Course details

    1. Presentation

    2. Recording

About this course

  • $49.00
  • 1 CPD hour
  • August 15, 2024

Course description

This session will cover the following topics:

Powers of Attorney for Property:
  • What is a Power of Attorney for Property?
  • What can attorneys for property do and not do?
  • What are the requirements for a valid Power of Attorney for Property?
  • What are the relevant issues surrounding mental capacity and property management?
  • Are there possible alternatives to a Power of Attorney for Property for incapacity planning purposes? What are the risks associated with them?


    Power of Attorney for Personal Care:

  • What is a Power of Attorney for Personal Care?
  • What can attorneys for personal care do and not do?
  • What are the requirements for a valid Power of Attorney for Personal Care?
  • What are the relevant issues surrounding mental capacity and making personal care and health care decisions?
  • Are there possible alternatives to a Power of Attorney for Personal Care for incapacity planning purposes? What are the risks associated with them?


    Vulnerable Clients:

  • How can we identify who a vulnerable client is?
  • How can when a vulnerable client may be being abused?
  • What are advisors’ obligations when dealing with vulnerable clients?
  • Instructor(s)

    Darren Lund

    Partner at Fasken

    Darren Lund’s practice is focused on a range of estate planning, estate administration, and private client service matters. Darren regularly assists clients with complex multiple will planning, family trusts, alter ego and joint partner trusts, marriage contracts, business succession, estate freezes, charitable gift and tax planning, planning for individuals with disabilities, cross-border planning, powers of attorney, and estate planning aspects of assisted reproduction and posthumous conception.

    Darren’s experience also extends to estate administration matters, both contentious and non-contentious, where he advises trustees, beneficiaries, and attorneys acting under a power of attorney. He assists with such matters as probate matters, passing of fiduciary accounts, trust variations, post-mortem tax planning, and the administration of complex estates.

    Darren speaks and writes on a variety of topics including estate planning for spouses and couples, effective use of trusts, will drafting, charitable giving, family law matters in estate planning and administration, estate planning for persons with disabilities, assisted reproduction, and posthumous conception. He previously practised estates law at a large national law firm.

    Darren’s practice has been recognized by Best Lawyers in Canada and the Canadian Legal Lexpert Directory.

    Demetre Vasilounis

    Associate at Fasken

    Demetre is an associate in the Private Client Services group of the firm's Toronto office. He has a broad trusts and estates practice and has developed and implemented cohesive succession plans for clients involving a wide range of different family and corporate structures. He has also advised on a breadth of family wealth planning matters, including tax issues, estate freezes, cross-border and international estates, probate planning, disability planning, charitable gifting, asset protection strategies, personal privacy, intellectual property and domestic contracts.

    Demetre regularly speaks and writes about various legal issues in succession planning, including in particular the evolving area of digital assets in estate planning. His work has been cited by the Ontario Superior Court of Justice and he has spoken at both national and international events. Demetre has obtained the prestigious Trust and Estate Practitioner (TEP) designation from the Society of Trusts and Estates Practitioners (STEP). While Demetre assists many families with navigating these areas, he is also experienced in helping individual entrepreneurs and business owners, philanthropists, athletes, artists, authors, entertainers, social media influencers and various types of professionals.

    Demetre is passionate about contributing to the legal community and the effective development of the law. He is an active member of the STEP Digital Assets Global Special Interest Group Steering Committee. In this capacity, he collaborates with prominent trusts and estate practitioners worldwide to address interjurisdictional legal gaps in this domain. Demetre has also served in differing capacities for the Ontario Bar Association’s Trusts and Estates Section Executive. In his current role as Public Affairs Liaison, he continually fosters collaboration between the trusts and estates Bar and the Ontario Ministry of the Attorney General. His efforts are dedicated to improving efficiency and advocating for meaningful change to benefit the Bench, the Bar, and the broader public.