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. ⚫ How will the new consumer protection requirements improve outcomes for vulnerable users of the financial services industry? (5:33) ⚫ What are the practical considerations for lawyers who administer electronic wills? (15:10) ⚫ Is the change of a beneficiary designation a matter of contract or testamentary disposition? (24:06) ⚫ Our Ask-Me-Anything segment, featuring questions submitted by patrons of the Lawyered community (33:03) 🔵 How do trends in diversity impact the day-to-day work of wealth management lawyers? (33:38) 🔵 What are the legal considerations for individuals who seek to pass along NFTs through succession planning or wills? (36:29) 🔵 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) 🔵 What role can lawyers play in assisting clients with business succession planning? (40:48)

✨ Read the full episode transcript HERE ✨ Learn more about the topics/cases on the Lawyered website✨ Help to declutter the law on the Lawyered crowdfunding page