Durable Powers of Attorney - An Essential Estate Planning Component

Date: Tuesday, October 22, 2024
Time: 11:30am - 1:30pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.

 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

 

Registration will close at 5 pm on Thursday, October 17th. 

 

Powers of attorney are among the most important estate planning documents for many of our clients. With more people today anticipating or actually grappling with diminished capacity, the assets comprising our clients’ wealth may be under the control of an agent 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

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