Enduring Powers of Attorney are a very useful tool to address issues of management of property and capacity. Yet all too often they do not deliver the anticipated result. This webinar, looking at recent legislative changes and the implications of case law, will provide tips on drafting effective EPAs and insights into the briefing of both the donor and attorney on expectations and behaviour.
- Learn more about the effect of new legislation on the way in which EPAs are drafted and some of the problems that may arise in practice with the online forms as well as requirements for the witnessing of donor signatures, revocation and certificates of capacity.
- Gain a better understanding of how attorneys should conduct themselves, particularly in light of relevant case law and the importance of considered and careful drafting to ensure this.
- Receive insights into how best to advise clients on the appointment of attorneys and how to advise attorneys themselves on their role and responsibilities.
Who should attend?
General practitioners, family lawyers and other lawyers and legal executives who prepare EPAs, act as attorneys or who encounter EPAs as part of their practice.
Mary Joy Simpson
A specialist in trust and estate planning law, Mary Joy regularly reviews and provides advice on personal estate plans. As part of her practice, Mary Joy is involved in both the drafting of enduring powers of attorney and their implementation when the client no longer has mental capacity to manage their personal affairs. Mary Joy is passionate about ensuring attorneys appreciate the powers and duties their fiduciary role entails. Mary Joy has previously presented for ADLS on enduring powers of attorney and trust drafting.
Israel is a partner at Jackson Russell and leads its trusts and succession planning practice. He advises on trusts, estates and family succession planning and has over 14 years’ experience in this niche area.