THE INSTITUTE FOR WILLS AND ESTATE EDUCATION

Joint Asset Planning

This program has been accredited by the Law Society for 1.0 Professionalism Hour
This program is eligible for 2.0 Substantive Hours

Introduction 

  • Types of Powers of Attorney

                                          i.    Property

                                         ii.    Personal Care

                                        iii.    Limited

                                       iv.    Non-Continuing

  • Alternatives to Powers of Attorney

Property Power of Attorney  (Precedent Provided)

  • Effective Date/ Triggering Events

  • Authority of Attorneys

  • Selecting Attorneys

  • Joint vs Joint and Several Appointments

  • Compensation

  • Recommended Clauses

  • Multiple Powers of Attorney

  • Recognition of Foreign POAs

Powers of Attorney for Personal Care (40 Mins)  (Precedent Provided)

  • Triggering Events
  • Use of Wishes
  • Conditions and Restrictions
  • Involvement of the PGT


Professional and Practice Issues 

    • Safekeeping and Escrow agreements

    • Fees

    • Discussing POAs with clients

    • Reporting Letters

    • Acting for the Attorney if you have acted for the granto

Questions and Answer Period