• Webcast

Dealing with Financial Institutions in Estate and Elder Law 2024

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TypeTitleStartEndCLEPrice
Remote - Live Webcast

STARTWed., Jun. 05, 2024
9:00 AM		ENDWed., Jun. 05, 2024
12:15 PM		 CLE 3 sub/0 eth PRICE Regular: $249.00
 New Attorney: $125.00
 Subscribers Pay: $0.00

About

Even with perfectly executed power of attorney documents, it’s still hard to get banks to honor them.

Learn about the changes to the power of attorney statute and how they affect bank policies and procedures.

Bridge the divide:

Both sides of the issues will be represented
Learn how to understand the needs of the attorney and the financial institution

Identify methods to deal with:

Checks payable to trustees and executors in their financial capacities
A trust’s authority to borrow money or to mortgage trust property
The authority of agents under POAs to act on behalf of trustees and executors in their financial capacities
Fiduciaries acting on behalf of business owners
When a new tax identification number is needed
Changes in the law governing agents
And more!

Practice Areas

Faculty

NameFirm/Company
Michael Cherewka Esq. The Law Offices Of Michael Cherewka
H. Amos Goodall Esq., CELA Steinbacher Goodall & Yurchak PC (Williamsport)
Robert S. McMinn JD, Esq.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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