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      • Estate & Trust Planning
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      • Tax Planning
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      • Business Owners
      • Real Estate Investors
      • Wealth Managers
      • Insurance Advisors
      • Mortgage Brokers
      • Charity & Not for Profit
      • Trust Co & Family Offices
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    • Contact Us
Lumina Law
  • Home
  • About Us
  • Our Approach
  • Our Services
    • Estate & Trust Planning
    • Estate & Trust Admin
    • Family Law & Succession
    • Tax Planning
    • Philanthropy
  • Who We Serve
    • Business Owners
    • Real Estate Investors
    • Wealth Managers
    • Insurance Advisors
    • Mortgage Brokers
    • Charity & Not for Profit
    • Trust Co & Family Offices
  • Client Reflections
  • Insights
  • Contact Us

Protecting families and their legacies for generations to come

Protecting families and their legacies for generations to comeProtecting families and their legacies for generations to comeProtecting families and their legacies for generations to come
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Our Planning Philosophy

The best estate plans are custom-made and align family dynamics, tax efficiency, and financial flexibility. They are designed to transfer wealth to the next generation in a way that minimizes risk, tax, and litigation exposure.  


We are pleased to provide service in English, Mandarin, Hokkien, and Tagalog.

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In the interests of efficiency and minimizing our greenhouse gas emission footprint, we prefer to meet by Zoom for all sessions until the final meeting to sign documents.  In-person initial meetings can also be arranged.  

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The Public Guardian and Trustee in British Columbia

April 10, 2024|Committeeship, Elder law, Estate planning, Guardianship, incapacity, Law

 

Oversight of Committees:

In our previous article about Adult Guardianship and Committeeship in British Columbia, we explored how the court appoints a committee for individuals who have not executed a Power of Attorney or Representation Agreement and now need assistance managing their own financial or medical affairs.

The individuals who apply to be a committee obviously have the best interest of the person they wish to help at heart.  However, as it is a court appointment, committee members are monitored to ensure fairness and accountability via the Public Guardian and Trustee of British Columbia.

Role of the Public Guardian and Trustee

Notably, committee members must respect the rules and guidelines set by the Patients Property Act, the Public Guardian and Trustee Act, and the Trustee Act. Applications for committeeship must be submitted to the Public Guardian and Trustee of British Columbia (the “PGT”) for review and comments.  Once appointed, the committee continues to have its annual records and activities monitored by the PGT, for a fee of approximately $500 annually.

In addition, the PGT:

  1. Investigates reports of potential abuse or exploitation;
  2. Provides guidance and support to committee members in their role; and
  3. In some select cases, where no relative or friend is willing to become a committee, it will step in and act as committee.

In addition to assisting with committees for individuals who are incapable and have no Power of Attorney or Representation Agreement, the PGT also has a mandate to:

  1. Protect the legal and financial interests of children under the age of 19 years;
  2. Protect the legal, financial, personal and health care interests of adults who require assistance in decision making (i.e. persons with disabilities); and
  3. Administer estates of deceased persons and missing persons.

Fees are in the typical range of 3-5% of the estate being managed.

Lumina Law Insight:

Some clients mistakenly believe that the PGT is a free government alternative to not naming someone to be an Attorney under a Power of Attorney or Representative under a Representation Agreement.  This is incorrect, as the fee schedule tends to be in the higher range compared to what most individuals would charge. 

Along with cost, another drawback is time delay to accommodate the PGT’s process for taking over someone’s affairs.  This will be a critical issue if timely intervention is crucial.

Lastly, when it comes to personal care specifically, an institution like the PGT may not be able to provide the most individualized assistance. The PGT primarily focuses on financial and legal decision-making and although the case workers try their best, they manage multiple families at once.  They would not also be the full range of that individual’s personal care needs or family dynamics.  

For capable clients, they should execute a Representation Agreement, which is a far more efficient and less costly way of ensuring that there is a legal representative appointed to take care of your health care decision, and a Power of Attorney for financial affairs. 

In either case, we invite you, as always, to chat with us.

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