How can advisors support vulnerable adults in a way that protects them without diminishing their independence?
Join Estates & Trusts counsel Geoff White, K.C., TEP as he presents "Incapacity and Disability Planning for Vulnerable Adults" for the STEP Canada | The Society of Trust and Estate Practitioners (Canada) Okanagan Branch on Tuesday, November 25th, moderated by associate Braeden Rahn, TEP.
Geoff will explore the complex issues that arise when assisting vulnerable adults, from spotting risks of undue influence or abuse to structuring plans that preserve autonomy while ensuring proper safeguards are in place. Attendees will walk away with practical strategies they can use immediately in their advisory, legal, or fiduciary roles.
Register today to save your spot HERE.
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