Do you have what you need to advise on the complex legal issues facing elderly clients?
The landscape is shifting for clients and their financial service providers. Both during incapacity and after death, it can be unclear to lawyers, estate trustees, co-account holders and beneficiaries what rights and obligations exist under the pre-existing account and plan documentation of the financial institutions.
Practitioners must have a thorough understanding of the common, yet avoidable problems encountered by representatives who interact with banks, mutual fund companies and investment dealers on behalf of elderly clients.
The following topics will be explored:
This webinar is part of the Best Practices and Practical Realities: The Osgoode Elder Law Webinar Series.
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.
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.
In the event you experience technical difficulties, please contact firstname.lastname@example.org for assistance.
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