Working with a Trust Company or Legal Professional as a Substitute Decision Maker | CPDonline.ca

Working with a Trust Company or Legal Professional as a Substitute Decision Maker

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Credits
Substantive: 1.0
1 hour
Published
2025
Presenter(s)
Alex Northey
Source
Estate Planning Council of Canada
Provider
CPDOnline.ca
Language
English
Length
1 hour
Price
$279.00 plus tax
Includes Handouts

There are certain instances in which a client may choose to appoint a substitute decision-maker, such as a POA for financial decisions. More often, appointing a substitute decision-maker is about incapacity planning.

It’s not pleasant to think that there may be a time when one is unable to make certain decisions for yourself. However, it makes good sense to plan for such a time, just in case. If there are no trusted family members or friends , what are their options?

Presenters

Alex Northey

Alex Northey holds an LL.B. from the University of Ottawa and an Honours B.A. from the University of Toronto. As an Estates & Trust Advisor, Alex Northey helps clients with a broad range of fiduciary arrangements and structures, including trusts, estates, committees, and powers of attorney. He takes a client-centred approach to ensure that the services he provides reflect the circumstances and goals of each client.

Alex’s career includes nearly a decade of experience administering trust funds for a not-for-profit organization that provides trustee services to vulnerable individuals. Prior to joining a non-profit, he practiced law for 13 years at a boutique commercial law firm, with a focus on wills and estates, secured lending, corporate and commercial transactions, and real estate.

Practice Areas