Summary of Meetings: Wills & Trusts - Victoria
Number of Meetings Held:2
April 16, 2024
Online Registration Count: 115
In-Person Registration Count: 10
Guest Speakers: Raphael Tachie, Gowlings
Meeting Title/Topic: Financial Exploitation of Vulnerable Clients using Powers of Attorney
Synopsis: Raphael Tachie discusses the evolving legal landscape surrounding financial intermediaries' obligations regarding elder financial abuse, while addressing the operational challenges faced by financial institutions in preventing and addressing such exploitation.
April 30, 2024
Online Registration Count: 118
In-Person Registration Count: 7
Guest Speakers: Deanna Rivers, Lawyer, Stevenson Luchies & Legh
Meeting Title/Topic: How to Avoid Probate Fees
Synopsis: Plan to avoid probate, or should you? Deanna Rivers, Lawyer, Stevenson Luchies & Legh, presents a two-pronged approach aimed at avoiding probate after death. The substantive law portion of this meeting will take place from 5:30pm-6:30pm, followed by dinner.