FSI Learning Explorations ~ Transition Series: Representation Agreements

SESSION INFO:  Join us June 28 for Representation Agreements with Geoffrey White, KC

Get your affairs in order. Learn about the essential legal documents in BC to plan for incapacity and end-of-life. This presentation will provide an overview of Representation Agreements and Enduring Powers of Attorney. How can you plan for incapacity and other support needs? Learn about Representation Agreements – the only legal document in BC to plan for health care and personal care matters. What do they mean for adults and their families? Enduring Powers of Attorney or a Representation Agreement with authority for routine finances are legal documents in BC adults may use to plan for incapacity, end-of-life, and other support needs. If there are no arrangements in place, adults can lose their rights through adult guardianship, called Committeeship in BC. Find out how adult guardianship is the LAST RESORT in BC.

Learning Objectives:

• Differentiating between a section 7 vs. section 9 Representation Agreement
• Differentiating a Representation Agreement from a Power Of Attorney
• Understanding the relevance and importance of capacity to develop the referenced documents
• What is Private Committeeship and what does it involve
• Learning steps that families can take to avoid the need for Private Committeeship.

Register HERE

After registering, you will receive a confirmation email containing information about joining the meeting.

Geoffrey White has 25+ years of expertise in Will, Estate and Trust matters. He assists clients both at his “heritage” office in Kelowna and at Clark Wilson LLP in downtown Vancouver. Geoff is an editor of B.C.’s Probate & Estate Administration Practice Manual, which is acknowledged as the primary source for all estate matters in the province. He has litigated estate and trust matters at all levels of court including the BC Court of Appeal and Supreme Court of Canada. These matters include: discretionary trusts, multiple wills, removal of an executor, and international conflict of laws. He is currently the chair of the BC Law Foundation, and has held leadership roles with national Canadian Bar Association, the Society of Estate and Trust Practitioners, and Estate Planning Societies. Geoffrey White has been recognized by Best Lawyers Canada for Trusts and Estate Law since 2019. Geoffrey was honoured with the title of King’s counsel on December 2, 2021.

Register HERE

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