In our Ask-Me-Anything Segment of our wealth management law episode with Raphael Tachie, we cover a range of questions submitted by the Lawyered Patreon community. 

🔵 How do trends in diversity impact the day-to-day work of wealth management lawyers? 🔵 What are the legal considerations for individuals who seek to pass along NFTs through succession planning or wills?🔵 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? 🔵 What role can lawyers play in assisting clients with business succession planning? 

✨ 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

In part three of our wealth management law episode with Raphael Tachie, we discuss the specific legal considerations for how an individual can change their beneficiary designation, and whether this is a matter of contract or testamentary disposition.

✨ 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

In part two of our wealth management law episode with Raphael Tachie, we discuss the concept of electronic wills and the legal considerations for lawyers who are charged with drafting and reviewing them.

✨ 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

In part one of our wealth management law episode with Raphael Tachie, we speak about a Consumer Protection Framework that is designed to provide enhanced protection for bank customers.

✨ 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

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

In our Ask-Me-Anything Segment of our arbitration law episode with Alex Mitretodis, we cover a range of questions submitted by the Lawyered Patreon community. 🔵 What are some of the differences between litigating before an arbitrator and litigating before a “regular” court? 🔵 What do you think of the characterization of Canada as an “arbitration-friendly” jurisdiction? 🔵 What are some considerations for lawyers who are considering whether to include an arbitration clause in their contractual agreements? 🔵 What role do arbitrations play in promoting access-to-justice?

✨ 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

In part three of our arbitration law episode with Alex Mitretodis, we discuss British Columbia’s new Arbitration Act and the new rules of procedure from Vancouver International Arbitration Centre

✨ 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

In part two of our arbitration law episode with Alex Mitretodis, we speak about how lawyers can use predictive methodologies and analytics to assist them in litigation as well as how future decision-makers might incorporate artificial intelligence

✨ 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

In part one of our arbitration law episode with Alex Mitretodis, we discuss the use of arbitration clauses in standard-form consumer contracts and the role of unconscionability.  

✨ 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

It's our Season 8 finale and we are capping off the year with a discussion about arbitration law, featuring Alex Mitretodis!

Topics: consumer protection and arbitration clauses; predictive analytics; new BC legislation and rules; and our Ask-Me-Anything segment.

⚫ What role does "unconscionability" play when assessing arbitration clauses in consumer protection matters? (9:24) ⚫ How can predictive analytics tools be used by lawyers in the arbitration context? (19:14) ⚫ What are the implications of BC's new Arbitrations Act and the new VanIAC Rules of Procedure? (28:46) ⚫ Our Ask-Me-Anything segment, featuring questions submitted by patrons of the Lawyered community (39:33) 🔵 What are some of the differences between litigating before an arbitrator and litigating before a “regular” court? (40:18) 🔵 What do you think of the characterization of Canada as an “arbitration-friendly” jurisdiction? (44:12) 🔵 What are some considerations for lawyers who are considering whether to include an arbitration clause in their contractual agreements? (46:19) 🔵 What role do arbitrations play in promoting access-to-justice? (50:28) ✨ 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