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?

Speaker:

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.

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Registration $15 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

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