Enduring Power of Attorney Presented by
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Transcript of Enduring Power of Attorney Presented by
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Enduring Power of Attorney
Presented by Debra Casey
Senior Policy Officer
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Guardianship and Administration Act 1990
Protects and promotes the human rights of people with a decision-making disability
Part A provides for Enduring Powers of Attorney
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What does an EPA do?
$$$It enables a competent person (donor) to provide authority to another (attorney/donee) to make property and financial decisions
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Scope of attorney’s powers
The attorney stands in the shoes of the donor in regard to property and financial matters
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Estate management
The donor’s best interests are paramount in managing the estate
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Benefits of an EPA
• Prepare for the future
• Protect yourself from exploitation
• Choose how you want your money to be managed if you lose capacity
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What to do if……
• A client wants to make an EPA
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Capacity issues
• If there are any doubts about a person’s capacity the document may be invalid
• If there is ANY doubt, consult a medical practitioner
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Who to choose?
Is the proposed attorney:
• trustworthy?
• willing to take on the responsibilities?
• skilled and knowledgeable in areas relevant to the donor’s estate?
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Who to choose?
• Can they keep accurate records?
• Are they available to make decisions?
• Is the appointment likely to cause conflict within the family?
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What to do if……
• Someone says they are a persons attorney
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Witnessing EPAs
The document requires that:
• 2 witnesses are present at the time of signing
• Witnesses must be authorised
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When does the power begin?
• There are choices described in clause 4 of the EPA Information Kit (p6)
– Clause 4(a) gives the attorney immediate
power to act
– Clause 4(b) only gives power to the attorney if
the State Administrative Tribunal – on
application from the attorney – finds the donor
does not have legal capacity
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Revocation
The process of revoking an EPA depends on whether or not the donor has capacity
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What to do if……
• You think someone’s money is not being managed in their best interests
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Obligations of attorney
• Must keep and preserve accurate records and accounts of all dealings and transactions
• Must apply to the Tribunal if unable to continue as attorney once donor has lost capacity
• Must exercise power with reasonable diligence
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Attorneys could be in breach if they:
Make a gift of donor’s assets or income. For example:
– forgive a loan owing to a donor
or
– dispose of assets at less than market
value
$$$
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Registration
If the donor owns land he or she may wish to lodge the EPA at Landgate*
(*formerly Department of Land Information)
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Role of the State Administrative Tribunal (SAT)
• When a person has lost capacity the SAT . . .
– Has some authority in relation to EPAs
– receives applications for intervention where
problems may exist
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Telephone Advisory Service (TAS)
1300 858 455
• For information and advice on:
• allegations of abuse (of adults with a decision-making disability)
• Guardianship and Administration• Enduring Powers of Attorney
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Where to find an EPA kit
• State Law Publisher
Email: [email protected]
Ph: 9321 7688
• www.publicadvocate.wa.gov.au
• Some Newspower newsagencies
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Useful Contacts
– OPA website• www.publicadvocate.wa.gov.au
– SAT website• www.sat.justice.wa.gov.au