Table of Contents


A Medical-Legal Approach to Estate Planning, Decision Making, and Estate Dispute Resolution for the Older Client: Keynote Remarks

The Honourable Justice Eileen E. Gillese

Decision Making and Estate Dispute Resolution for the Older Client: A Geriatrician’s Perspective

Dr. A. Mark Clarfield, FRCPC

The Practical Framework—Responding to Common Estate Issues when Representing the Older Client

Brian A. Schnurr, C.S.

The Practical Framework—Responding to Common Legal and Medical Issues of the Older Client

Dr. Kenneth I. Shulman FRCPC

Setting the Stage: Interviewing the Older Client

Hilary E. Laidlaw, C.S.

Confidentiality: Medical and Legal

Judith A.B. Wahl

The Retainer

Marshall A. Swadron

Solicitor’s Duty of Care

Mary L. MacGregor

Common Medical Conditions that Might Affect Competence in the Elderly: The 4Ds (Depression, Delirium, Dementia, Drugs)

Dr. Nathan Herrmann, FRCPC

The Lawyer’s Dilemma

Mary Lou Dingle, Q.C.

When Should the Lawyer Consult with the Medical Practitioner? What Should the Lawyer Ask? What Are the Reasonable Expectations? Who Should Be Asked?

Dr. Richard Shulman, FRCPC and Susan J. Woodley, C.S.

Cognitive Neuroscience and the Solicitor’s Approach to Mental Incapacity

Arthur I. Fish

The Substitute Decisions Act: A Law of Unintended Consequences

Jan Goddard, C.S.

Taking Instructions: Red Flags Relating to Capacity and Undue Influence (How Do You Know There is a Problem?)

Liza C. Sheard

REVIEW The Wills of Older People: Risk Factors for Undue Influence

C. Peisah, S. Finkel, K. Shulman, P. Melding, J. Luxenberg, J. Heinik, R. Jacoby, B. Reisberg, G. Stoppe, A. Barker, H. Firmino and H. Bennett

Undue Influence and Suspicious Circumstances: “A Whole Ball of Wax”

Jordan M. Atin, C.S.

Understanding the Court‘s Approach to Allegations of Undue Influence and Suspicious Circumstances

The Honourable Justice Thomas R. Lederer

Preparation of Powers of Attorney and Wills to Withstand Attack

Eric N. Hoffstein and Jordan D. Oelbaum

Brave New World! The Cost of Proportionality in Will Challenges and Guardianship Disputes: Discovery, Summary Judgment and the Courts’ Discretion in Fixing Costs

Justin W. de Vries and Angélique Moss

Capacity Assessment by Attending Physician or Capacity Assessor

Dr. Heather Gilley and Dr. Carole Cohen, FRCPC

Capacity Assessments by the Drafting Lawyer

M. Elena Hoffstein and Joanna Gorman

Methods of Attacking a Capacity Assessment

Anita Szigeti and Archie Rabinowitz, C.S.

Modern Estate Planning—The High Price of Not Talking

Ian M. Hull, C.S. and Suzana Popovic-Montag

Planning for Facilitated Family Meetings

Julie A. Morton, Ph.D.

Approaches to Drafting Powers of Attorney—is Boilerplate Enough?

Margaret R. O’Sullivan

Representing the Older Client (Capable or Not) in Guardianship Disputes

D’Arcy J. Hiltz

Mediation and Other Strategies to Negotiate a Resolution

Brian A. Schnurr, C.S.

Table of Cases


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