Agenda - March 6th, 2018


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Diedre J. Herbert

McLellan Herbert



Common Capacity Issues


Diedre J. Herbert

McLellan Herbert


  • Preparing aging clients for futures potential incapacity
  • Flagging and addressing capacity issues when advising elderly clients



Questions and Discussion


Medical Assistance in Dying


Dr. Stefanie Green

Solace BC


  • A review of the recent and continuing changes to the availability of medical assistance in dying from a medical-practitioner perspective
  • What aging clients need to know about end-of-life preparation



Questions and Discussion


Refreshment Adjournment


Estate Planning for Elderly Clients


Andrea E. Frisby

Legacy Tax + Trust Lawyers


  • Connecting with the clients
  • Competency and complexity
  • Timing versus time spent
  • Special considerations



Questions and Discussion


Networking Lunch


Advance Life Planning


Joanne Taylor

Nidus Personal Planning Resource Centre


  • Advising older clients with their planning for capacity and end-of-life
  • Ensuring planning instruments are used effectively by appointees
  • Common problems older clients encounter when navigating institutional policies (e.g. joint ownership of assets, health-care consent requirements)



Questions and Discussion


Preventing and Addressing Elder Abuse

  Leanne Lange

Fraser Health


  • Protection orders and Habeus Corpus
  • Community support resources


   2:35 Questions and Discussion
   2:45 Refreshment Adjournment
   3:00 Working With and Assisting Multicultural Clients
  Sukhminder S. Virk

Lindsay Kenney LLP


  • Expectations and norms dictated by cultural backgrounds
  • Managing a multicultural practice and client base


   3:40 Questions and Discussion
   3:50 Ethical Issues in Elder Law
  Barbara Buchanan, Q.C.

Law Society of British Columbia


  • Capacity, confidentiality and conflict issues
  • When to insist on independent legal advice



Questions and Discussion


Chair's Closing Remarks - Program Concludes