Dates and Times

November4–5,2015

9:00a.m.–5:00p.m.EST

Online Replay: December3-4,2015

Location

OsgoodeProfessionalDevelopment

1DundasSt.W.,26thFloor

Toronto, ON

Chairs

Jane E. Meadus Institutional Advocate & Staff Lawyer Advocacy Centre for the Elderly

Webcast Available

OSGOODE PROFESSIONAL DEVELOPMENT

REGISTER NOW AT WWW.OSGOODEPD.CA

ADVISINGTHE ELDERLYCLIENT

This practical and intensive two day program will give you an in-depth understanding of the current and emerging issues in this evolving body of law, including:

•Carter and the implications for end of life care

•New Estate Administration Tax Act reportingrequirements

•Willchallengesandthelucidinterval-doesthisconcept stillexist?

•Undueinfluence-howtodetectandproveit

•Understandingthelawyers’roleinevaluatingcapacity

•Thewhen,whyandhowofcontestedguardianshipproceedings

•Recognizingthesignsofelderabuseandhowtopreventit

•WhatdoyoudoifyoubelievethatthePOAisbeingmisused?

•Criticalcaselawupdateinestatelitigation

KEY ISSUES, BEST PRACTICES & PRACTICAL APPROACHES

FulfillyourfullannualCPDrequirement.Seereversefordetails.

Connect with professionals from a variety of disciplines

while becoming better equippedtoserveyour

elderly clients

“A MUST SEE PROGRAM FOR ANY PROFESSIONAL WHO DEALS

WITH ELDERLY PERSONS. AS AN ESTATE PLANNING AND TAX LAWYER I FOUND THE

SECTIONS ON LONG-TERM CARE HOMES AND ELDER ABUSE

ESPECIALLY USEFUL AS IT GAVE ME A HOLISTIC VIEW OF ISSUES

AFFECTING THE ELDERLY. ” Georgia Swan, HGR Graham Partners LLP

Charles B. Ticker Barrister & Solicitor

2015 GUIDE TO

By 2041, it is projected that 25% of the population in Canada will be over the age of 65. As the baby boom generation moves into its senior years, advising the elderly is a rapidly expanding area of practice for legal professionals. And while governments and the courts continue to grapple with new and emerging challenges, elder law issues are becoming increasingly complex.

OSGOODE PROFESSIONAL DEVELOPMENT

2015 GUIDE TO ADVISING THE ELDERLY CLIENT

Mary Jane Dykeman

Dykeman Dewhirst

O’Brien LLP

Andrew D. Felker

Walker Head Lawyers

Dr. Heather Gilley

Geriatrician, St. Michael’s

Hospital, and Assistant

Professor, Faculty of Medicine

University of Toronto

Mark Handelman

Counsel to Whaley

Estate Litigation

Alexander I.M. Henderson

Oiye/Henderson Barristers

& Solicitors

Shelley M. Hobbs

Counsel, Intake and

Guardianship Services

Office of the Public

Guardian and Trustee

Heather B. Hogan

Whaley Estate Litigation

Ian Hull

Hull & Hull LLP

John Keating

Keating Senior Safety

Consulting, Former Police

Elder Abuse Investigator

Judy Kondrat

Legal Services Representative

Human Rights Legal Support

Centre

Karen A. Lindsay-Skynner

Barrister & Solicitor

Bernadette Maheandiran

Staff Lawyer, Advocacy Centre

for the Elderly

Lisa Mizzi

Program Director, Client

Services, Central East

Community Care Access

Centre

Heather Mountford

Goddard Gamage

Stephens LLP

Suzana Popovic-Montag

Hull & Hull LLP

Tammy Rankin

Elder Abuse Advisor

Region of Durham

Margaret E. Rintoul

Blaney McMurtry LLP

David Morgan Smith

Hull & Hull LLP

Marshall A. Swadron

Swadron Associates

Anita Szigeti

Barrister

Charles B. Wagner

Wagner Sidlofsky LLP

Judith A. Wahl

Executive Director, Advocacy

Centre for the Elderly

Graham Webb

Staff Litigation Lawyer

Advocacy Centre for

the Elderly

Kimberly A. Whaley

Whaley Estate Litigation

For professionals who provide legal advice to elder clients or organizations that serve elder clients, it is important that you have a current and in-depth understanding of the issues that affect aging clients and their families.

