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Advising the Elderly Client: The 2016 Practical Guide for Legal Professionals

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
Evaluating Capacity: Roles and Responsibilities of the Lawyer
Nimali Gamage,
Goddard Gamage Stephens, LLP
Dr. Kenneth I. Shulman, Professor, Department of Psychiatry, University of Toronto

TAB 2
Key Issues: Real Estate
Alexander I.M. Henderson,
Oiye/Henderson Barristers & Solicitors

TAB 3
Critical Update on Predatory Marriages & Later Life Partnerships
Kimberly A. Whaley,
Whaley Estate Litigation
Prof. Albert H. Oosterhoff, Whaley Estate Litigation

TAB 4
Panel Discussion: Dealing with Undue Influence Issues
Moderator:
Charles B. Ticker,
Barrister & Solicitor
Panelists:
Dr. Richard Shulman, Assistant Professor, Department of Psychiatry, University of Toronto
David Morgan Smith, Hull & Hull LLP
Charles B. Wagner, Wagner Sidlofsky LLP

TAB 5
Key Issues: Will Challenges
Suzana Popovic-Montag,
Hull & Hull LLP
Mark Handelman, Firm Counsel, Whaley Estate Litigation

TAB 6
Key Issues: Family Law
Karen A. Lindsay-Skynner,
Barrister & Solicitor

TAB 7
End of Life and Advance Care Planning in Light of Carter
Mark Handelman,
Firm Counsel, Whaley Estate Litigation

TAB 8
Working with Financial Institutions to Prevent Financial and Power of Attorney Abuse
Bernadette Maheandiran,
Staff Lawyer, Advocacy Centre for the Elderly
Terry V. Moore, Senior Counsel, CIBC

TAB 9
Notes