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

Space is strictly limited to ensure that each attendee receives the personal attention necessary to make the most of this rare learning opportunity.

Available course sections

Recorded: Apr 28, 2020

$345 + HST

Printable registration form

If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.

“Is financial assistance or funding available?”

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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.

CPD Hours
Format
Contact us for inquiries about other provinces.
Substantive1h 55m
Professionalism1h
Total2h 55m

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

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Frequently 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

Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.