Sept. 26, 2023

Who Can Witness My Durable Power of Attorney? (Episode #290)

A witness can serve an important function in the execution of your Durable Power of Attorney. Be sure you understand the execution and witnessing requirement for your Durable Power of Attorney.

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A witness can serve an important function in the execution of your Durable Power of Attorney. Be sure you understand the execution and witnessing requirement for your Durable Power of Attorney.

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Well, good afternoon, Michiganders.
Today is Tuesday, September twenty six,

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twenty twenty three, and of course
this is Tuesday with Tom, Michigan's only

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weekly podcast where we answer your questions
about a state planning and a state settlement

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in Michigan, and we don't send
you a bill. I'm your host,

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Tom Doyle, estate planning attorney,
lifelong Michigan resident, an ambassador for all

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things good in this great state of
Michigan. Welcome, welcome, welcome to

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today's program. Well, if you
listen to last week's episode, or we're

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curious what last week's episode was,
I answered the question will my testamentary trust

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avoid probate? So if you have
a testamentary trust, or you think you

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have a testamentary trust, or you're
thinking about having a testamentary trust, I

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invite you to listen to last week's
episode where I answer that important question.

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And if you listened. Over the
last few weeks, I've had almost kind

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of a series of episodes now about
witnessing various documents. I talked about witnessing

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your will and witnessing your health care
Power of attorney. Today's topic is who

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can witness my dual power of attorney. But please remember what I'm about to

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discuss is, as always for educational
purposes only. It is not intended to

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be legal advice. You need to
work with your attorney to determine what's appropriate

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for you and your estate plan.
Who can witness your durable power of attorney?

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Well, let's let's a couple of
things. First. If you've listened

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to previous podcast or if you haven't, I've talked about durable powers of attorney

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a number of times during podcasts.
On episode one thirty three, I talked

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about the limitations that your agent has
in operating under a durable power of attorney.

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The topic was your power of attorney
is not unlimited, and then in

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episode two twenty nine, I talked
about when does your power of attorney begin

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and end? So, besides today's
topic about who can witness, you might

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have other questions about what limitations you
might have if you're operating under a power

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of attorney, or you might have
questions about when do these powers of attorney

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actually begin and end? But something
else that's important. We're talking about durable

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powers of attorney. You can have
a power of attorney that is not durable

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so a durable power of attorney and
a power of attorney are not one and

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the same. So what is a
durable power of attorney? We're basically talking

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about financial matters where you're giving somebody
authority over your finances, selling real estate,

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all those kinds of things that we're
looking at doing these documents. A

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durable power of attorney, though,
has to have under Michigan laws, certain

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language in it, such as,
this power of attorney is not affected by

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the principles subsequent disability or incapacity,
or by the lapse of time, or

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something like this power of attorney is
effective upon the disability or incapacity of the

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principle, or basically similar words,
showing that it is your intent as the

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principle that the authority that you are
conferring can be exercised, notwithstanding whether or

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not you are disabled or incapacitated,
or simply because time has passed. So

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if you don't have any such language
inside your durable power, inside your power

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of attorney, it is not durable, which would mean if it is not

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a durable power of attorney, the
authority that you grant to your agent named

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would end if you become incapacitated,
while most clients have a power of attorney

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in place, for example for finances, so someone can manage their financial affairs

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if they're incapacity. So again important
certain language has to be in that power

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of attorney to make it durable.
The fact that the heading says durable power

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of attorney, and I've seen these. I've seen documents presented to our office

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where the caption is durable power of
attorney, but there's nothing in the document

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like the language that I just quoted
from the statute, or nothing in the

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document that indicates that it is to
be effective even in the event of in

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capacity. So with that in mind, let's talk about executing that durable power

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of attorney. First, it has
to be dated, so there has to

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be a place for it to be
dated. And secondly, it has to

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be signed voluntarily by the principle or
signed by a notary public on the principle's

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behalf in accordance with the Michigan Notary
Statute. So again it has to be

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dated, and it either has to
be signed voluntarily by the principle or signed

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by a notary public on the principle's
behalf in accordance with the Michigan Notary law

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also that durable power of attorney has
to either be signed in the presence of

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two witnesses, neither of whom is
the named attorney effact, and both of

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whom also signed the durable power of
attorney. So one option signed in the

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presence of two witnesses. Again,
it can't be somebody who's named as the

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agent or attorney fact and the document
and both witnesses also have to sign the

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durable power of attorney, or alternatively, it has to be acknowledged by the

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principle before a notary public, and
that notary public has to endorse on the

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durable power of attorney, certification and
acknowledgement and the true date of taking the

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acknowledgement. Basically, they have to
notarize the principle's signature. So again not

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a lot of requirements relative to who
can witness your durable power of attorney.

