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Elder Law Report | 2018 State of the Firm Address

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Elder Law Report | 2018 State of the Firm Address: from the flood to the new office we have had an amazing year. In this episode we recap the year and talk about upcoming services we will be implementing in 2018… Loved doing this “themed” episode.
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#savingthefarm
#hometownheroes
#assetprotection
#assetpreservation
#estateplanning
#elderlaw
#attorney

Interviews with Veterans: The Schenk Brothers

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Interviews with Veterans: The Schenk Brothers: I had the opportunity recently to sit down with 6 brothers, all veterans… 3 of which were actually in Vietnam at the same time. I really enjoyed the hospitality and conversation…
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#hometownheroes
#savingthefarm
#veterans
#vetbens

Elder Law Report: DON’T GAMBLE WITH YOUR FUTURE. VEGAS EDITION.

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Elder Law Report: DON’T GAMBLE WITH YOUR FUTURE. VEGAS EDITION. Viva Las Hayden this week as Ms. Hayden goes to Sin City with her husband and joins us for this episode. Looks like she is having lots of fun!
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#estateplanning
#elderlaw
#assetprotection

Full Estate Planning Seminar: Peak Resources, Cherryville…

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Full Estate Planning Seminar: Peak Resources, Cherryville… this was an awesome seminar and I truly enjoyed the interaction with everyone.
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#estateplanning
#assetprotection

BNI Sample Appointment: Dianne and I finally got to give…

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BNI Sample Appointment: Dianne and I finally got to give our Member’s Spotlight presentation for BNI Shelby this morning. And the Oscar goes to… Dianne Thackerson!
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#savingthefarm
#estateplanning
#elderlaw
#attorney
#assetprotection
#BNI
#BNISoutheast
#BNIShelby

Elder Law Report: Talking Facilities with Peak Resources, Cherryville.

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Elder Law Report: Talking Facilities with Peak Resources, Cherryville. Cheryl Mikell, Administrator, gives us the grand tour of the new facility and discusses levels of care and many other interesting and important details of long term care.
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Peak Resources (Cherryville, NC)
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#longtermcare
#estateplanning

Dianne & Greg’s Foundational Estate Planning Appointment…

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Foundational Estate Planning Appointment. Dianne and I were practicing for a presentation and it turned out to be a great example of a foundational planning appointment.
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#bnishelby
#estateplanning
#savingthefarm

Elder Law Report: Best Laid College Planning…

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Elder Law Report: Best Laid College Planning… Hayden’s in Shelby while Greg is in Alabama with his son, Jordan, who is visiting for possible college next year. Greg stresses over the prospect. Have you planned for kids, grandkids to go to college? How will they pay for it? Can your legacy help? Greg talks Trust Planning and more in this interstate episode.
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#theelderlawguy
#trustplanning
#assetprotection
#estateplanning
#savingthefarm

Elder Law Report: Hometown Heroes… So proud of our new book about Veteran Heroes next door!

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Elder Law Report: Hometown Heroes… So proud of our new book about Veteran Heroes next door! Due out this month. Also discussing Veterans Pension Benefits!
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#hometownheroes
#vetbens
#elderlawreport
#theelderlawguy

ALERT: Effective January 1, 2018 – Chapter 32A Power of Attorney Statutes No Longer Valid! Now 32C.

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I just received this email from Lawyers Mutual warning me of the statutory change in NC. The email read as follows:

Effective January 1, 2018 – Chapter 32A Power of Attorney Statutes No Longer Valid

Effective January 1, 2018 the Power of Attorney statutes contained in Chapter 32A are no longer valid for new powers of attorney signed on or after that date. All POA’s that are drafted or executed on or after January 1st must be done in accordance with new NCGS Chapter 32C. Current forms should not be used and care should be taken when accepting an executed POA after January 1st to be certain it is in compliance with the new law.

Chapter 32C is based on the Uniform Power of Attorney Act and sets forth a number of changes, including a new short-form POA, a new limited POA for real estate transactions, automatic durability of POA’s under the new form, and the ability to appoint a guardian in the POA document should the principle become incompetent in the future.

Health Care POA’s are not directly affected by this change, and any POA executed on or prior to December 31, 2017 using Chapter 32A will remain valid so long as it complied with 32A when executed on or before December 31st.

Please take a few minutes to read the new Chaper 32C (Session Law 2017-153) and exercise extra caution in the coming weeks and months to ensure (1) the proper form is used based on the execution date for new POA’s, (2) a POA presented as authority for a transaction complies with the statute as it existed when the document was executed, and (3) any current clients to whom you have provided a POA form are aware that if it is executed after December 31st, a new form needs to be utilized.

For more detailed information on this change, please see the article by Janice Davies, and for a CLE on the topic you can you can attend a Video Replay on Jan 4 at the Bar Center or get training and materials on demand through the NC Bar Association.

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