Program Chairs
Ian Hull
Hull & Hull LLP
Suzana Popovic-Montag
Hull & Hull LLP
Powers of attorney can have far-reaching implications for clients and their families.
Build the knowledge and practical judgment you need to advise clients on incapacity planning, powers of attorney and guardianship matters – from initial planning through to more complex and contentious issues.
Powers of attorney are a critical part of incapacity and estate planning, but they can also give rise to complex legal and practical issues. Lawyers may be called upon to advise on the appointment and authority of attorneys, address concerns about capacity or the exercise of an attorney’s authority, or navigate guardianship proceedings when disputes arise.
In this intensive session, experienced practitioners will examine both contentious and non-contentious matters involving powers of attorney and guardianship. Through practical discussion and analysis of common scenarios, you will explore key legal principles, professional considerations and best practices for advising clients and responding to challenging situations.
Can’t Make the Date? Registration includes 120-day unlimited, online access to most of the programs in the series.
What You’ll Learn
Incapacity Planning
- Key incapacity planning documentation
- Continuing Powers of Attorney for Property
- Powers of Attorney for Personal Care
- Advance care directives and “living wills”
Planning Options
- Primary and alternate appointments
- Multiple attorneys, including majority and joint/several authority
- Effective dates and triggering events
- Compensation provisions
Guardianship: The Basics
- Statutory guardians of property
- Court appointment of guardians
Roles and Responsibilities of Attorneys and Guardians
- Management of property
- Personal care decisions
- Best interests of the incapable person and other guiding principles
Accounting Obligations
- Record-keeping requirements
- Applications to pass accounts
- Remedies available on a passing of accounts
Contentious Guardianship Matters
- Applications for removal of attorneys and guardians
- Grounds for removal
- Common concerns regarding powers of attorney
- Applicable procedures
This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.
Who Should Attend
Lawyers and other legal professionals practicing or wishing to practice in wills and estates
Paralegals practicing in wills and estates
Professionals in wealth management and estate management
Faculty
Program Chairs
Ian Hull
Hull & Hull LLP
Suzana Popovic-Montag
Hull & Hull LLP
Past Instructors Include
Bryan Gilmartin
WEL Partners
Holly LeValliant
Scotiabank
Kimberly A. Whaley
WEL Partners
Agenda
Please Note
The information below is from the 2026 iteration of the program. A detailed agenda for the upcoming program will be available soon.
Welcome and Introduction from the Chairs
Incapacity Planning and Powers of Attorney
Guardianship Applications
Rights and Obligations of Attorney and Guardians
Contentious Guardianship Applications and Removals of Attorneys and Guardians
Summary and General Questions
Closing Remarks
Register
Apr 28, 2027
$420 + 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
The hours below are for the 2026 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 | 2h 10m |
|---|---|
| Professionalism | 45m |
| Total | 2h 55m |
| LawPro | 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.
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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.