Powers of attorney may be the most important estate planning documents for many of our clients. With more people today grappling with diminished capacity, the assets of our clients’ wealth may be under the control of an agent under a power of attorney for an extended period of time. It is important, therefore, that estate planning professionals ensure that each power of attorney is carefully designed to meet the client’s individual purposes and that its acceptance by third parties is optimized. The following critical issues will be discussed during this teleconference:
- Determining Appropriate Powers to Grant to an Agent
- Designing Powers of Attorney to Help Prevent Financial Elder Abuse
- Liability Risks for the Agent
- Third Parties Dealing With the Agent
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
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State CE Exceptions:
Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |
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