Dan Richards, CEO, Client Insights, and Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, review estate planning trouble spots and best practices advisors need to know, from working with vulnerable seniors to avoiding litigation.
July 17, 2017Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)
Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)
Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of elder abuse (Part 1 of 4)
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