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Recorded Webinars

Recorded Webinar: Drafting Powers of Attorney – Getting the Tricky Clauses Right

There are many challenges in drafting a power of attorney. The consequences of poor drafting may be significant and fixing things later may not be an option. This session takes you through the best practice requirements in effective drafting of powers of attorney:
PRESENTED BY Jennifer Dixon Practice Leader, Accredited Specialist Wills & Estates - Moores , Melbourne

Date/Time

About the Webinar

There are many challenges in drafting a power of attorney. The consequences of poor drafting may be significant and fixing things later may not be an option. This session takes you through the best practice requirements in effective drafting of powers of attorney:

  • Deciding on type of power of attorney
  • Selecting an agent – eligibility requirements
  • Drafting to reflect donor’s intentions
  • Ensuring the power of attorney complies with legal requirements
  • Deciding time frame it is to operate over
  • Should you have a joint power of attorney?
  • Providing for the death or incapacity of an attorney
  • Key clauses – extent of power and limitations
  • Conflicts clauses
  • Case study – Checklist for clauses and practical examples of general and specific powers of attorney

Presented By

Jennifer Dixon
Practice Leader, Accredited Specialist Wills & Estates, Moores Melbourne, Vic.

With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas.

Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a Fellow SMSF Association Specialist Advisor / FSSA. Jennifer is an in demand speaker across Australia to professional audiences in these areas.

Over the last six years, Jennifer has been recognised as a preeminent and leading practitioner in Doyle's Guide across the two categories of Wills, Estates & Succession Planning and Wills & Estate Litigation:

  • Preeminent Wills, Estates & Succession Planning Lawyer - Victoria, 2022
  • Leading Wills & Estates Litigation Lawyer - Victoria, 2022

In addition, Moores was recognised in Victoria as a first tier law firm in both of those categories for the last six years.

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 Information

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.

WA lawyers – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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]

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