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Power of Attorney Forms (Downloadable)
The Statutory Durable Power of Attorney and the Statutory Major Gifts
Rider goes into effect on September 1, 2009. The Statutory Major Gifts
Rider must be completed to grant an agent authority to make major
gifts.
Although the specific language of the statutory forms cannot be changed,
modifications can be made in subsection (g) of the Power of Attorney
form and under paragraphs (b) and (c) of the Statutory Major Gifts Rider
Authorization. A review committee, chaired by Michael O’Connor, of
Delaney and O’Connor, Syracuse, developed the suggested clauses
that follow these forms. These clauses could be included as
Modifications to the Power of Attorney form and the Statutory Major
Gifts Rider Authorization. You are strongly encouraged to consider
inserting the clause regarding the revocation of prior powers of
attorney under paragraph (g) to avoid the unintended consequences of
revoking powers of attorney made for a specific purpose. Please note
that some of these clauses are mutually exclusive and should be inserted
in accordance with the direction/best interests of the Principal. You
should also enter your own modifications, as appropriate, to best meet
the needs of the Principal. For your convenience, these forms are being
provided in both Microsoft Word™ and WordPerfect™
formats.
Please Note:
A bill (A.8392-A/S.5910) has been introduced which
amends the above-referenced Statutory Power of Attorney form. In the
event that this bill becomes law, one notable change would be that the
execution of the Power of Attorney form would no longer automatically
revoke previously executed power of attorney forms.
Please check www.nysba.org/poaupdate for
news regarding this legislation.
Please be sure to read the instructions
before downloading the form.
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Format |
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Power
of Attorney Instructions in Microsoft Word
Power
of Attorney Instructions in WordPerfect
(Please read instructions above before downloading
Power of Attorney New York Statutory Short
Form)
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Microsoft Word/WordPerfect
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Power of Attorney New York Statutory Short Form
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Microsoft Word/WordPerfect
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Suggested Modifications to Statutory Short Form Power of
Attorney
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Microsoft Word/WordPerfect
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| Power of Attorney New York Statutory Major
Gifts Rider Authorization to Make Major Gifts or Other Transfers |
Microsoft Word/WordPerfect
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Suggested Modifications to Statutory Short Form Power of
Attorney: New York Statutory Major Gifts Rider
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Microsoft Word/WordPerfect
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The above forms are also available for purchase as a package
with Estate
Planning and Will Drafting downloadable forms.
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