How the New Connecticut Power of Attorney Laws Affects You and Your Clients: The Good and the Bad

 

   

 

 
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Overview

2.0 Credits
IN-PERSON

Presented by: Paul T. Czepiga, CPA, JD, MBA, CELA, Principal, CzepigaDalyPope LLC

After remaining relatively unchanged since 1965, Connecticut finally updated its law governing Powers of Attorney (POA). POAs signed prior to 10/1/2016 are still valid, but clients won’t have all the powers and protections of the new law. The new law specifically addresses annuities, insurance and retirement plans and also allows agents to make gifts, change beneficiary designations, and create or change rights or survivorship. Learn about these changes and more…. You’ll increase your value to your clients and be better able to guide and protect them.

Learning Objectives: Understand the major changes in the new POA law; Understand the major change in the POA form and Know when and how to use the new POA form.

Networking, Wine, Beer, and Pizza: 5:15 p.m.
Program: 5:45 p.m - 7:45 p.m.

This program and refreshments are sponsored by CzepigaDalyPope LLC

 

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