Advising the Elderly Client

Originally held on January 17 - 18, 2011, the archived conference is now available for purchase either as a video stream with downloadable link to materials; or on CD-Rom (audio archive with program materials).

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 advising the elderly on issues unique to them is a growing area of practice for Canadian lawyers. The law affecting the elderly is complex and evolving: legal pracitioners and other elder client advisers need to be fully informed on the key issues to competently advise elderly clients and their families.

This Osgoode Professional Development program was developed especially to help you get up-to-date on 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 and their families. Issues covered will include:

  • Judicial perspective on emerging practice issues
  • Strategies for dealing with conflicts of interest with family members
  • Understanding the threshold for legal capacity
    - red flags
    - what is the lawyer’s role?
  • Deathbed will changes – what should you do?
  • When and how do you get the Public Guardian and Trustee’s office involved in adult custody issues?
  • 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?
  • New rules of civil procedure and their impact on estate litigation
  • Properly advising your client in the creation and administration of a Henson Trust
  • Long-Term Care Homes Act and Regulations: what you need to know

This is a unique opportunity to understand the new legislative changes, assess their impacts and the time frames for actions.

 

Chairs

Jane E. Meadus, Staff Lawyer, Advocacy Centre for the Elderly
Charles B. Ticker, Barrister & Solicitor       

 

OPD Program Lawyer

William Luby

wluby@osgoode.yorku.ca