This program, designed and delivered by some of Canada’s leading experts, covers a wide range of practical issues and solutions. Over two interactive and information packed days, you will learn about:

•RepresentingtheelderlyclientinlitigationandinConsent and Capacity Board proceedings

•Familylawissues,includingparentalsupportandaccess to grandchildren

•Retirementandlong-termcarehomes:thekey issues you need to know about

•Capacity-whataretheredflags?

•Howadvancedplanningcanavoidestatelitigation

•Strategiesfordealingwithconflictsofinterestwithfamily members

•HowCommunityCareAccessCentrescanassist your elderly client

REGISTER NOW BY VISITING WWW.OSGOODEPD.CA,

CALLING 416.597.9724 OR 1.888.923.3394,

EMAILING OSGOODEPD@OSGOODE.YORKU.CA

OR FAXING 416.597.9736

Chairs

Jane E. Meadus

Institutional Advocate & Staff

Lawyer, Advocacy Centre for

the Elderly

Charles B. Ticker

Barrister & Solicitor

Faculty

OSGOODE PROFESSIONAL DEVELOPMENT

AGENDA

DAY ONE: WEDNESDAY, NOVEMBER 4, 2015

8:30

Registration and Continental Breakfast

9:00

Welcome and Introduction from the Chairs

9:10

Serving the Elderly Client: Best Practices and Practical Tips

MARSHALLA.SWADRON,Swadron Associates

HEATHERMOUNTFORD,Goddard Gamage Stephens LLP

•Understandingtheuniqueneedsandchallenges of elderly clients

•Establishingtherelationship-whoisyourclient?-whendoyoutalktofamilymembers?•Tipstoevaluatecapacitytogiveinstructions•Theroleofcounselappointedundersection3oftheSDA

10:00 Key Estate Issues when Dealing with the Elderly

Capacity Challenges ANITASZIGETI,Barrister

•Whatareyourobligationstoasktheprobingquestions?•Bestpracticestoprotectyourselfasalawyer•Whenshouldyourefusetotaketheretainer?•Whenshouldthelawyerstopaskingquestionsandseekan outsideopinion?

Will Challenges SUZANAPOPOVIC-MONTAG,Hull & Hull LLP

•Strategiesfordealingwithundueinfluenceleadingtowillchanges

•Thelucidinterval-doesthisconceptstillexist?•Howtomanagedeathbedchanges•Howdoyouprotectyourclient?

Family Law KARENA.LINDSAY-SKYNNER, Barrister & Solicitor

•Understandingparentalsupportobligations

•Accesstograndchildren-whatrightsdograndparentshave?•Howtoobtain“specialpartystatus”

Real Estate Issues ALEXANDERI.M.HENDERSON,Oiye/Henderson Barristers & Solicitors

•Problemsandpitfallsinsharedpropertyarrangements•Grannyflatsandhousing-complyingwithbylaws,zoningand

building code regulations•Lifeleases–whatisyourclientbuying?•ILAvs.ILR-doesILAstillexistinOntario?

Note: There will be a 15 minute refreshment break

12:15

Networking Luncheon

1:15 Professionalism Issues in Estate Litigation

CHARLESB.TICKER,Barrister & Solicitor

DAVIDMORGANSMITH,Hull & Hull LLP

•Claimsagainstsolicitors - common problem areas that can expose a lawyer

to malpractice claims•Remediesavailabletocorrectmistakes•Undueinfluence - legal parameters-challengesinprovingundueinfluence-detectingundueinfluenceatthewilldraftingstage

2:15 Best Practices and Pitfalls in Guardianship Proceedings

SHELLEYM.HOBBS,Counsel, Intake and Guardianship Services, Office of the Public Guardian and Trustee

HEATHERB.HOGAN,Whaley Estate Litigation

•Isguardianshipreallytheonlyanswer?WhytheHealth Care Consent Act may be a better option

•Commonpitfallstoavoid: - mistaking guardianship applications for will challenges-conflatingthebestinterestsoftheincapableadultwith “rights”ofyourclients

- misapprehending the issue of costs

Elderly clients present a uniqueandchallengingarrayof legal issues

•Personalcareguardianships–workingwithconflictedfamilymembers,theimportanceofwishesand“supportivefamilymembers”

3:00

Refreshment Break

3:15

Current Issues in Health Care: Consent, Advance Care Planning and End of Life Decisions

JUDITHA.WAHL, Executive Director, Advocacy Centre for the Elderly

MARKHANDELMAN,Counsel to Whaley Estate Litigation

DR.HEATHERGILLEY,Geriatrician, St. Michael’s Hospital, and Assistant Professor, Faculty of Medicine, University of Toronto

•TheimportanceofinformedconsentundertheHealth Care Consent Act

•Whatis“AdvanceCarePlanning”andhowdoesitrelatetoconsent?