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Let's review again. You have to
sign it voluntarily or have it signed by

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a notary public on the principle's behalf. Under the Michigan notary statue, and

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as far as witnessing is concerned,
it has to either be signed in the

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presence of two witnesses, and neither
of those witnesses can be named in the

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document as the attorney in fact,
and both of those witnesses have to sign

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the durable power of attorney or And
since it's an or, this means if

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you don't have it witnessed, then
what you need is to have it acknowledged

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by the principle basically before a notary
public. So you can have a durable

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power of attorney that's effective if it's
appropriately signed by two witnesses, or effective

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if it's appropriately notarized by a notary
public. So not much by way of

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requirements, But as I've noted in
other episodes, prudence says, when you

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have somebody who's going to witness your
documents, basically they are attesting to the

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fact that you signed it, all
right, and so it would be preferable

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to have them be adults so that
they understand the importance of what they are

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doing in witnessing the document. Again, not a lot by way of requirement

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on who can actually witness your durable
power of attorney to have it effective.

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As always, if you have questions
about a power of attorney and whether or

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not it's how to have it executed. Certainly, in our office, when

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we prepare durable powers of attorney,
we will have a location for them to

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be notarized. Oftentimes too, as
a practical matter, let's just talk about

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a practical matter. When you take
or your agent takes your durable power of

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attorney to a bank, the bank
might have their own requirements on what they

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need to have in that durable power
of attorney for it to be accepted by

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them, and most likely any bank
or credit union that you're going to deal

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with, they are going to want
it to be notarized. Not just not

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just have two witnesses on it,
They're going to normally want the document to

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be notarized. So while legally Michigan
law doesn't require two witnesses, as a

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practical matter, you're likely going to
find that your financial institution where the power

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of attorney is going to be used, is going to require it to be

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notarized. That's why in our office
we always have the documents notarized in anticipation

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of what a bank or credit union
is going to require. Of Course,

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remember too that a man and I
would be honored to have the opportunity to

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help you protect your loved ones by
either putting together your state plan, amending

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a current plan that you're already have, or assisting you in settling a loved

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ones a state. Simply go to
our website Doyle LAWPC dot com. There

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you're going to find information on how
to schedule an in person consultation at our

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East Lansing office or a virtual consultation
via zoom or telephone. You're also going

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to find the Legal Store, that
is again where you can order individual documents.

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Maybe all you need is a new
durable power of attorney, you don't

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need all the other documents that go
along with it. Visit the Legal Store

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and you'll see how it is that
you can order, just for example,

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a legal power of attorney to prepared
for you and delivered to your email.

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You'll also find information on how that
can be done through the office Facebook page

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as well. Again, simply visit
Doyle LAWPC dot com for more information and

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to schedule your consultation. And I
think that's going to be for today's show.

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Not very lengthy today and talking about
witnesses, but in important topic because

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many of you might actually decide to
download powers of attorney from the Internet or

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have an online service like legal Zoom
prepare them for you. I'm not saying

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we recommend that, but I know
many of the listeners might in fact do

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what So make sure if you're going
to do that, that you have those

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documents properly executed and witnessed. As
always, if you have a comment about

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the program, a topic that you'd
like to have me discuss, or questions

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that you'd like to have answered,
please send me an email Tom at Tuesday

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with Toom dot com. We invite
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family and friends to follow us.
That would be Tuesday with Tom and of

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course the office is Doyle Law PC. Tuesday with Tom is also available on

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Apple Podcasts, Spotify, Google Podcast, iHeartRadio, Spreaker, probably any others

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as always, you can ask your
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Well, thanks again for spending some
of your time with us today.

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As always, I hope that you
have an awesome day and an awesome week

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in Michigan. Stay Safe Tuesday with
Tom has been brought to you by the

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estate planning attorneys at Doyle Law PC. To learn how we can help you

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with your estate plan or with settling
a loved ones estate, please call us

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today at five one seven three two
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