Skip to main content
Picture of
Ask about training options for organisations Learn more

Powers of attorney in practice (NSW)

  • 2 hrs
  • 2 CPD Points
  • 18/02/2025 - 18/02/2025
  • Interactive
  • Start from $198.00
  • WN0201_WEP1

Powers of attorney in practice (NSW)

Date & time: 18 February 2025, 9.00am to 11.15am AEDT

In an ageing population, power of attorney applications are increasing in frequency. Both general and enduring powers of attorney have significant advantages for your client. It allows the appointed attorney authority to handle the applicant’s business, banking, real estate, insurance, investment, pension and gift transactions.

In this live webinar, you will be guided through critical information to understand the process, complexities, associated risks and dispute resolution methods when dealing with this substitute decision making instrument.

Facilitated by: 

  • Katelin Whitley, Principal, Bestic Law and Accredited Specialist in Wills and Estates and Accredited Specialist in Property Law

Attendee feedback from past intake: 

  • “It was really well prepared, conducted and managed by the presenter.”
  • “This webinar was run professionally. Katelin was a fantastic presenter who was easy to listen to and follow. I would be happy to attend another of Katelin’s seminars in the future.”
  • “Very informative. Presenter was knowledgeable and easy to listen to. Chat box with comments and questions also a really good idea.”
  • “Katelin presented well, efficient in the allocated time and relevant and interesting content.”
  • “This is the second webinar I have done with Katelin Whitley. I also did the will drafting one. She is a great presenter in my view and obviously very experienced. I am very appreciative as I am am about to go into my own practice. Materials were great and I will look out for her future webinars.”
  • “Katelin was so professional and helpful, I got a lot out of this.”

At the end of this live webinar, you will earn 2 CPD points.

 

Course Outline

9.00am: Login and welcome  

Speaker: Katelin Whitley, Principal, Bestic Law and Accredited Specialist in Wills and Estates

9.05am: Preparation of powers of attorney 

  • Substitute decision-making instruments available to the client
  • Scope of authority, conditions and limitations
  • Appointing an appropriate attorney(s)
  • Fiduciary duties owed by attorneys

9.35am:  Mental capacity issues concerning the preparation of powers of attorney

  • How to screen and assess mental capacity – the legal test
  • Preventing abuse of powers of attorney
  • Best practice

10.10am: Morning break  

10.20am: Managing risks around powers of attorney

  • Tips and traps when an attorney undertakes transactions
  • Advising executors when there has been an active power of attorney

10.50am: Reviews by Guardianship Division of the NSW Civil and Administrative Tribunal

  • Ground for review of powers of attorney
  • Tribunal orders that may be made

 11.15am: Close                

This online webinar is ideal for solicitors in general practice, lawyers and specialists in commercial law, elder law, wills and estates, property law, medico law and more.

This webinar is produced in NSW and features a NSW based practitioner. This webinar is available to practitioners from NSW.

AEDT: Australian Eastern Daylight Time

The course complies with the mandatory requirement of Professional Skills and Substantive Law.

If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If you hold a practising certificate in a state or territory other than Western Australia and this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year.

Practitioners holding WA practising certificates are not eligible to earn CPD points for this course.

Katelin Whitley

Katelin Whitley

Principal, Bestic Law, Accredited Specialist, Wills & Estates and Accredited Specialist in Property Law

Katelin Whitley is the principal of Bestic Law located in Sydney and the Hunter Valley and practices primarily in succession and trust matters. She was admitted to practice in 2001 and was recognised by the NSW Law Society as an Accredited Wills and Estates Specialist in 2011.

She has considerable experience advising and acting on contested estate litigation including lack of testamentary capacity and undue influence cases, family provision claims, construction of will litigation, and application of the Forfeiture Act. Katelin has represented estates, applicants, and beneficiaries.

She works on both simple and high level estate planning and acts on estate administrations including for large and complex estates.

Katelin has been lecturing in the College of Law Wills & Estates Masters of Law Program since 2017. She has completed Masters of Law at the University of Sydney and Masters of Forensic Mental Health in the UNSW School of Psychiatry. She has also been a member of the Law Society of the NSW Elder Law and Succession Committee since 2012. She is a Notary Public and Accredited Specialist in Property Law since 2021.

"Join us in mastering in the art of preparing and advising on enduring powers of attorney because who doesn’t love explaining legal jargon while trying to make their clients feel like they’re not signing away their soul?"

Please be aware that video/audio recording may occur at professional development events organised by the College of Law for use on our website, marketing materials and publications. By attending and participating in a College of Law Continuing Professional Development course, you consent to the College of Law photographing or recording and using your image and likeness and/or voice.

“This is the second webinar I have done with Katelin Whitley. I also did the will drafting one. She is a great presenter in my view and obviously very experienced. I am very appreciative as I am about to go into my own practice. Materials were great and I will look out for her future webinars.”

Past Attendee

“This webinar was run professionally. Katelin was a fantastic presenter who was easy to listen to and follow. I would be happy to attend another of Katelin’s seminars in the future.”

