Deidre J. Herbert
Case Law Update [42min] Ethics Time: 5min

Date:

November 4, 2022

Course:

Estate Litigation Update 2022

Contributor(s):

Deidre J. Herbert

J. Jeffrey Locke

Wills Estates and Trusts » Estate litigation, Wills challenges

Presentation Content:

Slides: Case Law Update - Recent Developments concerning Wills Variations, the Patients Property Act, and the Power of Attorney Act
Paper: Wills Variation, the Patients Property Act, and the Power of Attorney Act

Capacity Issues in FLA/Divorce Proceedings [1h 3min] Ethics Time: 25min

Date:

October 21, 2021

Course:

Interplay Between Aging, Death & Divorce 2021

Contributor(s):

Deidre J. Herbert

Georgia Tsonis

Family Law » Client Relations, Division of property, Marriage, Professional Responsibility
Wills Estates and Trusts » Client Relations, Professional Responsibility, Wills, Incapacity planning and capacity issues

Presentation Content:

Slides: Capacity Issues in FLA/Divorce Proceedings
Handout: Code of Professional Conduct Rule 3.2-9: Clients with Diminished Capacity
Handout: Fact Scenarios
Handout: Undue Influence Recognition/Prevention
Paper: Common Law Tests of Capacity
Paper: Undue Influence and Lack of Capacity

Undue Influence and Lack of Capacity [52min]

Date:

March 11, 2021

Course:

Estate Litigation Basics 2021

Contributor(s):

Deidre J. Herbert

Wills Estates and Trusts » Elder care, Estate litigation, Wills, Incapacity planning and capacity issues

Presentation Content:

Slides: Undue Influence & Lack of Capacity
Handout: Undue Influence Recognition/Prevention
Paper: Undue Influence — “Please”, “Unless” or Something Else?
Paper: Undue Influence & Lack of Capacity

Undue Influence—"Please," "Unless" or Something Else? [36min] Ethics Time: 10min

Date:

November 14, 2019

Course:

Canadian Elder Law Conference 2019

Contributor(s):

Deidre J. Herbert

Dr. Kenneth Shulman

Wills Estates and Trusts » Client Relations, Elder care, Ethics, Wills

Presentation Content:

Slides: Undue Influence – “Please”, “Unless” or Something Else?
Slides: Undue Influence — A Clinical Perspective
Paper: Undue Influence – “Please”, “Unless” or Something Else?

Fixing Trusts [41min] Ethics Time: 5min

Date:

April 26, 2019

Course:

Trusts in the 21st Century: Surviving in a Sea of Change 2019

Contributor(s):

Deidre J. Herbert

Wills Estates and Trusts » Professional Responsibility, Trust planning

Presentation Content:

Slides: Fixing Trusts
Paper: Fixing Trusts

Litigious Disputes Before Death [45min]

Date:

November 16, 2018

Course:

Estate Litigation Update 2018

Contributor(s):

Deidre J. Herbert

Litigation » Estate litigation
Wills Estates and Trusts » Elder care, Estate litigation, Committeeship, Power of attorney

Presentation Content:

Paper: Litigious Disputes before Death

Defensive Practice in the Grey Areas of Incapacity [56min]

Date:

October 6, 2016

Course:

Estate Planning Update 2016

Contributor(s):

Deidre J. Herbert

Megan Swail

Sarah Watson

Wills Estates and Trusts » Adult guardianship, Elder care, Estate planning

Who to Call When a Vulnerable Adult Needs Help - Introducing the Decision Tree [1h 3min]

Date:

November 13, 2015

Course:

Canadian Elder Law Conference 2015: The Journey of Aging - the Law and Beyond: Key Practice Challenges and Hot Topics in Legal Practic

Contributor(s):

Kevin Coughlin

Deidre J. Herbert

Detective Constable Natasha Holdal

Leanne Lange

Alison Leaney

Wills Estates and Trusts » Adult guardianship, Elder care