reglab/housing_qa huggingface dataset:
CO Code § 15-14-729 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-729. Stocks and Bonds

  Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to stocks and bonds authorizes the agent to:   Buy, sell, and exchange stocks and bonds;    Establish, continue, modify, or terminate an account with respect to stocks and bonds;    Pledge stocks and bonds as security to borrow, pay, renew, or extend the time of payment of a debt of the principal;    Receive certificates and other evidences of ownership with respect to stocks and bonds; and    Exercise voting rights with respect to stocks and bonds in person or by proxy, enter into voting trusts, and consent to limitations on the right to vote.        History. Source: L. 2009: Entire part added,(HB 09-1198), ch. 106, p. 401, § 1, effective April 9.    OFFICIAL COMMENT   The substance of this section remains unchanged from Section 6 the Uniform Statutory Form Power of Attorney Act; however, the wording is revised to reflect that “stocks and bonds” is now a defined term in the Act. Section 15-14-702(14) .  See
CO Code § 15-14-730 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-730. Commodities and Options

  Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to commodities and options authorizes the agent to:   Buy, sell, exchange, assign, settle, and exercise commodity futures contracts and call or put options on stocks or stock indexes traded on a regulated option exchange; and    Establish, continue, modify, and terminate option accounts.        History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 401, § 1, effective April 9.
CO Code § 15-14-731 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-731. Banks and Other Financial Institutions

  Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to banks and other financial institutions authorizes the agent to:   Continue, modify, and terminate an account or other banking arrangement made by or on behalf of the principal;    Establish, modify, and terminate an account or other banking arrangement with a bank, trust company, savings and loan association, credit union, thrift company, brokerage firm, or other financial institution selected by the agent;    Contract for services available from a financial institution, including renting a safe deposit box or space in a vault;    Withdraw, by check, order, electronic funds transfer, or otherwise, money or property of the principal deposited with or left in the custody of a financial institution;    Receive statements of account, vouchers, notices, and similar documents from a financial institution and act with respect to them;    Enter a safe deposit box or vault and withdraw or add to the contents;    Borrow money and pledge as security personal property of the principal necessary to borrow money or pay, renew, or extend the time of payment of a debt of the principal or a debt guaranteed by the principal;    Make, assign, draw, endorse, discount, guarantee, and negotiate promissory notes, checks, drafts, and other negotiable or nonnegotiable paper of the principal or payable to the principal or the principal's order; transfer money; receive the cash or other proceeds of those transactions; and accept a draft drawn by a person upon the principal and pay it when due;    Receive for the principal and act upon a sight draft, warehouse receipt, or other document of title whether tangible or electronic or other negotiable or nonnegotiable instrument;    Apply for, receive, and use letters of credit, credit and debit cards, electronic transaction authorizations, and traveler's checks from a financial institution and give an indemnity or other agreement in connection with letters of credit; and    Consent to an extension of the time of payment with respect to commercial paper or a financial transaction with a financial institution.        History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 401, § 1, effective April 9.
CO Code § 15-14-734 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-734. Estates, Trusts, and Other Beneficial Interests

  In this section, “estate, trust, or other beneficial interest” means a trust, probate estate, guardianship, conservatorship, escrow, or custodianship or a fund from which the principal is, may become, or claims to be, entitled as a beneficiary to a share or payment.    Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to estates, trusts, and other beneficial interests authorizes the agent to:   Accept, receive, receipt for, sell, assign, pledge, or exchange a share in or payment from an estate, trust, or other beneficial interest;    Demand or obtain money or another thing of value to which the principal is, may become, or claims to be, entitled by reason of an estate, trust, or other beneficial interest, by litigation or otherwise;    Exercise for the benefit of the principal a presently exercisable general power of appointment held by the principal;    Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to ascertain the meaning, validity, or effect of a deed, will, declaration of trust, or other instrument or transaction affecting the interest of the principal;    Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to remove, substitute, or surcharge a fiduciary;    Conserve, invest, disburse, or use anything received for an authorized purpose; and    Transfer an interest of the principal in real property, stocks and bonds, accounts with financial institutions or securities intermediaries, insurance, annuities, and other property to the trustee of a revocable trust created by the principal as settlor.    (Deleted by amendment, L. 2011, (SB 11-083), ch. 101, p. 306, § 14, effective August 10, 2011.)        History. Source: L. 2009: Entire part added,(HB 09-1198), ch. 106, p. 405, § 1, effective April 9. L. 2011: (2)(f), (2)(g), and (2)(h) amended,(SB 11-083), ch. 101, p. 306, § 14, effective August 10.    OFFICIAL COMMENT   This section, which corresponds to Section 11 of the Uniform Statutory Form Power of Attorney Act, has been revised to clarify that an agent's authority includes authority to exercise, for the benefit of the principal, a presently exercisable general power of appointment held by the principal (subsection (2)(c)). “Presently exercisable general power of appointment” is defined for purposes of the Act in Section 15-14-702(8) .
CO Code § 15-14-735 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-735. Claims and Litigation

  Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to claims and litigation authorizes the agent to:   Assert and maintain before a court or administrative agency a claim, claim for relief, cause of action, counterclaim, offset, recoupment, or defense, including an action to recover property or other thing of value, recover damages sustained by the principal, eliminate or modify tax liability, or seek an injunction, specific performance, or other relief;    Bring an action to determine adverse claims or intervene or otherwise participate in litigation;    Seek an attachment, garnishment, order of arrest, or other preliminary, provisional, or intermediate relief and use an available procedure to effect or satisfy a judgment, order, or decree;    Make or accept a tender, offer of judgment, or admission of facts, submit a controversy on an agreed statement of facts, consent to examination, and bind the principal in litigation;    Submit to alternative dispute resolution, settle, and propose or accept a compromise;    Waive the issuance and service of process upon the principal, accept service of process, appear for the principal, designate persons upon which process directed to the principal may be served, execute and file or deliver stipulations on the principal's behalf, verify pleadings, seek appellate review, procure and give surety and indemnity bonds, contract and pay for the preparation and printing of records and briefs, receive, execute, and file or deliver a consent, waiver, release, confession of judgment, satisfaction of judgment, notice, agreement, or other instrument in connection with the prosecution, settlement, or defense of a claim or litigation;    Act for the principal with respect to bankruptcy or insolvency, whether voluntary or involuntary, concerning the principal or some other person, or with respect to a reorganization, receivership, or application for the appointment of a receiver or trustee that affects an interest of the principal in property or other thing of value;    Pay a judgment, award, or order against the principal or a settlement made in connection with a claim or litigation; and    Receive money or other thing of value paid in settlement of or as proceeds of a claim or litigation.        History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 406, § 1, effective April 9.
CO Code § 15-14-737 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-737. Benefits From Governmental Programs or Civil or Military Service

  In this section, “benefits from governmental programs or civil or military service” means any benefit, program, or assistance provided under a statute or regulation including social security, medicare, and medicaid.    Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to benefits from governmental programs or civil or military service authorizes the agent to:   Execute vouchers in the name of the principal for allowances and reimbursements payable by the United States or a foreign government or by a state or subdivision of a state to the principal, including allowances and reimbursements for transportation of the individuals described in section 15-14-736 (1)(a), and for shipment of their household effects;    Take possession and order the removal and shipment of property of the principal from a post, warehouse, depot, dock, or other place of storage or safekeeping, either governmental or private, and execute and deliver a release, voucher, receipt, bill of lading, shipping ticket, certificate, or other instrument for that purpose;    Enroll in, apply for, select, reject, change, amend, or discontinue, on the principal's behalf, a benefit or program;    Prepare, file, and maintain a claim of the principal for a benefit or assistance, financial or otherwise, to which the principal may be entitled under a statute or regulation;    Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation concerning any benefit or assistance the principal may be entitled to receive under a statute or regulation; and    Receive the financial proceeds of a claim described in paragraph (d) of this subsection (2) and conserve, invest, disburse, or use for a lawful purpose anything so received.        History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 408, § 1, effective April 9.
CO Code § 15-14-738 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-738. Retirement Plans

