Law Wills / Probate / Trusts Law

Power of Attorney Legislation: A STEP Global Guide

By Emily Deane, STEP
Globe Law and Business December 2024

Specifications

ISBN-13
9781837230372
Publisher
Globe Law and Business
Publication
December 2024
Format
Hardback , 164 pages
Jurisdiction
International ? Countri(es) for reference only

Details

Powers of attorney have a crucial role to play in looking after vulnerable people, including the elderly and those with medical conditions. Yet power of attorney legislation is inconsistent across the globe, with some jurisdictions having very limited legislation in place. Jurisdictions that do have robust legislation in place may not be recognised in countries outside of where it was made, and some jurisdictions do not have any power of attorney legislative instruments at all. 

In this comparative guide, members from the Society of Trust and Estate Practitioners (STEP) present Q&A-style chapters for their own jurisdictions that address a range of key topics, including: 

• ordinary, continuing, enduring and lasting powers of attorney; 
• formalities of establishing a power of attorney; 
• registration processes; 
• revocation and termination of power; 
• cross-jurisdictional recognition of power of attorney; 
• court powers in relation to finances, medical treatment, guardianship and wills; 
• formal assessment of testamentary capacity; and 
• guidance on law and procedure. 

With most clients having assets and property spread across jurisdictions, advisers must know how the legal frameworks in those places coordinate with the client’s own jurisdiction. This clear and practical guide is a valuable tool to help navigate some of the challenges and uncertainties in relation to powers of attorney in practice, and provides quick and informative answers to advisers’ questions on policy and legislation. 

Table of Contents

Introduction
Emily Deane, STEP
England & Wales
Kelly Greig, Steele Raymond LLP Solicitors
Singapore
Yue-En Chong, Bethel Chambers LLC
Bermuda
Claire van Overdijk, Carey Olsen Bermuda
Ireland
Margaret Walsh, Sheil Solicitors LLP
Canada
Ian Lebane, TD Wealth
Barbados
Karen Perreira, InterCaribbean Legal
Scotland
Kevin Winters, Brodies
United States – Jurisdiction powers of representation
Shelley R. Perry, Senior Advocacy Group
United States – Health care power of representation
Shelley R. Perry, Senior Advocacy Group
Australia
Leah Sewell, Chalfont Chambers (LS), Nour Harb, TGB Lawyers (NH) and Timothy Morton, Glass Goodwin (TM)
New Zealand
Martin Haanen, Castle Trustees Ltd
Malaysia
Farah Deba Mohamed Sofian, Wong Lu Peen & Tunku Alina
Cayman Islands
Anthony Partridge, Ogier
Hong Kong
Sherlynn Chan, Deacons
China
Jason Tian, Shanghai Landing Law Offices
Italy
Martina Moscardi, Caldara & Associati
Jersey
Stephen Alexander and Joel Evans, Mourant
Guernsey
Gilly Kennedy Smith, William Ostick and Sandra Duerden, Mourant
British Virgin Islands
Fraser Allister and Andrew Miller, Bedell Cristin Cayman Partnership
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