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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A 20% administrative fee will apply to cancellations received in writing by the CBA Branch office up to three (3) business days before the program. After that, no refunds will be issued, but materials and recordings (if available) will be provided. You may substitute another person in your place if you are unable to attend. ABC-NB-CBA reserves the right to cancel sessions due to low registration.
CPD
This session may be eligible for up to 1.5 hours of mandatory continuing professional development.
