MANITOBA BAR ASSOCIATION
WILLS & ESTATES LAW SECTION
NOTICE OF MEETINGS
*Please note: In-person attendance to this session is limited*
POWERS OF ATTORNEY – A THREE-PART SERIES YOU WON'T WANT TO MISS
THIRD SESSION:
DATE: Tuesday, December 11, 2018
TIME: 12:00 Noon – 1:30pm
LOCATION: 2nd Floor Conference Room, 444 St. Mary Avenue, Winnipeg
TOPIC: Part III – Powers of Attorney - Advanced Topics
SPEAKERS:
Ken Mandzuik (Tradition Law LLP)
Caroline Kiva (Thompson Dorfman Sweatman LLP)
Todd Wiebe, Wealth Advisor, RBC Dominion Securities Inc.
Rob Hotel, Royal Bank of Canada
Our final session will cover more in-depth issues such as an attorney's ability to do estate planning for the donor and reporting/accounting at the time of donor's death, financial and banking reporting requirements, tax barriers and other obstacles facing foreign individuals acting under POA. We will also cover joint accounts and offer the perspective of a major bank (retail and investing) on its experience with joint accounts and persons acting under POA, how they approach jointly held assets and why.
Please RSVP to the Manitoba Bar Association online by clicking "Register Now". If you cannot attend in person, there is an option to attend via teleconference.
Attendance at these MBA meeting can be applied towards your Law Society of Manitoba's Continuing Professional Development for a maximum of 4.5 hours (1.5 hours per session).
PAST SESSIONS:
DATE: Tuesday, October 9, 2018
TIME: 12:00 Noon – 1:30pm
LOCATION: 2nd Floor Conference Room, 444 St. Mary Avenue, Winnipeg
TOPIC: Part I – Powers of Attorney - The Basics
SPEAKERS:
Ken Mandzuik (Tradition Law LLP)
Gerrit Theule (Wolseley Law LLP)
For those just starting in this area, who want a refresher or to improve their knowledge of basic POA issues, this first session will cover why powers of attorney are so crucial, drafting tips, what an attorney can and cannot do, attorney compensation, capacity issues, and advising the attorney. This is the first of a three-part series.
DATE: Wednesday, November 7, 2018
TIME: 12:00 Noon – 1:30pm
LOCATION: 2nd Floor Conference Room, 444 St. Mary Avenue, Winnipeg
TOPIC: Part II – Powers of Attorney - Duties and Obligations
SPEAKERS:
Ken Mandzuik (Tradition Law LLP)
Nicole Hamilton (Pitblado Law LLP)
In this second session of our three-part series, seasoned litigators will present on an attorney's obligations under the Act and at common law, dealing with a misbehaving attorney including remedies and sanctions, setting aside a POA for undue influence, advising the attorney including on providing his/her accounting and removing or replacing attorneys.
Charlotte McCurdy
Chair, MBA Wills & Estates Section
Taylor McCaffrey LLP
Ph: 204-988-0376
cmccurdy@tmlawyers.com
