(RECORDING)

What are a lawyer’s duties and how to ensure your clients’ Enduring Powers of Attorney are valid and effective for both their benefit and their Attorneys. What tools and tips will enhance the advice and services you provide to clients?

     •    Client retainers, information intake and file management
     •    Formal requirements - Property & Financial Affairs, Personal Care
     •    Capacity - determining capacity of a client whose capacity changes during the retainer 
          before signing
     •    Attorneys - managing multiple and alternate attorneys, prohibitions and restrictions
     •    Decision-making hierarchy for an Attorney - client with capacity or with dealing or changing capacity 
     •    Activation of an EPA and releasing them to an Attorney
     •    Additional powers and clauses to include: spouses, compensation, gifts, beneficiary designations,
          digital assets 
     •    Monitors
     •    Reporting requirements and information sharing with family members
     •    Multi-jurisdictional recognition
     •    Court Applications to request the appointment of a new Attorney

Other practical tips and topics - Planning EPA’s in the context of larger estate plans and how to integrate them and align them.

CO-CHAIRS

Monica Barley, Actus Law 
Jodi Lee-White, Wills for the UnWilling

SPEAKERS

Monica Barley, Actus Law 
Jodi Lee-White, Wills for the UnWilling
Christopher Marr, TEP - Stewart McKelvey

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CPD

This session may be eligible for up to 1.5 hours of mandatory continuing professional development.