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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:

  • Voluntary Commitment on Powers of Attorney and Joint Accounts binding Canada’s banks
  • Understanding the contractual rights and duties and the impact of differing regulatory regimes governing documentation requirements
  • How to manage jurisdictional issues in respect of powers of attorney documents
  • Joint accounts versus estate plans: recent decisions on the presumption of resulting trust
  • Working with banks to implement remedies: service requirements, preservation orders, tracing orders, and more

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
  • Suzanne Michaud, Senior Advisory Counsel, RBC Law Group, Royal Bank of Canada
  • Kim 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 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
January 21, 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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