A durable power of attorney is an important estate planning document, the basic foundation of a plan for disability. But it is not a one-size-fits-all document and should not be handed out as a party favor to a client. Much tailoring and design go into the proper drafting of a durable power that will serve the client well. This CLE will help the attorney know and appreciate certain “hot” powers in a power of attorney, especially focusing on gifting, how gifting in the power can be designed to help a client achieve their goal of preserving assets in the event future long-term nursing home care becomes necessary, and how provisions in the power must be coordinated and harmonized to avoid conflicts or confusion that could undermine the gifting power
Kathryn Cook DeAngelo, Esq., CELA, Kathryn Cook DeAngelo graduated magna cum laude from North Carolina Central University School of Law, Durham, NC, in May 1984. After graduation, she served as law clerk to Henry E. Frye, former Justice and Chief Justice of the North Carolina Supreme Court.
Kathryn has been a member of the National Academy of Elder Law Attorneys (NAELA) since 1991. In April 1995, Kathryn was the first attorney in South Carolina to become Certified as an Elder Law Attorney by the National Elder Law Foundation [NELF] after successfully passing the first examination administered in November 1994 and completing other ABA-approved requirements for the specialty certification. In November 2009, Kathryn was among twelve (12) North Carolina attorneys to become the first to be certified by the North Carolina State Board of Legal Specialization as a specialist in elder law. Kathryn was honored to receive the 2016 South Carolina Leadership in Law Award. She also has an AV® Peer Review Rating from Martindale-Hubbell. Kathryn has been a contributing author for the book, “A Practical Guide to Elder and Special Needs Law in South Carolina,” recognized as a comprehensive and practice resource for attorneys who advise older clients. Franchelle C. Millender (Principal Author and Editor), A Practical Guide to Elder and Special Needs Law in South Carolina, Copyright SC Bar- CLE Division (2020). In September 2019, Kathryn closed her law office in Surfside Beach, SC, and moved to Charlotte, NC, to be closer to her son and other family. She plans to stay connected with the legal community and hopes to serve in a part-time position in the law profession.
The views and opinion are not necessarily those of the 26th Judicial District Bar.
Cosmetic Changes Approved by Executive Committee April 23, 2015
Approved by Board of Directors January 24, 2013
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