Powers of Attorney and Guardianship: Non-Contentious and Contentious Matters

Faculty

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

Chair

• Ian Hull, Hull and Hull LLP

Faculty

• Speakers TBA

Fees

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

Group Discounts

OsgoodePD offers group rates for both on site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

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