2020 Hindsight Revisiting New York’s Statutory Power of Attorney

Wendy Hoey Sheinberg
Wendy Hoey Sheinberg | Partner, Rivkin Radler

Wendy Hoey Sheinberg is a partner to the firm in the Personal, Family & Business Planning Practice Group, concentrating the areas of Guardianship, Elder Law, Special Needs Planning, Trust and Estate Planning, and Trust and Estate Administration.

Live Video-Broadcast: December 21, 2021

2020 Hindsight Revisiting New York’s Statutory Power of Attorney
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Program Summary

The 2020 revisions to New York General Obligations Law, Article 5, Title 15 became effective June 13, 2021. The long-anticipated revisions were expected to eliminate some of the redundant and cumbersome requirements created by the 2008 and 2009 revisions. Join us as we examine the major changes and the often-overlooked nuances of the statute.

Key Topics

  • Ding-dong the statutory gift rider is dead
  • Statutory recognition of POA(s) physically executed at the direction of a principal
  • HIPAA implications
  • Substantial compliance
  • Drafting considerations

This course is co-sponsored with myLawCLE.

Date / Time: December 21, 2021

  • 12:00 pm – 1:00 pm Eastern
  • 11:00 am – 12:00 pm Central
  • 10:00 am – 11:00 am Mountain
  • 9:00 am – 10:00 am Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are view-able for up to one year.

Closed-captioning available

Speakers

Wendy Hoey Sheinberg_Partner, Rivkin Radler_myLawCLEWendy Hoey Sheinberg | Partner, Rivkin Radler

Wendy Hoey Sheinberg is a partner to the firm in the Personal, Family & Business Planning Practice Group, concentrating the areas of Guardianship, Elder Law, Special Needs Planning, Trust and Estate Planning, and Trust and Estate Administration. She has presented at numerous seminars on Elder Law and Estate Planning, Senior Housing and on Probate and Estate Administration and has lectured for the New York State Bar Association, the Nassau County Bar Association, and many other notable local civic and religious groups.

Wendy has published articles in the New York State Bar Association Law Journal, the University of South Dakota Law Review, the NAELA Quarterly, Senior News and the Journal of the Nassau County Bar Association. Wendy has been interviewed and quoted in such notable publications and news services as U.S. News and World Report, the New York Times, Newsday, and Dow Jones Newswire.

Wendy has been certified by the National Elder Law Foundation as a Certified Elder Law Attorney (CELA).

She was selected as a Fellow of the National Academy of Elder Law Attorneys (NAELA). Selection as a Fellow is the highest honor bestowed by the Academy. Election as a Fellow signifies that his/her peers recognize the lawyer as a model for others, and as an exceptional lawyer and leader.  Selection as a Fellow acknowledges the highest degree of commitment to serving older persons and people with special needs. Wendy is also a member of NAELA.

Martindale-Hubbell recognizes Wendy as an AV® rated attorney. An AV® certification mark is a significant rating accomplishment – a testament to the fact that a lawyer’s peers rank him or her at the highest level of professional excellence.

Wendy has repeatedly been named one of the top elder law attorneys in the New York Metro area by Super Lawyers and one of the top women attorneys in the New York Metro area by Super Lawyers. Wendy was named to Hofstra Law’s Outstanding Women in Law Awards in 2018 and Long Island Pulse Magazine Top Ten Legal Eagles of 2014.
Wendy has been named to Best Lawyers in America® for Elder Law and Trusts and Estates from 2013 to 2022. In addition, she was named a 2021 Lawyer of the Year. This recognition is awarded to individual lawyers with the highest overall peer-feedback for a specific practice area and geographic region.

Wendy was appointed to serve as the Chair of the Elder Law Committee for the New York County Lawyers Association and serves as Vice President of the Long Beach Lawyers Association.
Wendy is a past member of the Special Needs Alliance and is a past member of the Board of Directors of NAELA and is a member of the board of directors of the Long Beach Lawyers’ Association.

Agenda

I. The statue | 12:00pm – 12:06pm
II. Constructions provisions | 12:06pm – 12:12pm
III. Springing powers | 12:12pm – 12:18pm
IV. Modifications | 12:18pm – 12:24pm
V. Witness/Notary requirements | 12:24pm – 12:30pm
VI. Gifting/Self-dealing | 12:30pm – 12:40pm
VII. Acceptance/Review protocol | 12:40pm – 12:50pm
VIII. Revocation | 12:50pm – 1:00pm