Last updated: October 01 2014
Very few people have any training to help them be the best Powers of Attorney of they can be. Now advisors and their clients can learn how in a half day session hosted by top lawyers in this field.
Knowledge Bureau is pleased to partner with Tradition Law LLP to bring Attorney School to Regina, Vancouver and Toronto. Designed especially for tax and financial advisors and their clients, this half day session prepares loved ones to be Powers of Attorney. Registration ends October 10.
Undertaking the role of Power of Attorney for a loved one can be overwhelming, especially if you don't know where to start. If you have agreed to be a Power of Attorney, prepare yourself early by learning the 8 steps you need to know. If you are an advisor, this will be an excellent event to attend with your clients to have them learn the eight-step process for doing the job of Power of Attorney. An online course can be taken after the class to consolidate knowledge, at the option of the attendee.
The objective is to come away from this workshop with guidance from the writers – top lawyers in the field who will answer your questions and help you understand your role better. The job is more complex than you think. You want to do the best possible job. You don’t want to break any rules along the way. Understand the process to best benefit your family by becoming better informed and becoming confident through the process.
Speakers are lawyers well versed the subject:
In Regina:
Greg Murphy is a Partner in the Regina office of Miller Thomson and has over 26 years’ experience in private practice.
Greg’s areas of expertise include, corporate and commercial, commercial litigation, estate and succession planning. He has extensive experience in advising and serving individuals and small business enterprises, particularly in the agribusiness sector, including the purchase and sale of businesses, assets, shares; incorporation, dissolution, shareholder agreements, tax considerations, insurance, estate planning and administration, financing, employment contracts, real property leasing, purchasing and financing, and intergenerational transfer of assets/businesses.
In Vancouver:
Sandra Enticknap practices in the area of estate and incapacity planning, estate litigation, charitable gift planning, and related matters.
She has been named in the Canadian Legal expert Directory of leading lawyers for Estate & Personal Tax Planning since 2007, and is recognized in Best Lawyers® in Canada for Corporate Law – Non-profit Foundations, and Trusts and Estates for 2013-2015. Sandra was also a 2010 nominee for the YWCA Women of Distinction award in the Business & Professions category.
In Toronto:
Margaret O'Sullivan's practice involves all aspects of private client work, including estate planning; will and trust planning; incapacity planning; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts. Margaret is recognized in Euromoney's Guide to the World's Leading Trusts and Estates Practitioners (2011 - 2013), in The International Who’s Who of Private Client Lawyers 2013, in The Canadian Legal LEXPERT Directory 2012 - 2013 as a leading practitioner in estate planning, and in The Best Lawyers in Canada 2013 – 2014. She is the recipient of the Ontario Bar Association’s 2013 Award of Excellence in Trusts and Estates Law. Prior to establishing an independent practice, Margaret was a partner in the Toronto office of the national Canadian law firm Stikeman Elliott where she directed its trusts and estates practice. She has practiced exclusively in the area of trusts and estates since 1983.
Early registration fees are $99 per attendee before October 10, $195 after October 10. To register, call Knowledge Bureau at 1-866-953-4769 or enrol online.