The objectives of agents acting under a power of attorney can be frustrated when banks, brokerages, or title companies refuse to accept the authority granted to the agent under a duly executed power of attorney.  This can happen even though the power of attorney appears to be valid.  Do you know why this occurs and how it might be avoided?

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


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These wonderfully unique documents, called “Powers of Attorney,” are incredibly versatile, and yet are sometimes misunderstood as a viable substitute for a living trust. In this show, Bill and Rick explore the types of Powers of Attorney, their specific usage, how you go about securing this power, and what you should be cautious of when obtaining a Power of Attorney. A Power of Attorney can be utilized in many pure business, estate and asset protection case scenarios alike.