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Estate Planning Council of CANADA

Understanding Capacity Assessments and Their Limitations

  • October 14, 2021
  • 3:00 PM - 4:00 PM (EDT)
  • Zoom

Registration

  • Have not attended EPC event before
    Complimentary Registration
    One time only

The big question is 'Does the Client Have Diminished Capacity?"

In this presentation we will look at challenges with capacity assessments and their limitations. Areta Lloyd will discuss the legal tests, the red flags and best practices if future litigation is suspected.


  • If asking a client to be assessed, how to evaluate the resulting assessment
  • Can a lawyer rely on a capacity assessment? What are red flags?
  • When will a court compel an assessment?
  • Going forward, how to evaluate the reliability of zoom assessments, and steps to take with zoom executions

Areta Lloyd, Estates, Trusts and Capacity Litigation Lawyer - Dickson Appell LLP


Areta practices estates, trusts and capacity litigation and maintains a niche in health law. She has experience with elder health law including medical assistance in dying; and she is an advocate for prospective parents and surrogates in the area of assisted reproductive technology.

In her litigation practice, Areta helps de-escalate conflict, so that clients can focus on their health and family. When situations escalate, Areta is a strong, capable advocate.

Registration $15 - Limited complimentary registration for first-time guests.

No charge for EPC Canada members.

About EPCC

Our mission is to provide education and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  We link and support Estate Planners across Canada and represent a global community online.



More Information

Contact - info@epc-canada.org

1771 Robson Street, Unit 212
Vancouver, Canada, V6G 1C9

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