Advising the Elderly Client: Key Issues, Best Practices, Practical Approaches
By 2030, 25% of the population in Canada will be over the age of 65. The baby boom generation is moving en masse into its senior years and with it advising the elderly is an increasing area of practice for lawyers in Canada. The growth of this sector is likely to continue along with the complexity of laws and issues surrounding this practice area. Aging clients are unique and practitioners and other elder client advisers need to understand the issues around aging, legal support and infrastructure that affect all elderly clients and their families.
This Osgoode Professional Development program was developed especially to help you address this ever-changing body of law. The program will cover a wide range of practical issues and solutions which will enable you to offer the best possible advice and service to your elderly clients. Issues covered will include:
- Establishing the relationship and serving the elderly client
- Strategies for dealing with conflicts of interest with family members
- Understanding the threshold for legal capacity
- Deathbed will changes-what should you do?
- Family Law issues including parental support and access to grandchildren
- Key differences between a living will and a traditional will or power of attorney
- What tools do you have to deal with forged powers of attorney?
- Key limitation dates you need to know to avoid estate litigation
- How Alter Ego and Joint Partner Trusts allow greater flexibility, tax and fee minimization for seniors 65 and older
- Long Term Care Homes Act and Regulations: New tools for Ministry of Health enforcement
- Resolving potential family disagreements before they happen
- Retirement Homes Act and Regulations: strengthening the care and safety of seniors
Plus, don’t miss the Optional Post-Conference Workshop: Preparing for a Capacity Hearing Before the Consent and Capacity Board.
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Jane E. Meadus, Advocacy Centre for the Elderly
Charles B. Ticker, Barrister & Solicitor
OPD Program Lawyer
William Luby
Register now at http://osgoodepd.ca/cle/2011-2012Fiscal/2012_elder_law/index.html
Course only: $995 plus 13% HST for a total of $1124.35.
Course plus workshop: $1195 plus 13% HST for a total of $1350.35.
Workshop only: $250 plus 13% HST for a total of $282.50.
Fees include attendance, program materials, break refreshments, continental breakfast and lunch (conference only). Group discounts are available for both on site and webcast participants. Workshop not available via webcast.
