Advising the Elderly Client: The 2016 Practical Guide for Legal Professionals

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Chairs
Jane E. Meadus: Staff Lawyer, Institutional Advocate, Advocacy Centre for the Elderly
Charles B. Ticker: Barrister & Solicitor

See the full agenda

In Person and Webcast Conference
($595 plus HST)
September 28, 2016
9:00 a.m. - 5:00 p.m.
Register for the conference only

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
In-Person Workshop
$395 plus HST
September 29, 2016
9:00 a.m. - 12:30 p.m.
Register for the workshop only

Interviewing the Elderly Client: Best Practices and Practical Tips.
The majority of the morning will be spent in small groups, where you will work with a fact scenario specifically designed to help you enhance your interviewing skills. You will learn:
- Understanding the unique needs and challenges of elderly clients
- Accommodating clients’ physical and psychological needs
- How to deal with family members who are present
- What questions do you ask? Practical examples and checklists

Register for conference and workshop
$795 plus HST
Online Replay Date
November 28, 2016
9:00 a.m. - 5:00 p.m.
Register for the Online Replay

Fees
Fees include attendance, program materials, continental breakfast, lunch and break refreshments.

Group Discounts

Osgoode PD offers group rates for both on-site and webcast formats.
Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University, and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.