  In this section, “retirement plan” means a plan or account created by an employer, the principal, or another individual to provide retirement benefits or deferred compensation of which the principal is a participant, beneficiary, or owner, including a plan or account under the following sections of the federal “Internal Revenue Code of 1986”, as amended:   An individual retirement account under Internal Revenue Code section 408, 26 U.S.C. sec. 408, as amended;    A Roth individual retirement account under Internal Revenue Code section 408A, 26 U.S.C. sec. 408A, as amended;    A deemed individual retirement account under Internal Revenue Code section 408 (q), 26 U.S.C. sec. 408 (q), as amended;    An annuity or mutual fund custodial account under Internal Revenue Code section 403 (b), 26 U.S.C. sec. 403 (b), as amended;    A pension, profit-sharing, stock bonus, or other retirement plan qualified under Internal Revenue Code section 401 (a), 26 U.S.C. sec. 401 (a), as amended;    A plan under Internal Revenue Code section 457 (b), 26 U.S.C. sec. 457 (b), as amended; and    A nonqualified deferred compensation plan under Internal Revenue Code section 409A, 26 U.S.C. sec. 409A, as amended.       Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to retirement plans authorizes the agent to:   Select the form and timing of payments under a retirement plan and withdraw benefits from a plan;    Make a rollover, including a direct trustee-to-trustee rollover, of benefits from one retirement plan to another;    Establish a retirement plan in the principal's name and designate a beneficiary that will be the estate of the principal;    Make contributions to a retirement plan;    Exercise investment powers available under a retirement plan; and    Borrow from, sell assets to, or purchase assets from a retirement plan.        History. Source: L. 2009: Entire part added,(HB 09-1198), ch. 106, p. 409, § 1, effective April 9.    OFFICIAL COMMENT   This section, based on Section 15 of the Uniform Statutory Form Power of Attorney Act, has been substantially updated to reflect changes in the laws governing retirement plans. A significant departure from the Uniform Statutory Form Power of Attorney Act is the deletion of default authority in the agent to waive the right of the principal to be a beneficiary of a joint or survivor annuity ( Unif. Statutory Form Power of Atty. Act § 15 (1988)). Under this Act, the authority to waive the principal's right to be a beneficiary of a joint and survivor annuity must be given by a specific grant pursuant to Section 15-14-724(1) .  see
CO Code § 15-14-739 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-739. Taxes

  Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to taxes authorizes the agent to:   Prepare, sign, and file federal, state, local, and foreign income, gift, payroll, property, “Federal Insurance Contributions Act”, and other tax returns, claims for refunds, requests for extension of time, petitions regarding tax matters, and any other tax-related documents, including receipts, offers, waivers, consents, including consents and agreements under Internal Revenue Code section 2032A, 26 U.S.C. sec. 2032A, as amended, closing agreements, and any power of attorney required by the internal revenue service or other taxing authority with respect to a tax year upon which the statute of limitations has not run and the following twenty-five tax years;    Pay taxes due, collect refunds, post bonds, receive confidential information, and contest deficiencies determined by the internal revenue service or other taxing authority;    Exercise any election available to the principal under federal, state, local, or foreign tax law; and    Act for the principal in all tax matters for all periods before the internal revenue service, or other taxing authority.        History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 410, § 1, effective April 9.
CO Code § 15-14-742 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-742. Certification

 [Form Excluded]   History. Source: L. 2009: Entire part added,(HB 09-1198), ch. 106, p. 417, § 1, effective April 9.    OFFICIAL COMMENT   This section provides an optional form that may be used by an agent to certify facts concerning a power of attorney. Although the form contains statements of fact about which persons commonly request certification, other factual statements may be added to the form for the purpose of providing an agent certification pursuant to Section 15-14-719 .
CO Code § 15-14-743 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-743. Uniformity of Application and Construction

 In applying and construing this part 7, consideration must be given to the need to promote uniformity of the law with respect to its subject matter among the states that enact it.   History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 418, § 1, effective April 9.
CO Code § 15-14-744 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-744. Relation to “Electronic Signatures in Global and National Commerce Act”

