Program Chair
Ian Hull
Hull & Hull LLP
Suzana Popovic-Montag
Hull & Hull LLP
Managing powers of attorney and guardianship can be complex, whether you’re advising on incapacity planning, navigating guardianship applications, or handling disputes.
Join leading experts in estate and capacity law for a dynamic evening program covering both non-contentious and contentious 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.
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.
Can’t Make the Date? 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
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
Lawyers or other professionals practicing or wishing to practice in wills and estates
Faculty
Program Chair
Ian Hull
Hull & Hull LLP
Suzana Popovic-Montag
Hull & Hull LLP
Past Instructors
Nick Esterbauer
Hull & Hull LLP
Bryan Gilmartin
WEL Partners
Ian Hull
Hull & Hull LLP
Holly LeValliant
Scotiabank
Alexandra Mayeski
MayLex Litigation
Suzana Popovic-Montag
Hull & Hull LLP
Register
Apr 30, 2025
$395 + TAX
Time
1:30 p.m – 4:30 p.m (ET)
Printable registration form
If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.
“Is financial assistance or funding available?”
As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:
CPD and Accreditation
Please Note
Final CPD accreditation has yet to be confirmed. The hours below are for the 2024 iteration of the program and should be used as an estimate only. Confirmed hours will be available soon.
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 |
| LawPRO Risk Management Credit | Yes |
|---|
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
LAWPRO
This program is approved for LAWPRO Risk Management Credit.
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
Stay competitive with deep dives into the most critical issues in law. Taught by leading experts and designed for flexible learning, choose from multi-day programs or take courses at your own pace to build towards a certificate.
Explore certificatesSingle Course Enrollment
Do you have an LLB/JD? Consider taking a single LLM course for deeper learning in a specific area of practice – all credits will apply towards a Professional LLM.
Explore LLM coursesFrequently Asked Questions
Client and Technical Support
Have questions? Get advice in person, by email or over the phone.
Program content questions
Gail Geronimo, Program Lawyer
ggeronimo@osgoode.yorku.ca
Registration questions
Technical support
Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.