"Assessing Incapacity in a Digital World” - Taking Instructions from Your Client 

Apr. 7, 2022
Online

CBA SPRING LAW SERIES 2022
CBA Fall Law Series 2022

 

"Assessing Incapacity in a Digital World” - Taking Instructions from Your Client

Presented by the CBA Elder Law Section

Thursday April 7, 2022 | 12:00 pm - 1:30 pm ET

Registration Fees


 

TIME EVENT

12:00 pm - 1:30 pm

"Assessing Incapacity in a Digital World” - Taking Instructions from Your Client

Over the last two years, the global pandemic and the growth in technology have transformed the solicitor-client relationship to now permit video conferencing for meetings and the execution of estate planning documents across Canada. Assessing the client’s legal capacity and taking client instructions online have never been more challenging.

This program will focus on new remote execution rules across the provinces, assessing undue influence, and reviewing incapacity requirements.

We will also hear from a geriatric psychiatry specialist who will provide a medical perspective and opinion on capacity assessments, along with the Director of PracticePro to address risk management and emerging claims against solicitors who are taking client instructions in this digital world.

All solicitors who are engaged with vulnerable clients will benefit from this program. 

Speaker(s)

John Poyser, Whaley Litigation Partners
Bryan Gilmartin, Whaley Litigation Partners
Dr. Simon Woo, Royal Columbian Hospital
Emily Clough, TEP Estates & Trusts Business Litigation Elder Law
Juda Strawczynski, Director of PracticePRO 

Moderator

Amy MacAlpine, Partner, Hummingbird Lawyers LLP

 

  

Registration Fees

CBA Members: $60
CBA Young Lawyer Members (<5 years): $45
CBA Student Members: $15
Non-Members: $155
Government: $95
Plus applicable taxes

Group Rates For Firms / Organizations

5 – 9 registrants = 10% discount
10 – 19 registrants = 15% discount
20+ = 20% discount
To take advantage of the discount, please contact: pd@cba.org

 

 

 

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CONTACT INFO

pd@cba.org
613-237-2925
1-800-267-8860 

FAQ & Cancellation