 This part 7, modifies, limits, and supersedes the federal “Electronic Signatures in Global and National Commerce Act”, 15 U.S.C. sec. 7001 et seq., but does not modify, limit, or supersede section 101 (c) of that act, 15 U.S.C. sec. 7001 (c), or authorize electronic delivery of any of the notices described in section 103 (b) of that act, 15 U.S.C. sec. 7003 (b).   History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 418, § 1, effective April 9.
CO Code § 15-14-745 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 7 - Uniform Power of Attorney Act|§ 15-14-745. Effect on Existing Powers of Attorney

  Except as otherwise provided in this part 7, on January 1, 2010:   This part 7 applies to a power of attorney created before, on, or after January 1, 2010;    This part 7 applies to a judicial proceeding concerning a power of attorney commenced on or after January 1, 2010;    This part 7 applies to a judicial proceeding concerning a power of attorney commenced before January 1, 2010, unless the court finds that application of a provision of this part 7 would substantially interfere with the effective conduct of the judicial proceeding or prejudice the rights of a party, in which case that provision does not apply and the superseded law applies; and    An act done before January 1, 2010, is not affected by this part 7.         A power of attorney is durable as determined pursuant to section 15-14-704 (1) and is otherwise construed and applied in accordance with this part 7 prior to January 1, 2010, if the power of attorney:   Is signed on or after the date this part 7 becomes law and before January 1, 2010;    Is either:   Substantially in the form set forth in section 15-14-741; or    States that it is subject to the “Uniform Power of Attorney Act” or to this part 7.          To the extent of any conflict between this subsection (2) and section 15-14-501, this subsection (2) shall control.         History. Source: L. 2009: Entire part added, (HB 09-1198), ch. 106, p. 418, § 1, effective April 9. L. 2018: (2)(b) amended, (HB 18-1375), ch. 274, p. 1697, § 12, effective May 29.
CO Code § 15-14-802 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 8 - Supported Decision-Making Agreement for Adults With a Disability|§ 15-14-802. Definitions

 As used in this part 8, unless the context otherwise requires:    “Adult” means an individual who is eighteen years of age or older, or an emancipated minor.    “Assist” means helping an adult with a disability weigh the pros and cons of a decision and understand the possible outcomes of making such a decision.    “Disability” means a physical or mental impairment that substantially limits one or more major life activities or a record of such an impairment.    “Member of the supportive community” means a person whom the adult has identified, whom the adult trusts to engage in the supported decision-making process, and who understands the adult's desires and personal values.    “Supported decision-making” means a process in which an adult with a disability has made or is making decisions by using friends, family members, professionals, or other people the adult with a disability trusts to:   Help understand the issues and choices;    Answer questions;    Provide explanations in a language the adult with a disability understands;    Communicate the adult with a disability's decision to others, if necessary and if specifically requested by the adult with a disability; or    Facilitate the exercise of decisions regarding the adult with a disability's day-to-day health, safety, welfare, or financial affairs.       “Supported decision-making agreement” or “agreement” means a voluntary agreement entered into pursuant to this part 8 between an adult with a disability and one or more members of the adult with a disability's supportive community.     History. Source: L. 2021: Entire part added, (SB 21-075), ch. 61, p. 246, § 1, effective September 7.
CO Code § 15-14-804 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 14 - Persons Under Disability - Protection|Part 8 - Supported Decision-Making Agreement for Adults With a Disability|§ 15-14-804. Access to Personal Information

  The member of the supportive community may only assist the adult with a disability in accessing, collecting, or obtaining information that is relevant to a decision made pursuant to the supported decision-making agreement and only when such assistance is specifically requested by the adult with a disability.    If the member of the supportive community assists the adult with a disability in accessing, collecting, or obtaining financial or personal information, the member of the supportive community shall keep the information confidential, as requested by the adult with a disability.    A member of the supportive community who obtains information pursuant to this section may only use such information for the specific purposes requested by the adult with a disability and any misuse of the information may be subject to criminal and civil liability.    The existence of a supported decision-making agreement does not preclude an adult with a disability from seeking personal information on their own without the assistance of the member of the supportive community.     History. Source: L. 2021: Entire part added, (SB 21-075), ch. 61, p. 248, § 1, effective September 7.