Powers of attorney in practice (NSW)
Powers of attorney in practice (NSW)
Date & time: 20 November 2024, 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.
The expert facilitator is:
- 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
OUTLINE
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
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.
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.
All times listed for this course are 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.
The course complies with the mandatory requirement of Professional Skills and Substantive Law
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.
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