Recorded Webinar: Drafting Specific Powers and Limitations in an Enduring Power of Attorney

Date:  6th May 2021
Duration:  approx. 1 hour  

 ABOUT THE WEBINAR
Appointing an attorney to act on behalf of a person can safeguard that person’s interests and those of their family. The dilemma in drafting an enduring power of attorney is the nature and extent of the powers to be given to the attorney, particularly as these cannot be changed once the donor becomes incapacitated. This session will explore some of the drafting options, including:

  • Attorney appointment and potential conflicts of interest
  • The merits and pitfalls of having joint and several attorneys
  • Broad powers v specific powers – determining the needs of the donor
  • Options for limiting powers and drafting for precision:
    • commencement of the power of attorney
    • specific tasks or responsibilities
    • monetary and financial limitations
    • seeking professional advice
    • consulting family members
    • asset management at pre-defined time
  • Case studies and examples
 PRESENTER
Recorded Webinars,Wills and Succession Law,Recorded Webinar:  Drafting Specific Powers and Limitations in an Enduring Power of Attorney

Scott Whitla, Partner, McCullough Robertson, Brisbane

As an accredited specialist in succession law, Scott specialises in all aspects of succession planning, estate administration and estate and trust litigation.  He manages the firm’s Equity and Private Client team, having been made a Partner in 2009. His clients include high-net worth individuals, accountants, financial advisers and other legal firms and their clients.

Scott assists clients to find effective succession planning solutions which protect and preserve assets for the intended beneficiaries, while also minimising the taxation and stamp duty implications which might otherwise arise.  He is a leading lawyer in the area of preparing, interpreting and contesting wills, administering deceased estates and applications to the Queensland Civil and Administrative Tribunal.

Scott also assists clients with estate administration and estate litigation.  In addition to his substantial experience in these areas, Scott is also an expert on guardianship and administration issues, including matters involving questions of capacity, and the validity of transactions and decisions made under enduring powers of attorney.

Scott is a regular speaker for the Queensland Law Society, Television Education Network and the Taxation Institute of Australia.  He is also a qualified mediator.

 WHO SHOULD ATTEND?

This webinar is suitable for succession lawyers - Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD 

Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]



© Television Education Network Pty Ltd 2021

Product Code: WBDMAY21
 Price:  $264.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.