Home In Depth Special Reports Avoiding estate planning pitfalls

Avoiding estate planning pitfalls

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, 2017

Capacity and clients: Understanding the Ontario Substitute Decisions Act

Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)

  • July 17, 2017 August 14, 2018
  • 11:57

Estate disputes: Protect your practice from litigation

Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)

  • July 10, 2017 August 14, 2018
  • 05:30

The top two reasons wills are challenged

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)

  • July 3, 2017 August 14, 2018
  • 07:20

Elder abuse: Protect your clients and your practice

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)

  • June 19, 2017 August 14, 2018
  • 05:20