Free

Powers of Attorney: Not a Walk in the Park Luncheon

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Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Prairie Trust™ invites you to a complimentary luncheon webinar Powers of Attorney: Not a Walk in the Park.

Powers of attorney may be the most important estate planning documents for many of our clients. With more people today grappling with diminished capacity, the assets of our clients’ wealth may be under the control of an agent under a power of attorney for an extended period of time. It is important, therefore, that estate planning professionals ensure that each power of attorney is carefully designed to meet the client’s individual purposes and that its acceptance by third parties is optimized. The following critical issues will be discussed during this teleconference:

- Determining Appropriate Powers to Grant to an Agent
- Designing Powers of Attorney to Help Prevent Financial Elder Abuse
- Liability Risks for the Agent
- Third Parties Dealing With the Agent

Speakers (via webinar):

Charles A. Redd, Stinson Leonard Street LLP
Turney P. Berry, Wyatt, Tarrant & Combs

To reserve your seat, please RSVP by Friday, March 20, 2020.

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Continuing Education:

CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available.

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Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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