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

You know it’s coming. They might even know it’s coming too. You can just see that your client’s family is a simmering pressure cooker just waiting to blow. Who is going to get what? Who isn’t? The whole thing is sure to explode. What can and should you do to prevent the battle?

This session will teach you the skills you need to address these difficult but all too common cases at the planning stage. Topics include:

  • the use and drafting of inter vivos, testamentary, alter ego and joint partner trusts, and powers of appointment
  • how to avoid planning pitfalls and misunderstandings
  • understanding changes to the taxation of testamentary trusts
  • new Estate Administration Tax Act reporting requirements – audit powers and what they may mean to Estate Trustees and their advisors

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
  • Rachel Blumenfeld, Miller Thomson LLP
  • Gwen A. Benjamin, Wilson Vukelich 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 3, 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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