Rescheduled: Best Practices for Advising Family Members Who are Responsible for their Elderly Family Member’s Financial and Health Decisions

Thank you for moving this in your calendar!

It is common for the oldest daughter to be involved in all aspects of an elderly parent’s health and financial decisions. She often attends doctor’s appointment, takes mom or dad to the bank or even chooses a care home for a parent who cannot make the decision on their own. So why are we always surprised to find her sitting in your receptionist area with her parents expecting to attend their estate planning appointment?

Let’s talk about the best practices for this situation. Have you ever considered that your real client is the daughter that phones on behalf of her mom or dad?

Del will lead a discussion about making the choice to represent a family caregiver rather than the elderly will-maker in an estate planning situation. When is it appropriate? What advice can we give the family caregiver, so that she or he can be empowered to make financial or health decisions on their parent’s behalf? How can we help them to share financial information with the other family members when appropriate?

Del is an estate planning lawyer. She thinks, writes and speaks about aging, death and money.

Presented by Del Friday, BA, LLB

Estate Planning Lawyer & Associate Director

of Gift and Estate Planning at UBC