Hosted by the Solo, Small and Medium Firm Committee and Probate and Trust Law Section
Tips for Solo, Small and Medium Firm Lawyers about the Many Traps Lurking in Powers of Attorney
As attorneys, we are often asked by friends and family to draft documents - including (if not especially) Powers of Attorney. Seems simple enough to throw together a "form" Power of Attorney, right? ...WRONG.
This program will provide insight from Timothy J. Holman, Esquire, a fiduciary litigator who deals regularly with the damage done by Agents Under Powers of Attorney -
damage which often could have been avoided had the drafter of the document given more thought to it.
Mr. Holman will offer guidance regarding issues practitioners must consider when drafting a Power of Attorney to avoid problems for their clients, their clients' families and loved ones down the road (perhaps even as soon as the day the Agent walks out your door with a signed Power of Attorney). The presentation will include references to a "real life" fact pattern, as wells as, references to Act 95 - Pennsylvania's still relatively new Power of Attorney Statute, that became effective January 1, 2015 and governs all Powers of Attorney created after said date.
Join colleagues in the Solo, Small and Medium Firm Committee and Probate and Trust Law Section, enjoy lunch and learn how to issue spot to properly draft a Power of Attorney for your clients.