Past Attendee

“Very informative. Presenter was knowledgeable and easy to listen to. Chat box with comments and questions also a really good idea.”

Past Attendee

C“Katelin presented well, efficient in the allocated time and relevant and interesting content.”

Past Attendee

“Katelin was so professional and helpful, I got a lot out of this.”

Past Attendee

RELATED COURSES

26 February 2025, 9.30am to 1.30pm AEDT. ​Enhance your expertise in testamentary trusts with this more advanced course, perfect for providing precise advice to clients. Led by Accredited Specialist Robert Monahan, you'll refine your skills in preparing testamentary trusts, managing risks, and understanding tax implications.​
26 February 2025, 9.30am to 1.30pm AEDT. ​Enhance your expertise in testamentary trusts with this more advanced course, perfect for providing precise advice to clients. Led by Accredited Specialist Robert Monahan, you'll refine your skills in preparing testamentary trusts, managing risks, and understanding tax implications.​
This course will equip you with guidelines to follow when instructed to administer a deceased estate. You’ll know which processes to follow when the deceased person dies leaving a valid will (testate) or without leaving a valid will (intestate).
This course will equip you with guidelines to follow when instructed to administer a deceased estate. You’ll know which processes to follow when the deceased person dies leaving a valid will (testate) or without leaving a valid will (intestate).
Enhance your career and skills using the Interdisciplinary Collaborative Practice (ICP) model as either a lawyer, coach or expert consultant. ICP is a proven method of alternative dispute resolution that emphasises a team-based holistic approach to managing a family breakdown and resolving disputes.
Enhance your career and skills using the Interdisciplinary Collaborative Practice (ICP) model as either a lawyer, coach or expert consultant. ICP is a proven method of alternative dispute resolution that emphasises a team-based holistic approach to managing a family breakdown and resolving disputes.
20 March 2025, 10.00am to 11.00am AEDT Learn about the recent changes in Wills and Estates practice, including will drafting essentials, the use of testamentary trusts in estate planning, superannuation, trusts, incapacity and will challenges.
20 March 2025, 10.00am to 11.00am AEDT Learn about the recent changes in Wills and Estates practice, including will drafting essentials, the use of testamentary trusts in estate planning, superannuation, trusts, incapacity and will challenges.
This course will teach you how to correctly draft wills, minimise negligence claims and tailor each will to your clients’ needs and circumstances. 
This course will teach you how to correctly draft wills, minimise negligence claims and tailor each will to your clients’ needs and circumstances. 
Upskill in probate law to provide clarity and certainty during these challenging times. This course will guide you through the processes, complexities and risks when dealing with probate. You’ll learn how to distribute the assets of the estate according to the requirements of the will.
Upskill in probate law to provide clarity and certainty during these challenging times. This course will guide you through the processes, complexities and risks when dealing with probate. You’ll learn how to distribute the assets of the estate according to the requirements of the will.
This course will guide you through the processes, complexities and risks when dealing with this substitute decision-making instrument. 
This course will guide you through the processes, complexities and risks when dealing with this substitute decision-making instrument. 
10 December 2024, 9.00am to 11.15am AEDT. In this live webinar, you will be guided through critical information to understand the process, complexities, associated risks and dispute resolution methods when dealing with this substitute decision making instrument.
10 December 2024, 9.00am to 11.15am AEDT. In this live webinar, you will be guided through critical information to understand the process, complexities, associated risks and dispute resolution methods when dealing with this substitute decision making instrument.
Want to draft and execute your clients’ wills and estates with confidence and clarity? This course bundle will build your capabilities across four essential – and practical – modules.
Want to draft and execute your clients’ wills and estates with confidence and clarity? This course bundle will build your capabilities across four essential – and practical – modules.
Date & time: 19 February 2025, 9.30am to 1.30pm AEDT. Join us for a half-day program on testamentary trusts, perfect for new or experienced legal practitioners. Led by Robert Monahan, you'll learn about different types of testamentary trusts, their tax implications, drafting techniques, and how to apply the right trust to various scenarios.
Date & time: 19 February 2025, 9.30am to 1.30pm AEDT. Join us for a half-day program on testamentary trusts, perfect for new or experienced legal practitioners. Led by Robert Monahan, you'll learn about different types of testamentary trusts, their tax implications, drafting techniques, and how to apply the right trust to various scenarios.
We use cookies to compile information about how our website is used and to improve the experience of our website visitors. For more information about the cookies we use, please read our Cookies and Electronic Marketing Policy. To adjust your cookie settings, click 'More information'. By clicking 'Accept and continue', you consent to our use of cookies.
College of Law recommends the use of all cookies to provide you with the optimal experience while visiting our website. Choose below to accept the recommended settings or continue to adjust your individual preferences.

Adjust your settings

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose to opt out of functional and advertising cookies. Click on the different cookie categories to find out more about each category and to change the default settings.
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer's interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.