Show me the Money! Navigating Unique Issues with Seniors and their Financial Institutions

Faculty Download Brochure PDF

Practitioners must have a thorough understanding of the common, yet avoidable problems encountered by representatives who interact with banks, mutual fund companies and investment dealers on behalf of elderly clients.

The following topics will be explored:

• Voluntary Commitment on Powers of Attorney and Joint Accounts binding Canada’s banks
• Understanding the contractual rights and duties and the impact of differing regulatory regimes governing documentation requirements
• How to manage jurisdictional issues in respect of powers of attorney documents
• Joint accounts versus estate plans: recent decisions on the presumption of resulting trust
• Working with banks to implement remedies: service requirements, preservation orders, tracing orders, and more

This webinar is part of the Best Practices and Practical Realities: The Osgoode Elder Law Webinar Series.

Faculty

Series Chair

• Laura Tamblyn Watts, Chair, Law and Aging Theme Team, National Initiative for Care of the Elderly

• Suzanne Michaud, Senior Advisory Counsel, RBC Law Group, Royal Bank of Canada
• Kim Whaley, Whaley Estate Litigation

Group Discounts

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.

Delivery

The video stream will be sent to you via email as soon as payment is successfully processed.

Refunds

All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.