Archive for the ‘Power of Attorney’ Category

Living in a Cloud? It doesn’t mean what it used to!

Friday, July 4th, 2014

Last week I had the pleasure of presenting as part of a panel at an Estate Planning Workshop organized by Mr. Christian Steinbock from Dominion Securities. I was joined by Ms. Indra Bharat, Financial Planning Consultant with RBC and Mr. Ismail Barmania, Estates and Trust lawyer at Barmania-Lawyers. ...

Principles behind capacity assessment

Monday, June 23rd, 2014

The capacity to execute a Will, Power of Attorney (POA), manage Property or Personal Care or marry are cognitive tasks determined by an admixture of legal, statutory and clinical guidelines and factors. Hence, the need for a truly collaborative approach to their assessment and legal determination. In the case of testamentary ...

POA’s for Care: Part 2/2

Tuesday, June 17th, 2014

Continuing from my previous blog, the subject of Power of Attorney for Personal Care continues to require our attention. Fellow blogger Paul Fensom reviewed in his April 23, 2014 blog the results of the Scotia Poll finding that only 33% of respondents had a POA for property. My strong ...