•Draftingandinterpretationchallengeswithpowersofattorney for personal care and other forms of advance wishes

•Whodoeswhat?Rolesofvariousprofessionalsintreatmentdecision making, advance care and end of life care planning

•Obligationsofthehealthpractitioner/SDMwhenseekingandproviding consent for the incapable patient

4:30 Hot Button Legal Issues for Retirement Homes

BERNADETTEMAHEANDIRAN, Staff Lawyer Advocacy Centre for the Elderly

•Whyandwhenit’simpropertouseretirementhomesassubstitutes for long-term care homes

•Useoftransitionbedsinretirementhomesandtheirlegality•Howtorespondtoanimproperevictionfromaretirement

home•Retirementhomesoperatingwithoutalicense–mechanismsavailabletotheRHRAforclosingthem

5:00 Day One Adjourns

DAY TWO: THURSDAY, NOVEMBER 5, 2015

8:30

Continental Breakfast

9:00

Recap and Introduction from the Chairs 9:05

New Spouse/Old Money: Claims Arising Out of Later in Life Partnerships

KIMBERLYA.WHALEY,Whaley Estate Litigation

•Claimsavailabletospousesiftheyareleftnothinginthewillor if their spouse dies intestate

•Arespousalsupportordersordomesticcontractsenforceableafterdeath?

•Whenacommon-lawpartnerdiesintestate,whatrecoursedoesthesurvivingspousehave?

•Risksandconcernswithjointly-heldassetsbetweenparentsand adult children

•Whatisa“predatorymarriage”andhowarethecourtsrespondingtothem?

10:00

Tax Planning for Estates: You Can’t Always Get What You Want

MARGARETE.RINTOUL,Blaney McMurtry LLP

•Incometaxplanningmaynotanswerfamilyissues - changes in the taxation of testamentary trusts•Estateadministrationtaxreduction/avoidance - what to watch for in alter ego and joint spousal trusts,

and joint holdings - multiple wills: interplay of estate administration tax,

income tax and practical issues•Estate Administration Tax Act reportingrequirements-audit

powers and what they may mean to estate trustees and their advisors

10:45

Refreshment Break

11:00

Recognizing and Preventing Elder Abuse

GRAHAMWEBB,Staff Litigation Lawyer, Advocacy Centre for the Elderly

TAMMYRANKIN, Elder Abuse Advisor, Region of Durham

JOHNKEATING, Keating Senior Safety Consulting, Former Police Elder Abuse Investigator

•Howdoyouraisetheseissueswithyourelderlyclient?•Whatdoyoudoifchildrenabusetheassets?•Forgedpowersofattorney-howtoidentifytheftand

mortgage fraud•Whattoolsdoyouhavetodetermineandunveilafraud?

AGENDA (Cont’d)

REGISTER ONLINE TODAY AT WWW.OSGOODEPD.CA

“THE SUBSTANTIVE LEGAL COMPONENTS OF THE PROGRAM WERE VERY INFORMATIVE.”Cate Grainger, Harrison Pensa LLP

•Underwhatauthoritydoyouacttoremedythewrong?•Dealingwithbanksandotherfront-linepersonnel

12:15

Networking Luncheon POST-COURSE WORKSHOP

1:00

Power of Attorney Abuse – What Can and Should You Do?

CHARLESB.WAGNER,Wagner Sidlofsky LLP

ANDREWD.FELKER,Walker Head Lawyers

•Commonabusesofthepowerofattorney-sequestrationoftheincapableperson - gifts to the attorney for property - noncompliance with the duty to keep records - allegations of defalcation of the incapable person’s assets•Commencinganapplicationtoremoveapowerofattorneyfor

property and remedies available

2:00

Pre-empting the Money Fight: How Advanced Planning Can Avoid Estate Litigation

IANHULL, Hull & Hull LLP

•Ensuringtheclientunderstandsthecapacityandestateplanning issues

•Conferencesandcommunicationwiththetestator’sfamily•Planningforthetransitionfromindependencetoincapacity•Avoidingplanningpitfallsandmisunderstandings•Whattodoifthereisdissent

2:30

Refreshment Break

2:45

Navigating the Human Rights System

JUDYKONDRAT,Legal Services Representative, Human Rights Legal Support Centre

•HowandwhentomakeaclaimtotheHumanRightsTribunalof Ontario

•SituationswhenyoucanreferaclienttotheHumanRightsLegalSupportCentre:

- mobility devices in housing - disability in housing - disability in employment

3:15

Community Care Access Centres: How Can they Assist Your Elderly Client?

