Join our Elder Law Practitioner, Fern J. Finkel, for this in-depth update on the newest Power of Attorney form in New York, how to address challenges that have been raised, additional recommended modifications, and best practices for preparation, execution, and acceptance.

This course provides an in-depth analysis of the current Power of Attorney (POA) form, including recent legal updates, essential provisions, and best practices for drafting and execution. Participants will learn about the legal authority granted under a POA, fiduciary responsibilities, and how to navigate potential challenges. Designed for attorneys, financial professionals, and legal administrators, this course equips attendees with the knowledge necessary to properly advise clients and ensure compliance with applicable laws.

Topics Covered:

• Overview of the Power of Attorney Form
• Legal Updates and Recent Changes to POA Laws
• Types of Power of Attorney and Their Uses
• Execution and Notarization Requirements
• Fiduciary Duties and Responsibilities of an Agent
• Revocation and Termination of a POA
• Common Mistakes and Legal Challenges