Presented by James Cunningham Jr., Esq.
Wednesday, September 23, 2020
10:00 AM - 11:00 AM Pacific Time
On behalf of the WealthCounsel California Forum Leader, Kristin Yokomoto, you are invited to attend this complimentary California Forum webinar on California Powers of Attorney for Property.
In this 60 minute continuing education webinar, Jim Cunningham will cover essential drafting tips including key provisions, when it may be better to use a shorter – or longer – power of attorney, and “specialty” powers of attorney that include assets such as pets, guns & ammunition, and third party powers of attorney commonly forced on clients’ by financial institutions. Jim will also cover use of a POA Protector provisions akin to Trust Protector provisions in Trusts.
CA - 1.0 Hour of CA Certified Specialist of Estate Planning, Trust and Probate Law