ONLINE MEETING: Financial Exploitation of Vulnerable Clients using Powers of Attorney
This meeting is being hosted by the Wills & Trusts - Vancouver & Victoria Sections.
| Speakers: |
Raphael Tachie, Partner, Gowling WLG, Private Client Services Group |
| Time: |
Tuesday, April 16, 2024, 12:15 - 1:15pm (PT)
Due to high uptake, this meeting will be hosted in a webinar format and virtual networking will not be available. |
| CPD Hours: |
1.00 hour |
Synopsis
As the Canadian population ages, an increasing number of people risk falling victim to elder financial exploitation. Lawyers who work with older adults need to understand and appreciate the regulatory framework as well as the operational and commercial realities that might impact key financial intermediaries, such as banks, when responding to actual or suspected elder financial exploitation.
Raphael Tachie discusses the following topics:
- The emerging legislative and regulatory framework relating to how financial intermediaries are to respond to elder financial abuse
- The operational and commercial realities that impact how financial institutions might respond to and prevent suspected financial exploitation
- Practical tips for lawyers when dealing with financial intermediaries in the context of elder financial exploitation, including how to draft a power of attorney to help financial intermediaries to appropriately respond to elder financial exploitation
- Alternative approaches using cross-discipline, client-centered case management, conciliation and collaborative approach to dealing with elder financial exploitation
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
If you need assistance with the logistics of logging in to our meetings, please contact sections@cbabc.org.
Webinar instructions will be sent to your email that we have on file 24 hours prior to this meeting date. These instructions will indicate when and how you should log in.
If you have not received instructions by days end one day prior, please email sections@cbabc.org.
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).
