Program Chair(s)
Ian Hull
Hull & Hull LLP
Suzana Popovic-Montag
Hull & Hull LLP
Not to be underestimated, powers of attorney can open a host of issues, including complex guardianship matters.
A power of attorney should not be an afterthought during the will drafting and estate planning process. A thorough understanding of powers of attorney and guardianship is essential to practicing Wills and Estates.
Let an expert faculty equip you with the knowledge and tools you need.
Set up in an interactive format, an expert faculty of practitioners will not only walk you through both contentious and non-contentious matters, but will also involve you in a dynamic discussion about best practices and the range of scenarios you might face in this area.
Registration includes 120-day unlimited, online access to the recorded program.
What You’ll 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
Contentious Guardianship Applications and Removal of Attorneys and Guardians
- Grounds for removal
- Common abuses of Powers of Attorney
- Understanding the procedure
Who Should Attend
Both experienced wills and estates practitioners who want to refresh their knowledge of the basics and those newer to estates practice
Faculty
Program Chairs
Ian Hull
Hull & Hull LLP
Suzana Popovic-Montag
Hull & Hull LLP
Agenda
View the program brochure and agenda to see what you’ll learn from leading experts.
Register
Recorded: Apr 28, 2020
$345 + HST
Printable registration form
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CPD and Accreditation
OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may be able to claim. Listed hours are based on the original live program. Online program viewing varies by jurisdiction, please email cpd@osgoode.yorku.ca or refer to your regulatory body to ensure compliance.
| Substantive | 1h 55m |
|---|---|
| Professionalism | 1h |
| Total | 2h 55m |
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Gail Geronimo, Program Lawyer
ggeronimo@osgoode.yorku.ca
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