Areas of Law
Areas of Law
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Date
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  • OC-62111-06
    This presentation provides information on dispute resolution in adult guardianship and trusteeship including using interest-based negotiation and mediation in a way that respects the wishes, values, and beliefs of the represented adult. It also provides considerations to make when drafting resolution documents. This on-demand program was originally presented as an in-person program in February 2019.
  • OC-62111-05
    This presentation provides a clinical process to assessing decision-making capacity as well as a discussion of the capacity continuum. The materials include a capacity assessment worksheet and a worksheet to use when conducting a capacity assessment. This on-demand program was originally presented as an in-person program in February 2019.
  • OC-62111-04
    This presentation analyzes the duties of both guardians and trustees; it discusses report letters, record-keeping, accounting, reviews and passing of accounts, guardian and trustee plans, and authority to sell or encumber property. This on-demand program was originally presented as an in-person program in February 2019.
  • OC-62111-03
    This presentation discusses the authority and the duties of guardians and trustees within the framework of the Adult Guardianship and Trusteeship Act and its regulations. The materials include a sample order of appointment of a guardian and trustee, a sample reporting letting to guardians and trustees, and resources for newly appointed guardians and trustees. This on-demand program was originally presented as an in-person program in February 2019.
  • OC-62111-02
    This presentation addresses capacity assessment requirements and reviews strategies to address common issues, including who to appoint, and joint or separate authority. This on-demand program was originally presented as an in-person program in February 2019.  
  • OC-62111-01
    This presentation explores how to assess decision-making options properly, and discover when it may be valuable to assign supportive or substitute decision-makers. It also explores starting new applications, including the review or removal of existing guardians, trustees, agents, or attorneys. This on-demand program was originally presented as an in-person program in February 2019.
  • OC-62108-05
    This presentation is an overview of cases specifically dealing with ss. 22, 23, and 24 of the WSA, and explores the process of changing designated beneficiaries under plans after a will has been executed, including common pitfalls and what to watch for. It reviews the 3 Rs and 2 As, and analyzes the difference between revival and republication. This on-demand program was originally presented as an in-person program in January 2019.
  • OC-62108-04
    This presentation explores the rules for lapse and other failed gifts through an examination of ss. 32 and 33 of the Wills and Succession Act [WSA]. This on-demand program was originally presented as an in-person program in January 2019.
  • OC-62108-03
    This presentation reviews relevant legislation and leading cases, and identify key factors as they relate to non-compliant wills. This on-demand program was originally presented as an in-person program in January 2019.
  • OC-62108-02
    In this presentation, participants learn to identify challenging issues for attorneys, and explore a variety of outcomes and dispute resolution tactics for those issues. They will also discuss conflicting Power of Attorney documents and ethical considerations (such as financial institutions) for third parties. This on-demand program was originally presented as an in-person program in January 2019.
  • OC-62108-01
    This presentation explores the unique world of managing EPAs on the grounds of capacity and undue influence. This on-demand program was originally presented as an in-person program in January 2019.
  • OC-62066-06
    In this presentation, Sylvia A. Carruthers outlines common concerns with documents, other than wills that play a key role in estate planning.  Consideration is given to enduring powers of attorney, personal directives, supported decision making authorizations, and Canada Revenue Agency forms. This on-demand program was originally presented as an in-person program in November 2017.