Client Capacity in a Legal Retainer
September 26, 2018: 4:45PM – 6:00PM (ET)
Capacity considerations are a critically important aspect of a lawyer’s practice, given our emerging social and demographic populations.
This valuable live webcast will help you understand a lawyer’s obligation, the rules upon which a lawyer’s conduct will be examined, how to reconcile legislative and common law precedent, the legal abilities of attorneys and guardians, limitations on their powers, and the role of assessors and assessments.
Join Ian Hull and Kimberly Whaley as they address the importance of capacity considerations in a lawyer’s retainer.
- Decisional capacity
- Demographics and statistics
- What is capacity?
- Legal presumptions
- Legislative considerations including the SDA, MHA, HCCA, FLA, SLRA
- Consent and capacity board
- Capacity to instruct counsel
- Capacity to contract
- Capacity to manage property
- Capacity to act as a director
- Capacity to transfer real property
- Capacity to gift
- Capacity to marry, divorce, separate and reconcile
- The lawyer’s role (Banton, Rules of Professional Conduct)
- Capacity assessments
- Powers of an Attorney and a Guardian, and limitations on powers granted
- Rules of Professional Conduct
- The ILA retainer, capacity and undue influence
- Red Flags, indicators and checklists
This program qualifies for 0.5 Professionalism Hours and up to 0.75 Substantive Hours of CPD.
Subscribe to this live broadcast today for just $75, plus HST. Participation is limited.
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Email reminders will also be sent to you prior to the event.
Your subscription includes both the live broadcast and access to the archived on-demand program.
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Subscribe now and learn from the client capacity experts in estate and trust law.
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