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Courses/Law/State-Specific Law

The (Now Not So) New Power of Attorney Form

Navigating New York's Updated Power of Attorney: Challenges and Best Practices.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
The (Now Not So) New Power of Attorney Form

What You'll Learn

check_circleIdentify the key updates in the newest New York Power of Attorney form.
check_circleAddress challenges raised by the new form and its implementation.
check_circleRecommend additional modifications to enhance effectiveness.
check_circleApply best practices for preparation, execution, and acceptance.

About This Course

Join our Elder Law Practitioner, Fern J. Finkel, for this in-depth update on the newest Power of Attorney form in New York, how to address challenges that have been raised, additional recommended modifications, and best practices for preparation, execution, and acceptance.

This course provides an in-depth analysis of the current Power of Attorney (POA) form, including recent legal updates, essential provisions, and best practices for drafting and execution. Participants will learn about the legal authority granted under a POA, fiduciary responsibilities, and how to navigate potential challenges. Designed for attorneys, financial professionals, and legal administrators, this course equips attendees with the knowledge necessary to properly advise clients and ensure compliance with applicable laws.

Topics Covered:

  • Overview of the Power of Attorney Form
  • Legal Updates and Recent Changes to POA Laws
  • Types of Power of Attorney and Their Uses
  • Execution and Notarization Requirements
  • Fiduciary Duties and Responsibilities of an Agent
  • Revocation and Termination of a POA
  • Common Mistakes and Legal Challenges

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Fern  J. Finkel
Fern J. Finkel

Co-founding Partner at Finkel & Fernandez, LLP

Fern J. Finkel, Esq. is a co-founding partner at Finkel & Fernandez, LLP, concentrating in elder law, estate planning, asset protection, benefits, and guardianships. She is known for her skillful analysis of financial and personal circumstances and for providing practical planning to enable seniors and disabled clients to remain independent through advance directives, asset protection, benefits planning, and trusts. Fern graduated with honors from New York University College of Business and Public Administration and received her Juris Doctor degree from Boston University School of Law.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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