Materials comprised of a Paper and PowerPoint Handout.
Presenters:
Mary Joy Simpson Partner, Hesketh Henry
Lauren Sieprath Senior Associate, Hesketh Henry
Synopsis:
Mary Joy Simpson and Lauren Sieprath created this practical paper on Enduring Powers of Attorney (EPOAs). They provide a useful refresher on key aspects of advising clients on EPOAs, with a focus on practical tips and common challenges. Topics include taking instructions, capacity considerations, witnessing requirements, invoking an EPOA, and changing or ending an EPOA – with reference to recent case law.
These Materials will help you:
- Understand the process of taking instructions and the capacity required to execute an EPOA.
- Navigate the complexities of EPOAs, including capacity assessments, identifying suitable attorneys, and meeting witnessing requirements.
- Gain practical knowledge on activating an EPOA and understanding the attorney’s responsibilities.
- Learn how to address issues such as advance directives, certificates of non-revocation, and changing or ending an EPOA.
Intended Audience:
Anyone doing private client work, including general practitioners and legal executi
