9.00am: Login and welcome  

Speaker: Katelin Whitley, Principal, Bestic Law and Accredited Specialist in Wills and Estates

9.05am: Preparation of powers of attorney 

• Substitute decision-making instruments available to the client
• Scope of authority, conditions and limitations
• Appointing an appropriate attorney(s)
• Fiduciary duties owed by attorneys

9.35am:  Mental capacity issues concerning the preparation of powers of attorney

• How to screen and assess mental capacity – the legal test
• Preventing abuse of powers of attorney
• Best practice

10.10am: Morning break  

10.20am: Managing risks around powers of attorney

• Tips and traps when an attorney undertakes transactions
• Advising executors when there has been an active power of attorney

10.50am: Reviews by Guardianship Division of the NSW Civil and Administrative Tribunal

• Ground for review of powers of attorney
• Tribunal orders that may be made

 11.15am: Close                

This online webinar is ideal for solicitors in general practice, lawyers and specialists in commercial law, elder law, wills and estates, property law, medico law and more.

This webinar is produced in NSW and features a NSW based practitioner. This webinar is available to practitioners from NSW.

AEDT: Australian Eastern Daylight Time

The course complies with the mandatory requirement of Professional Skills and Substantive Law.

If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If you hold a practising certificate in a state or territory other than Western Australia and this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year.

Practitioners holding WA practising certificates are not eligible to earn CPD points for this course.

Katelin Whitley

Principal, Bestic Law, Accredited Specialist, Wills & Estates and Accredited Specialist in Property Law

Katelin Whitley is the principal of Bestic Law located in Sydney and the Hunter Valley and practices primarily in succession and trust matters. She was admitted to practice in 2001 and was recognised by the NSW Law Society as an Accredited Wills and Estates Specialist in 2011.

She has considerable experience advising and acting on contested estate litigation including lack of testamentary capacity and undue influence cases, family provision claims, construction of will litigation, and application of the Forfeiture Act. Katelin has represented estates, applicants, and beneficiaries.

She works on both simple and high level estate planning and acts on estate administrations including for large and complex estates.

Katelin has been lecturing in the College of Law Wills & Estates Masters of Law Program since 2017. She has completed Masters of Law at the University of Sydney and Masters of Forensic Mental Health in the UNSW School of Psychiatry. She has also been a member of the Law Society of the NSW Elder Law and Succession Committee since 2012. She is a Notary Public and Accredited Specialist in Property Law since 2021.

"Join us in mastering in the art of preparing and advising on enduring powers of attorney because who doesn’t love explaining legal jargon while trying to make their clients feel like they’re not signing away their soul?"

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