A world leader in law school lifelong learning
Contact Us

Not to be underestimated, powers of attorney can open a host of issues, including complex guardianship matters. Let an expert faculty equip you with the knowledge and tools you need over one intensive and dynamic evening.

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

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. 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.

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
  • Contentious Guardianship Applications and Removal of Attorneys and Guardians
    • Grounds for removal
    • Common abuses of Powers of Attorney
    • Understanding the procedure

Faculty

Co-Chairs

  • Ian Hull, Hull and Hull LLP
  • Suzana Popovic-Montag, Hull and Hull LLP

Fees

Fees include attendance, program materials, dinner and break refreshments.

Group Discounts and Financial Assistance

OsgoodePD offers group rates and financial assistance for both on-site and webcast formats.

Program Changes

We will make every effort to present the Intensive 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:
Gail Geronimo at ggeronimo@osgoode.yorku.ca

Program Details

Date & Time

April 28, 2020
6:00 p.m. – 9:00 p.m. EST
In Person or Webcast

Location

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

Fee per Delegate

$345 plus HST

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

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

Back to top

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.

Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.

Sponsor A Program

Looking for an innovative way to market your firm’s products or services?

Consider sponsoring an OsgoodePD Continuing Legal Education program or event.