I Don't Need a POA, I Have a Revocable Trust!

Date: Wednesday, March 23, 2011
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Don Totusek


(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL (East side of US 75 just north of 15th Street)
Drafting Powers of Attorney Your Banker Will Love (or at Least Honor)
I Don’t Need a Power of Attorney – I Have a Revocable Trust!
The durable power of attorney can be an extremely important estate planning document and is an essential component of a complete estate plan. Unfortunately, our clients frequently have difficulty in convincing third parties to accept their powers of attorney, and in some cases, our client’s incapacity may limit available remedies when the problem arises. This presentation will explore the reasons why powers of attorney are not accepted by third parties, practical drafting suggestions to make powers of attorney more acceptable to third parties (including possible modifications to the statutory form), and special issues related to use of powers of attorney. The presentation will also discuss whether and to what extent the use of a revocable trust as the primary dispositive vehicle can eliminate the need to use (or the problems associated with using) a durable power of attorney. Don Totusek is a partner in the Dallas firm of Francis, Orr & Totusek, L.L.P. Don’s practice is primarily focused on estate planning, probate, and related matters and he is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Don also practices banking law, with his banking practice limited to issues affecting the deposit side of financial institutions. While he answers day-to-day questions for several banks, much of his banking practice is educational in nature, as he regularly presents seminars for bank personnel. Don is a regular speaker on various topics relating to estate planning and probate and the deposit side of financial institutions. Don is the author of the Account Documentation Manual, a publication used by many Texas bankers as a resource. Don was formerly an Adjunct Faculty Member at LeTourneau University, where he taught business law in the undergraduate and MBA programs.
Continuing education credit pending for 1.0 Hour.
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
PATRON: We would like to thank the following patron for their support:  The Catholic Foundation
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.

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