81: Wealth Management Law (Raphael Tachie)
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It\'s our Season 9 premiere! We\'re kicking it off with a timely discussion about wealth management law featuring Raphael Tachie.
Topics: financial services and consumer protection frameworks; the rise of electronic wills; changing a beneficiary designation; and our Ask-Me-Anything segment. This program contains 30 minutes of substantive content for the Law Society of Ontario\'s CPD requirements.
\\u26ab How will the new consumer protection requirements improve outcomes for vulnerable users of the financial services industry? (5:33)
\\u26ab What are the practical considerations for lawyers who administer electronic wills? (15:10)
\\u26ab Is the change of a beneficiary designation a matter of contract or testamentary disposition? (24:06)
\\u26ab Our Ask-Me-Anything segment, featuring questions submitted by patrons of the Lawyered community (33:03)
\\U0001f535 How do trends in diversity impact the day-to-day work of wealth management lawyers? (33:38)
\\U0001f535 What are the legal considerations for individuals who seek to pass along NFTs through succession planning or wills? (36:29)
\\U0001f535 In addition to the issues that we already spoke about, are there any other best practices that banks (or other financial institutions) can implement to best protect vulnerable clients? (39:20)
\\U0001f535 What role can lawyers play in assisting clients with business succession planning? (40:48)
\\u2728 Read the full episode transcript\\xa0HERE
\\u2728 Learn more about the topics/cases on the\\xa0Lawyered website
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