Problems with POA for Property and Care: What’s in a Name?

Wednesday, July 22nd, 2015

Today's blog was written by guest blogger Dr. Richard Shulman. Dr. Shulman is a Geriatric  Psychiatrist and the Service Medical Director for Seniors Mental Health Services at Trillium Health Partners (Mississauga Hospital, Credit Valley Hospital and Queensway Health Centre) and he is available for independent medical-legal capacity assessments. Dr. Shulman is an assistant professor at the University ...

The Overzealous POA for Personal Care

Monday, June 15th, 2015

A character I have encountered frequently in my practice lately is the “I-make-all-of-the-decisions-now-and-it’s-my-way-or-the-highway” POA for personal care (POAPC).  This person steps in and makes sweeping decisions without properly consulting the grantor and the grantor’s supportive family and friends.  Whether having mendacious or well-placed motives, an overzealous POAPC can do tremendous ...

POWERS OF ATTORNEY AND ALTER EGO TRUSTS

Tuesday, September 16th, 2014

My fellow bloggers and I have written in the past about the ins and outs of legitimate probate fee avoidance arrangements available to a testator. These arrangements include an intervivos transfer of assets such as alter-ego trusts. Care and advice must be taken to ensure that the transfer of assets ...