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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


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


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, including link to program materials 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-On Demand

Date Recorded
September 28, 2016
Running Time


Fee per Delegate

$595 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, 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”

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