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OC-62369Unique ethical considerations arise for wills and estates practitioners working with elderly clients. Through examination of three scenarios, this presentation explores common issues in the estate planning process for aging clients, red flags practitioners should be aware of, and effective strategies to ensure that lawyers meet their ethical obligations. This on-demand program was originally broadcasted as a live webinar on October 12, 2023. Total running time is 1 hour, 7 minutes.
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OC-62192-04Most clients do not fully understand how income tax will affect their estate and are relying on their advisors in this regard. This presentation looks at the basic concepts relating to taxation at the time of death. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62192-03This presentation explores estate litigation issues including power of attorney transactions and accounting, inter-vivos transfers (incapacity and proving a gift), testamentary capacity challenges and undue influence challenges. mental capacity and accounting challenges. Mitigation strategies such as family discussions of plans and people, detailed interview questions and notes, questions and early problem resolution are also discussed. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62192-02This presentation considers some of the issues that arise in the context of drafting wills. While not exhaustive, it is intended to provide a starting point for lawyers who may be new to estate planning or who do not regularly practice in this area. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62192-01This presentation looks at the intake process from the pre-meeting communication and logistics, to the initial assessments of capacity, to the discussion of detailed substantive information needed to move on to the drafting of estate planning documents. It provides worthwhile reminders and practical takeaways. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62111-06This presentation provides information on dispute resolution in adult guardianship and trusteeship including using interest-based negotiation and mediation in a way that respects the wishes, values, and beliefs of the represented adult. It also provides considerations to make when drafting resolution documents. This on-demand program was originally presented as an in-person program in February 2019.
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OC-62111-05This presentation provides a clinical process to assessing decision-making capacity as well as a discussion of the capacity continuum. The materials include a capacity assessment worksheet and a worksheet to use when conducting a capacity assessment. This on-demand program was originally presented as an in-person program in February 2019.
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OC-62111-04This presentation analyzes the duties of both guardians and trustees; it discusses report letters, record-keeping, accounting, reviews and passing of accounts, guardian and trustee plans, and authority to sell or encumber property. This on-demand program was originally presented as an in-person program in February 2019.
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OC-62111-03This presentation discusses the authority and the duties of guardians and trustees within the framework of the Adult Guardianship and Trusteeship Act and its regulations. The materials include a sample order of appointment of a guardian and trustee, a sample reporting letting to guardians and trustees, and resources for newly appointed guardians and trustees. This on-demand program was originally presented as an in-person program in February 2019.
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OC-62111-02This presentation addresses capacity assessment requirements and reviews strategies to address common issues, including who to appoint, and joint or separate authority. This on-demand program was originally presented as an in-person program in February 2019.
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OC-62111-01This presentation explores how to assess decision-making options properly, and discover when it may be valuable to assign supportive or substitute decision-makers. It also explores starting new applications, including the review or removal of existing guardians, trustees, agents, or attorneys. This on-demand program was originally presented as an in-person program in February 2019.
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OC-62108-05This presentation is an overview of cases specifically dealing with ss. 22, 23, and 24 of the WSA, and explores the process of changing designated beneficiaries under plans after a will has been executed, including common pitfalls and what to watch for. It reviews the 3 Rs and 2 As, and analyzes the difference between revival and republication. This on-demand program was originally presented as an in-person program in January 2019.
