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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, Shael Eisen Professional Corporation

Group Discounts and Financial Assistance

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.  For financial assistance, please email financialaid-opd@osgoode.yorku.ca

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.

Delivery

The video stream will be sent to you via email as soon as payment is successfully processed.

Refunds

All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

FAQs

Have a question? Read our FAQs.

Technical Support

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

Program Details

Delivery Method

Web - On Demand

Date Recorded
April 19, 2018
Fee per Delegate

$295 plus HST

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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.

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