Dealing with financial institutions in estates, trusts and with POAs

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Bibliographic Details
Corporate Author: Pennsylvania Bar Institute
Format: Book
Language:English
Published: Mechanicsburg, Pennsylvania : Pennsylvania Bar Institute, [2014]
Series:PBI (Series) ; no. 2014-8209
Subjects:
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Table of Contents:
  • Understanding each other
  • Basics of power of attorney, trusts & estates / Patti S. Spencer
  • Financial institutions / Timothy A. Hoy
  • Understanding each other: Basics of powers of attorney, Trusts & Estates / James J. Ruggiero Jr.
  • Ethics
  • Unauthorized practices of law conflicts / Timothy A. Hoy
  • Ethics: unauthorized practice of law, conflicts, incapacitated clients / James J. Ruggiero Jr.
  • Problem areas and hypotheticals / Craig A. Hatch
  • Keys to better interactions / Craig A. Hatch, Timothy A. Hoy
  • Keys to better interactions, communication, documentation, collaboration / James J. Ruggiero Jr