Increase the likely success of your next client’s Guardianship Application by brushing up on your management plan and guardianship plan drafting skills with this essential session. Our panel of experts will get you up to speed on the latest substantive and practical issues, including:

• What is the role of the PGT in assisting the court with complex investment plans?
• How to ensure your plans are in the best interest of the incapable person
• Creating trusts and making testamentary-like decisions for the incapable person
• Dealing with joint assets and trust accounts
• Developing competing plans:  living at home versus institutionalized care

SPEAKERS

Dermot Moore, Office of the Public Guardian and Trustee
Kelly Charlebois, Miller Thomson LLP

PROGRAM CHAIR

Amanda Stacey, Miller Thomson LLP