It's our Season 9 premiere! We're kicking it off with a timely discussion about wealth management law featuring Raphael Tachie.
Topics: financial services and consumer protection frameworks; the rise of electronic wills; changing a beneficiary designation; and our Ask-Me-Anything segment. This program contains 30 minutes of substantive content for the Law Society of Ontario's CPD requirements.
⚫ How will the new consumer protection requirements improve outcomes for vulnerable users of the financial services industry? (5:33)
⚫ What are the practical considerations for lawyers who administer electronic wills? (15:10)
⚫ Is the change of a beneficiary designation a matter of contract or testamentary disposition? (24:06)
⚫ Our Ask-Me-Anything segment, featuring questions submitted by patrons of the Lawyered community (33:03)
🔵 How do trends in diversity impact the day-to-day work of wealth management lawyers? (33:38)
🔵 What are the legal considerations for individuals who seek to pass along NFTs through succession planning or wills? (36:29)
🔵 In addition to the issues that we already spoke about, are there any other best practices that banks (or other financial institutions) can implement to best protect vulnerable clients? (39:20)
🔵 What role can lawyers play in assisting clients with business succession planning? (40:48)
✨ Read the full episode transcript HERE
✨ Learn more about the topics/cases on the Lawyered website
✨ Help to declutter the law on the Lawyered crowdfunding page
