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I have the honour of being included in the faculty for a course on Capacity and Influence, which will be held in both Edmonton and Calgary, presented by the Legal Education Society of Alberta.
The course is chaired by John Poyser, author of the text Capacity and Undue Influence, Carswell, 2014. The other speakers are:
Dr. Arlin Pachet, Ph.D, R. Psych, ABPP-CN
Pachet Assessment
and Rehabilitation Services
Calgary, Alberta
Shelley E. Waite, TEP
McLeod Law LLP
Calgary, Alberta
Helen R. Ward
Duncan Craig LLP
Edmonton, Alberta
Kimberly A. Whaley, CS, TEP, LLM
WEL Partners
Toronto, Ontario
The topics cover undue influence and capacity in respect of both lifetime transfers and wills, approached from both a litigation perspective, and a planning perspective. I will be speaking the planning side of undue influence including steps a lawyer may take to recognize risk factors for undue influence, what steps a lawyer may take if it appears likely that his or her client is being unduly influenced, and how the file should be documented in order to provide evidence in case a transaction or will that the lawyer has been involved with is later challenged as having been obtained by undue influence.
The dates and places of the course are as follows:
EDMONTON
March 1, 2017
Chateau Louis Hotel
& Conference Centre
11727 Kingsway NW
CALGARY
March 8, 2017
Glenmore Inn
& Convention Centre
2720 Glenmore Trail SE
9:00 AM–4:30 PM
Registration information is available in the brochure.
On March 15, 2017, I will also be speaking on my topic at the Canadian Bar Association, Okanagan Wills and Trusts section meeting.
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