OBA Elder Law PROGRAM
Webcast Replay with Live Chat | 12:05 pm - 1:35 pm (ET)

Webcast Replay of program originally aired on September 21, 2022.

With the recent decisions in Calmusky and Mak, it can be unclear whether a client can designate beneficiaries outside of their will. If they can, how do they do it. Join our panel of experts to talk about beneficiary designations.     

• What assets can be designated?
• How must a designation be made?
• What Authority does an Attorney in a Power of Attorney have?
• Can a Power of Attorney change a designation?
• How and when can a Beneficiary designation be changed?
• How do Beneficiary Designations work with Minors?

This information will assist lawyers as they counsel and assist clients as they plan their estates and work to ensure their final wishes are recognized.

PROGRAM CHAIR

Harold Geller, MBC Law Professional Corporation

PROGRAM SPEAKERS

Pia Hundal, Miller Thomson LLP
Hillary Linden, Davies Ward Phillips & Vineberg LLP