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Designed specifically for legal professionals who advise elderly clients, this practical and intensive program will teach you how to provide exceptional service to your senior clients while protecting yourself at every turn.

As the baby boom generation moves into its senior years, the client base of many legal professionals is shifting. For those who provide legal advice to elderly clients, it’s critical that you have a current understanding of the latest best practices and issues that frequently affect senior clients and their families. Moving beyond information delivery, you will learn not only the law, but will gain a practical understanding of what to do, and not do, in your role as a lawyer. In this day long program, an outstanding faculty of practicing lawyers, capacity assessors, and clinicians will teach you the following:

  • Evaluating capacity: Roles and responsibilities of the lawyer
  • End of life and advance care planning in light of Carter- what do you need to discuss with your client?
  • Predatory marriages- how are the courts responding to them?
  • Undue influence – detecting, proving and dealing with it
  • Deathbed will changes- what should you do?
  • Divorcing with dementia- how do you handle this as the lawyer?
  • Navigating financial institutions- working with the bank to prevent financial and power of attorney abuse

Plus! Don’t miss the optional Workshop on Interviewing the Elderly Client: Best Practices and Practical Tips. The majority of the morning will be spent in small groups, where you will work with a fact scenario specifically designed to help you enhance your interviewing skills. You will learn:

  • Understanding the unique needs and challenges of elderly clients
  • Accommodating clients’ physical and psychological needs
  • How to deal with family members who are present
  • What questions do you ask? Practical examples and checklists

Faculty

Program Chairs

  • Jane E. Meadus, Staff Lawyer, Institutional Advocate, Advocacy Centre for the Elderly
  • Charles B. Ticker, Barrister & Solicitor
  • Nimali Gamage, Goddard Gamage Stephens, LLP
  • Mark Handelman, Firm Counsel, Whaley Estate Litigation
  • Alexander I.M. Henderson, Oiye/Henderson Barristers & Solicitors
  • Karen A. Lindsay-Skynner, Barrister & Solicitor
  • Bernadette Maheandiran. Staff Lawyer, Advocacy Centre for the Elderly
  • Jane E. Meadus, Staff Lawyer, Institutional Advocate, Advocacy Centre for the Elderly
  • Terry V. Moore, Senior Counsel, CIBC
  • Albert H. Oosterhoff, Firm Counsel, Whaley Estate Litigation, and Professor Emeritus, Faculty of Law, Western University
  • Suzana Popovic-Montag, Hull & Hull LLP
  • Dr. Kenneth I. Shulman, Professor, Department of Psychiatry, University of Toronto
  • Dr. Richard Shulman, Assistant Professor, Department of Psychiatry, University of Toronto
  • David Morgan Smith, Hull & Hull LLP
  • Charles B. Ticker, Barrister & Solicitor
  • Charles B. Wagner, Wagner Sidlofsky LLP
  • Kimberly A. Whaley, Whaley Estate Litigation

Agenda

Fees

Fees include attendance, program materials, continental breakfast, lunch and break refreshments.

Group Discounts

OsgoodePD offers group rates for both on site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

Program Lawyer

If you have any questions or would like more information please contact:
Jessica Foster
jfoster@osgoode.yorku.ca

Program Details

Date & Time

In Person and Webcast Conference
September 28, 2016
9:00 a.m. - 5:00 p.m.

In Person Workshop
September 29, 2016
9:00 a.m. - 12:30 p.m.

Online Replay Date
November 28, 2016
9:00 a.m. - 5:00 p.m.
Register for the Online Replay.

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

Conference Only
[Webcast available]
$595 plus HST

Workshop Only
[In Person]
$395 plus HST

Conference and Workshop
$795 plus HST

Register Now for the Conference & Workshop

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Lawyers working in the areas of wills and estates, estate litigation, family law, real estate law, elder law and health law

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What past attendees of OsgoodePD’s Advising the Eldery Client program have said:

“Very informative – learned new information in this increasingly complex world. Validates that we are all struggling with dealing with an aging population”

Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.

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Consider sponsoring an OsgoodePD Continuing Legal Education program or event.