This presentation explores strategies for drafting power of attorney and personal directive documents for blended families. This on-demand program was originally presented as an in-person program on April 26, 2023 as part of our Estate Planning for Blended Families program.

Topics will include:

• Spousal trusts
• Spousal support and child support obligations after death
• Family home considerations, including Wills & Succession Act and Dower Act issues
• Advising clients with cohabitation agreements, property agreements, pre-nuptial agreements
• Enduring powers of attorney and personal directives
• Best practices for representing blended families

This on-demand program was originally presented as an in-person program on April 26, 2023.

These materials include a helpful checklist to address issues that may arise when drafting power of attorney and personal directive documents in these situations. Issues discussed include: who to appoint as attorney or agent, when should the document(s) come into effect, dispute resolution, authority of the attorney or agent, accounting by the attorney and to whom, living situation or treatment preferences, and more. This paper is part of a collection presented at LESA’s Estate Planning for Blended Families program in Edmonton on April 26, 2023