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.
âš« How will the new consumer protection requirements improve outcomes for vulnerable users of the financial services industry? (5:33)
âš« What are the practical considerations for lawyers who administer electronic wills? (15:10)
âš« Is the change of a beneficiary designation a matter of contract or testamentary disposition? (24:06)
âš« 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