ONLINE MEETING: Advising Clients in Vulnerable Situations
This meeting is being hosted by the Elder Law Section.
| Speakers: |
Kathleen Cunningham, Consultant |
| Time: |
Wednesday, April 17, 2024, 4:15pm - 5:15pm (PT) |
| CPD Hours: |
1.00 hour |
Synopsis
In September 2023 STEP Canada released a member client service resource called “A Guide to Advising Clients in Vulnerable Situations”. The guide was the outcome of a 2021 symposium report that documented the challenges of recognizing and responding to issues of elder abuse, neglect, and self-neglect (mistreatment). The guide discusses the legal and practical challenges that can complicate a client’s situation. It also identifies resources available across jurisdictions (nationally and internationally).
Kathleen Cunningham reviews highlights of the guide, including recognition of risk factors and red flags, issues related to decision-making autonomy and capacity assessments, unconscious bias, undue influence, case studies for local discussion, and the many services and resources available to support advisors across sectors, generally and within BC.
About the Speaker
Kathleen served as Executive Director of the BC Law Institute (BCLI) and the Canadian Centre for Elder Law (CCEL) from 2015-2020. Over her career she has led the delivery of education, legal support, and risk management at a major Canadian trust company, and she assisted the Public Guardian and Trustee of BC with the implementation of personal planning and guardianship legislation, as well as projects addressing financial abuse of vulnerable adults. Kathleen was a member of two BC Law Institute Committees – Modernization of the Trustee Act, and Undue Influence Recognition and Prevention: A Guide for Legal Practitioners (1st and 2nd editions). She assisted STEP Canada with the planning, delivery, and final report for its 2021 Symposium on Vulnerable Clients and she is the author of STEP Canada’s 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” Kathleen served on STEP Worldwide Council (2015-2017) and in December 2023 she completed a six year term on the steering committee for the STEP Worldwide Mental Capacity Special Interest Group.
Kathleen now consults on education and policy matters.
Territorial Acknowledgement
This event will be broadcast from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
Webinar/Teleconference
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Disclaimer
Please ensure to sign-in with your full name at the meeting, to not do so will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
