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.
Let an expert faculty equip you with the knowledge and tools you need over one intensive and dynamic evening. 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.
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
Instructors
Agenda
View the program brochure and agenda to see what you’ll learn from leading experts.
Register
Recorded: Apr 27, 2021
$345 + HST
Printable registration form
If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.
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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 claim.
Substantive | 1h 55m |
---|---|
Professionalism | 1h |
Total | 2h 55m |
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
Deeper Learning Opportunities
LLMs
Are you a law graduate or an executive/senior professional with at least 5 years of specialized experience? Consider a full-time or part-time LLM degree.
Part-time LLMs Full-time LLMsThe Osgoode Certificate
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Online Technical Requirements
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