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Do you have what you need to advise on the complex legal issues facing elderly clients?

There are often several competing interests for a client’s funds. With new legislative changes taking effect in 2016 and litigation between beneficiaries and charities on the rise, having a thorough understanding of the key issues is critical.

This session will address both the legal tools and the practical skills needed to successfully navigate difficult waters. Topics include:

  • Income Tax Act changes to charitable bequests and estate donations
    • how to deal with planning and income tax issues arising from the proposed changes
    • what is the effect on current wills, trusts, planned gifts and estate plans?
  • Charitable giving and estate planning
    • ensuring the validity of testamentary charitable gifts
    • changes to the taxation of testamentary and spousal trusts
    • avoiding costly estate litigation
    • tax considerations
  • Charitable giving in advance care
    • powers of attorney and charitable gifting
    • what are the duties and responsibilities of substitute decision-makers?

This webinar is part of the Best Practices and Practical Realities: The Osgoode Elder Law Webinar Series.


Series Chair

  • Laura Tamblyn Watts, Chair, Law and Aging Theme Team, National Initiative for Care of the Elderly
  • Maria Elena Hoffstein, Fasken Martineau DuMoulin LLP
  • Laura E. West, Bull, Housser & Tupper LLP

Group Discounts

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.


The video stream will be sent to you via email as soon as payment is successfully processed.


All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

Technical Support

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

Program Details

Delivery Method

Web - Program On Demand

Date Recorded
March 31, 2016
Running Time


Fee per Delegate

Individual Session
$150 plus HST

Series (7 Sessions)
$695 plus HST

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Eligible CPD Credit Hours


Who Should Attend

  • Lawyers working in the areas of wills and estates, estate litigation, family law, elder law and health law
  • In-House Counsel for Long-Term Care or Retirement facilities
  • Managers, Administrators and Operators of Long-Term Care or Retirement facilities
  • Directors of Care
  • Social Workers
  • Risk Managers
  • Patient Care Advocates

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