Who’s keeping Grandma Safe (Luncheon)

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Location

Event Description

The first wave of baby boomers is turning 65 and by 2036 seniors will represent 25% of Canada’s population. It is an unfortunate fact seniors are more likely to have health or declining capacity issues as they age which makes them more vulnerable to predators and greedy family members. This seminar will highlight:

• Common ways that assets are attacked
• The problems associated with family members being added as joint owners to accounts and real estate
• Power of Attorney battles
• Warning flags to identify undue influence and suspicious circumstances
• Steps that can be taken to identify fraud and what can be done in the civil law context to recover any property improperly taken

Speaker Bio

Melanie Mcdonald, LLB, TEP
VP and Regional Director, Trust and Estate Services (Western Canada), BMO Trust Company

Melanie joined BMO Trust Company in 2016. Prior to this role she was a partner and lawyer with one of Canada’s largest law firms. Melanie has over 16 years of experience with a wide variety of estate, trust, corporate and tax issues, including estate and trust planning and administration, In addition, Melanie has mediated and litigated in the Court many cases where seniors’ assets were improperly taken and estate planning and land transfer documents were challenged due to lack of capacity.

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