eCourse
Powers of Attorney: Recent Developments; plus Best Practices and Provisions
Contains material from Aug 2015
Powers of Attorney: Recent Developments; plus Best Practices and Provisions
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Good interchange among the presenters Good transitions
Useful information, especially about the home equity requirements for the POAs.
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Session 1: Recent Developments - A review of new developments affecting Powers of Attorney, including the requirement to sign a power of attorney in a law office if the principal intends to give the agent the authority to sign a home equity loan (Finance Com’n of Texas v. Norwood); and the Agent’s potential liability for breach of fiduciary duty when the principal acts on his own (Vogt v. Warnock; Jordon v. Lyles).
Session 2: Best Practices and Provisions - A discussion of suggested solutions to potential issues when drafting powers of attorney, including avoiding potential exploitation, dealing with financial institutions and title companies, attorney-client privilege when representing the agent named in a power of attorney and other timely issues.
Session 2: Best Practices and Provisions - A discussion of suggested solutions to potential issues when drafting powers of attorney, including avoiding potential exploitation, dealing with financial institutions and title companies, attorney-client privilege when representing the agent named in a power of attorney and other timely issues.
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1.
Powers of Attorney: Recent Developments (Aug 2015)
Patricia F. Sitchler
0.50
0.00
0.00
Session 1 —27 mins
Powers of Attorney: Recent Developments (Aug 2015)
A review of new developments affecting Powers of Attorney, including the requirement to sign a power of attorney in a law office if the principal intends to give the agent the authority to sign a home equity loan (Finance Com’n of Texas v. Norwood); and the Agent’s potential liability for breach of fiduciary duty when the principal acts on his own (Vogt v. Warnock; Jordon v. Lyles).
Originally presented: Aug 2015 Estate Planning, Guardianship and Elder Law Conference
Patricia F. Sitchler,
The Law Office of Patricia Flora Sitchler - La Vernia, TX
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2.
Powers of Attorney: Best Practices and Provisions (Aug 2015)
Patricia F. Sitchler, Glenn M. Karisch, David P. Stanush
0.75
0.25
0.00
Session 2 —45 mins
Powers of Attorney: Best Practices and Provisions (Aug 2015)
A discussion of suggested solutions to potential issues when drafting powers of attorney, including avoiding potential exploitation, dealing with financial institutions and title companies, attorney-client privilege when representing the agent named in a power of attorney and other timely issues.
Originally presented: Aug 2015 Estate Planning, Guardianship and Elder Law Conference
Patricia F. Sitchler,
The Law Office of Patricia Flora Sitchler - La Vernia, TX
Glenn M. Karisch,
The Karisch Law Firm, PLLC - Austin, TX
David P. Stanush,
Strasburger & Price, LLP - San Antonio, TX