Ethical Issues in Wills & Estates | CPDonline.ca

Ethical Issues in Wills and Estates

Ethical Issues in Wills and Estates
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CPD Accredited Credits
Professionalism: 0.5
30 minutes
Presenter(s)
Daniel J. McNamara
Source
Middlesex Law Association
Provider
CPDOnline.ca
Language
English
Length
30 minutes
Price
$79.00 plus tax
The Thirteenth Annual Wills, Estates & Trusts Seminar
Includes Handouts

This session goes over four scenarios with regards to Ethical Dilemmas.

  • Scenario 1 - Individual dies with substantial estate, no will found - family retains lawyer
  • Scenario 2 - Can the Lawyer who draws a Power of Attorney for Property for a client provide legal advice to the attorney when the Power of Attorney is activated.
  • Scenario 3 - Should a lawyer who prepares a Power of Attorney (property or personal care) send a detailed letter (with the client’s consent) to the attorney setting out the attorney’s duties immediately following the signing of the POA?
  • Scenario 4 - What to do when you represent joint clients whose first language is a language you do not understand

Presenters

Daniel J. McNamara

Daniel J. McNamara practises in the areas of wills and succession, labour and employment, real estate, and corporate representation of religious institutions and government-funded social service agencies, including those established to support adults with intellectual disabilities. He has also represented hospitals and other heath care institutions.

With particular reference to Dan’s wills and succession practice, he has extensive experience in drafting wills and powers of attorney, acting as solicitor to estate trustees, acting as an estate trustee and performing estate trustee services on behalf of trustees, including preparation of estate accounts and the preparation and filing of income tax returns. He has appeared in various estate court proceedings such as the removal of an estate trustee and contested passings of accounts. He has pursued mediation training and has participated in estate mediation, both as counsel and as a mediator.

Dan was invited to act as a seminar leader at the Bar Admission Course in London since the late 1970's and continued in that capacity until 1998 when he was appointed Senior Instructor for the Estate Planning and Administration section. Dan has also participated as a presenter in Law Society CLE programs at London.

Dan frequently addresses community group respecting wills, powers of attorney and estates.

He was appointed to the Adjunct Faculty of University of Western Ontario Faculty of Law in 2001 and has taught the Wills and Succession course in that capacity.

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