LISAMIZZI,Program Director, Client Services, Central East Community Care Access Centre

•Whatservicesareprovidedandhowtodetermineeligibility?•Whomakesthedeterminationofeligibilityforservicesandplacement?

•Specializedservicesprovided:NursePractitionersSupportingTeamAvertingTransfers(NPSTAT),RapidResponseNurses(RRN)andMentalHealthandAddictionNurses(MHAN)

•WhenandhowtorefertotheCCACforservicesorLTCapplication

•PlacementtoLTCoverview-understandingtheprocess

4:00 Primer on Key Issues in Long-Term Care Homes

JANEE.MEADUS,Institutional Advocate & Staff Lawyer, Advocacy Centre for the Elderly

MARYJANEDYKEMAN,Dykeman Dewhirst O’Brien LLP

•Inspectionsandmandatoryreportingofabuseandneglect•RequirementsregardinguseandlimitationofrestraintsandPASDs

•Theuseofwheelchairsandotherpersonalaids-what’spermissible and what’s not

•NavigatingconflictwiththeSDM/familyoncaredecisionsandabilitytorestrict/limitvisits

•Criteriaforrefusingadmissionto,anddischargingfrom,LTC

5:00

Program Concludes

AGENDA (Cont’d)

• Lawyers working in the areas of wills and estates, estate litigation, family law, elder law and health law

• In-House Counsel for Long-Term Care or Retirement facilities

• Managers, Administrators and Operators of Long-Term Care or Retirement facilities

• Directors of Care

• Social Workers

• Risk Managers

• Patient Care Advocates

WHO SHOULD ATTEND

© OSGOODE PROFESSIONAL DEVELOPMENT, 2015

Advising the Elderly Client

I will attend:

o On site

o Via webcast (single viewer)

o OnlineReplay

Unabletoattend?PleasecontactustoordertheMaterials/ProgramArchive.

Fee Per Delegate$995 plus HST

Fees include attendance, program materials, continental breakfast, lunch and break refreshments. Group discounts are available for both on site and webcast participants.Visitwww.osgoodepd.cafordetails.Pleaseinquireaboutfinancialassistance.

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Program Changes

We will make every effort to present the program as advertised, but it may be necessary to change the date, location, speakers or content with little or no notice. In the event of program cancellation,YorkUniversity’sandOsgoodeHallLawSchool’sliabilityislimited to reimbursement of paid fees.

Location

Osgoode Professional Development Downtown Toronto Conference Centre 1DundasSt.W.,26thFloor Toronto,ONM5G1Z3

Dates & Times

November 4 – 5, 2015 9:00p.m.–5:00p.m.EST

Online Replay: December3-4,2015

REGISTRATION

1. MAIL your registration form to: OsgoodeProfessionalDevelopment Downtown Toronto Conference Centre 1DundasSt.W.,26thFloor Toronto,ONM5G1Z3

2. ONLINE at www.osgoodepd.ca

3. FAX your registration to416.597.9736

4. CALL US at416.597.9724 or1.888.923.3394

4 Convenient Ways to Register

PriorityServiceCode(from mailing label below)

1533OL

OsgoodePD has been approved as an Accredited Provider of Professionalism Content by the LSUC.

Eligible CPD/MCLE Hours:

LSUC (ON): 14.25CPDhours(11.25Substantive;3.0Professionalism)NY CLE (on-site participants only): 15.5 credithoursintheAreaofProfessionalPracticefor TransitionalandNon-TransitionalLawyers.

OsgoodePD programsmaybeeligibleforCPD/MCLEcreditsinotherCanadianjurisdictions.Toinquireaboutcrediteligibility,please contact cpd@osgoode.yorku.ca

Pleasearriveahalfhourearlyon Day One for sign-in and material pick-up.

Dress is business casual.