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Recorded Webinars

Recorded Webinar: The Uses and Abuses of Enduring Powers of Attorney

Having an enduring power of attorney (EPOA) is, in theory, an important part of overcoming the obstacles associated with loss of decision-making power. However, in practice, the exercise of powers of attorney can give rise to bigger issues and the powers given may be insufficient

Date/Time

About the Webinar

Having an enduring power of attorney (EPOA) is, in theory, an important part of overcoming the obstacles associated with loss of decision-making power. However, in practice, the exercise of powers of attorney can give rise to bigger issues and the powers given may be insufficient to fully manage the affairs of the appointor. This session will provide guidance on drafting enduring powers of attorney that are effective and comprehensive, and advise how to deal with unwanted consequences, including:

  • Choosing the right persons(s) to be attorney - limits on eligibility and other considerations
  • What should the EPOA cover? Personal and financial matters explained
  • Attorney obligations at law, acting jointly and the role of the courts
  • Statutory limitations and protections
  • Drafting appropriate and clear special conditions - what matters might need to be included
  • Duties of the person holding the EPOA - exercising powers in accordance with intentions: McFee v Reilly [2018] NSWCA 322
  • Termination and revocation: the effect of the appointor’s death on the attorney - Dawson v Dawson [2019] NSWCA 826

Presented By

Sam McCullough
Simmons Wolfhagen

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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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