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Many clients will retain you for a will and power of attorney in conjunction. Not to be underestimated, powers of attorney can open a Pandora’s Box of issues, including complex guardianship matters. Let an expert faculty equip you with the knowledge and tools you need over one intensive evening.

This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.

A thorough understanding of powers of attorney and guardianship is essential for your wills and estates practice. An expert faculty of practitioners will walk you through what you need to know, addressing both contentious and non-contentious matters.

You will learn:

  • Incapacity Planning: Understanding key documentation
    • (Continuing) Powers of Attorney for Property
    • Powers of Attorney for Personal Care
    • Advance Care Directives and “Living Wills”
  • What are your Planning Options?
    • Primary and alternate appointments
    • Appointing multiple attorneys (majority clauses; authority to act jointly; authority to act jointly and severally)
    • Provisions regarding effective date/triggering event
    • Addressing compensation issues
  • Guardianship: The Basics
    • Statutory guardians of property
    • Court appointment of guardians
  • Role of Attorneys and Guardians
    • Management of property
    • Personal care decisions
    • Best interests of the incapable, and other guiding principles
  • Accounting Obligations of Attorneys and Guardians
    • Importance of record-keeping
    • Applications to Pass Accounts
    • Remedies available on a Passing of Accounts
  • Removal of Attorneys and Guardians
    • Grounds for removal
    • Common abuses of Powers of Attorney
    • Understanding the procedure
  • What is the role of the Public Guardian and Trustee in Guardianship Applications and Passings of Accounts?

Faculty

Chair

  • Ian Hull, Hull and Hull LLP
  • Nick Esterbauer, Hull & Hull LLP
  • Sean Graham, Graham Estate Law
  • Holly LeValliant, Mills & Mills LLP

Fees

Fees include attendance, program materials, continental breakfast, lunch and break refreshments.

Group Discounts

OsgoodePD offers group rates for both on site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

FAQs

Have questions? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Paul Truster at
ptruster@osgoode.yorku.ca

Program Details

Date & Time

April 19, 2018
6:30 p.m. - 9:30 p.m. EDT
*Registration and dinner begin at 6:00 p.m

Online Replay
May 25, 2018
9:00 a.m. - 12:00 p.m. EDT
Register for the Online Replay.

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

$295 plus HST

Register Now

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Both experienced wills and estates practitioners who want to refresh their knowledge and those newer to estates practice

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Take a giant leap forward with the Osgoode Intensive Program in Wills & Estates. Opt for in- depth comprehensive coverage of the essential topics, or fill gaps in specific areas with separately bookable modules.

Learn more.

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