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Powers of attorney in practice

Course ID WN210209_WEP1

  • Webinar
  • 2.25
  • Foundation
  • 2 CPD POINTS

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. 

The expert facilitator is: 

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

Attendee feedback from past intake: 

  • “It was really well prepared, conducted and managed by the presenter.”
  • “Excellent presenter and well run webinar.”
  • “Very informative. Presenter was knowledgeable and easy to listen to. Chat box with comments and questions also a really good idea.”

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

The time listed for this course is Australian Eastern Daylight Savings Time (AEDT). Please take note of any time differences if you are registering from QLD, WA, SA, NT or from outside Australia. 

Price

Full Price $198.00

Alumni/Member Price $178.20

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Dates

Start date:

11 February 2021

End date:

11 February 2021

Time:

9.00am AEDT - 11.15am

    About This Course

    Overview

    9.00am: Login and welcome Speakers: 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

     

    Designed for

    This online seminar 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 all NSW based practitioners

     

    Claiming CPD units

    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 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. If you are in any doubt, you should check your local rules. If you practise in Western Australia, please check local rules regarding interactive activities and note that the College of Law is recognised by the Legal Practice Board of WA as a QA provider of CPD.

     

    Mandatories Covered

    The program covers the mandatory requirement of Professional Skills and Substantive Law.

     

    Presenter biography

    Katelin Whitley Principal, Bestic Law, Accredited Specialist, Wills & Estates

    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 and is a Notary Public.

     

    Filming and Photography

    Please be aware that this webinar organised by the College of Law may be recorded for use on our websites, 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.

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