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San Jose Financial Management Lawyer

Durable Power of Attorney for Financial Management and Personal Affairs

A power of attorney (POA) gives a family member or trusted friend the authority to act on another's behalf in private affairs, business, or some other legal matter. It allows the person named to access bank accounts, pay bills and handle other financial matters as necessary. Your attorney-in-fact may even file your tax return, handle your real estate and loans, and communicate with your financial advisor on your behalf.

At the Law Offices of Marleen Brady Kuttner, we can draft powers of attorney which allow adult children and other family members to do Medicaid and Medi-Cal planning for their aging parents.

The document can be drafted to your exact specifications. The law requires that it be signed by the person granting the power in front of a notary. It is also required that the person have the capacity to grant that power. Once an older person has lost capacity, other estate planning tools — such as guardianships and conservatorships — are necessary to help family members protect their loved ones' interests.

We learn and understand our clients' needs and the external factors affecting them. Recognizing how these factors can become barriers to effective estate planning or estate administration, we take steps to solve potential problems quickly and effectively. Often, this means employing creative strategies that go above and beyond the courses of action commonly used by other attorneys.

Contact a Campbell Durable Power of Attorney

Contact the Law Offices of Marleen Brady Kuttner in Campbell, California, at 408-371-0854 to speak with a lawyer about powers of attorney in the San Jose area.

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