Incapacity Planning: The New Law 2011


Course Date: June 22, 2011

Welcome and Introduction

Jay Chalke, QC — Public Guardian and Trustee of BC, Vancouver
Hugh S. McLellan — McLellan Herbert, Vancouver

Issues for Grantors of Enduring Powers of Attorney

  • to be or not to be: the statutory capacity test
  • to share or not to share: the appointment of one or more than one attorney
  • to authorize now or wait until later: continuing vs. springing powers of attorney
  • to pay or not to pay: compensation issues
  • whether ‘tis better to amend or revoke: how and when
  • new execution requirements

Fiona Hunter — Horne Coupar, Victoria
Carmen S. Thériault, QC — Bull, Housser & Tupper LLP, Vancouver 

Issues for Attorneys Under Enduring Powers of Attorney

  • execution by attorneys
  • duties and powers
  • delegation
  • gifts
  • resignation and other termination
  • access to information and privacy for attorneys
  • PGT investigations
  • court directions and orders

R.C. (Tino) Di Bella — Jawl & Bundon, Victoria
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna 

Networking Break

Question and Answer Period

R.C. (Tino) Di Bella — Jawl & Bundon, Victoria
Fiona Hunter — Horne Coupar, Victoria
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna

Planning for Personal and Health Care Decisions

  • representation agreements and advance directives: which document for which client?
  • execution requirements for representation agreements and advance directives
  • mandatory and optional clauses for advance directives
  • other methods of conveying your client’s wishes about health care

Mary B. Hamilton — Davis LLP, Vancouver

Recognition of Extra-Jurisdictional Enduring Powers of Attorney and Representation Agreements

  • jurisdictions to be recognized
  • requirements of recognition
  • powers of the attorney or representative under recognized document
  • extra-jurisdictional advance directives

Sandra L. Enticknap — Miller Thomson LLP, Vancouver

Transitional Issues For Incapacity Planning Before and After September 1, 2011

  • enduring powers of attorney
  • representation agreements
  • advance health care directives
  • amendments to existing documents
  • drafting out of auto-revocation and restrictions
  • new execution requirements

Andrew S. MacKay — Alexander Holburn Beaudin & Lang LLP, Vancouver

Lunch With Featured Speaker: "What to Expect: Common Diseases and Their Impact on Capacity"

Dr. Les J. Sheldon — Mount Saint Joseph Hospital, Vancouver

Health Care Consent Changes

  • new substitute decision makers including ‘close friend’
  • working with advance directives from the perspective of health care providers
  • ‘new’ test for capacity?
  • court applications regarding the interpretation of directives, capacity, and decisions by substitute decision makers

Penny A. Washington — Bull, Housser & Tupper LLP, Vancouver

Abuse and Neglect: Amendments to Adult Protection and Response Legislation

  • Part 3 of Adult Guardianship Act: support and assistance provisions
  • gifting prohibitions under the Community Care and Assisted Living Act and the Hospital Act
  • Public Guardian and Trustee’s powers to investigate and respond to financial abuse and neglect

Kathleen M. Cunningham — Public Guardian and Trustee of BC, Vancouver
Catherine M. Romanko — Public Guardian and Trustee of BC, Vancouver 

Patients Property Act Update

  • passing of accounts
  • termination or continuation of powers of attorney and representation agreements
  • odds and ends

Deidre J. Herbert — McLellan Herbert, Vancouver

Networking Break

Ethical and Practice Issues Surrounding the New Legislation: Panel Discussion

Jay Chalke, QC — Public Guardian and Trustee of BC, Vancouver
Hugh S. McLellan — McLellan Herbert, Vancouver
Jane A.G. Purdie, QC — Hambrook & Company, White Rock