Who is my client? Balancing Ethical Obligations, Family Dynamics and Business Considerations in Wills, POAs and HCDs in Elder Law 

Jun. 16, 2021
Winnipeg Online

MANITOBA BAR ASSOCIATION
ELDER LAW SECTION
SMALL, SOLO AND GENREAL PRACTICE SESSION
WILLS, ESTATES AND TRUSTS SECTION
NOTICE OF JOINT ZOOM MEETING

Date: Wednesday, June 16, 2021
Time:  12:00 Noon – 1:30pm
Location: Zoom Video Conference
Title:  Who is my client? Balancing Ethical Obligations, Family Dynamics and Business Considerations in Wills, POAs and HCDs in Elder Law
Speakers: 
Heather Dixon
Nichole Hiebert, Gilmour & Braul Law Office
Darcia Senft, The Law Society of Manitoba
Gerrit Theule, Wolseley Law LLP

We are in the midst of the largest inter-generational transfers of wealth in history, with Canadian Baby Boomers set to inherit three-quarters of a billion dollars from the generations above them.  It is expected that Gen-X and Millennials will in the future receive one billion dollars from the Boomers.  Much of this wealth is in the form of residential real estate.

As we go through this generational shift it is not uncommon to receive a phone call like the following: an adult child of a senior calls your law firm to make an appointment for their parent so that their parent can sign some sort of document giving the caller (and not their sibling) the ability to deal with their parent’s financial and personal affairs.  A key response to these calls is to ask ourselves: who is my client? 

Join us for this Zoom meeting where we discuss the legal, ethical, social and business considerations in advising elder clients.  We will examine our obligations under the Code of Conduct and discuss issues such as capacity, undue influence and duress.   We will discuss best practices re: how we serve elder clients.

Please RSVP (PRE-REGISTRATION IS REQUIRED) to the Manitoba Bar Association online (link above). 

You will need a computer or laptop (PC or Mac), smartphone or tablet with a microphone and webcam (built-in or external) and an internet connection.  

If you will be participating from a laptop, you would also need to install a Zoom Client for Meetings from this site: https://zoom.us/download. If you are unsure whether you have the latest version of Zoom, please follow the instructions HERE

If you are having troubles, please email sections@cba-mb.ca. 

Attendance at this MBA meeting can be applied towards your Law Society of Manitoba's Continuing Professional Development for a maximum of 1.5 hours.

At approximately 9:30am on Wednesday, June 16, 2021 an email will be sent from the MBA advising you of the link that you will click on to join the Zoom video conference meeting.  So it will be important to register before 5:00pm on Tuesday, June 15, 2021.  

Sharon Tod
Chair, MBA Elder Law Section 
St. Mary's Law LLP 
Ph:  204- 942-1799
stod@stmaryslaw.com   

Sid Laviolette
Chair, MBA Small, Solo and General Practice Section
Habing Laviolette 
Ph:  204-832-8322
sid@habinglaviolette.com

Charlotte McCurdy 
Chair, MBA Wills, Estates and Trusts Section
Taylor McCaffrey LLP
Ph: 204-988-0376
cmcurdy@tmlawyers.com

 

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    CONTACT INFO

    Manitoba Bar Association
    1500 - 444 St. Mary Avenue
    Winnipeg, MB  R3C 3T1
    Ph: 204-927-1210
    sections@cba-mb.ca