Total Credits: 1.0 CLE, 1.0 Estate & Trust Law Specialization
In September of 2022, the Arizona Legislature enacted a new statute regarding access to Principals who are incapacitated. The new law limits the Agents ability to restrict persons who have a connection to the Principal and will require Agents to file Court actions. As practitioners, there are strategies we can help them include in their HCPOAs to give Agents broader powers to control visitation and avoid Court action.
Faculty
Teresa D. Lancaster, Certified Specialist in Estates & Trusts, Bogutz & Gordon, P.C.
| NewRulesReHCPOAsManual.pdf (888 KB) | 11 Pages | Available after Purchase |
Teresa Lancaster started her life in Fargo, North Dakota where she graduated high school before moving to Arizona for college (and warmer weather). After graduating from the university of Arizona in 2005 and from the John Marshall Law School in Chicago in 2008, Teresa became member of the Arizona State Bar. She started her career at Bogutz & Gordon, P.C. in 2008 and became a Shareholder in 2015. She has focused her career in the area of Probate and Trust, becoming a certified specialist by the Arizona State Bar in 2015. Teresa is a member of the American College of Trust and Estates Counsel, serves on the Arizona Fiduciary Board through the Arizona Supreme Court, was the past president of the Arizona chapter of the National Academy of Elder Law Attorneys, and made the Best Lawyers list for 2022 and 2023. In her free time, she enjoys her family, including her husband and two daughters.
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