2 Day Intensive FDR – Estates & Beyond Program
Live over ZOOM.
Why I Created This Program.
FDR – Estates & Beyond training brings together principles and practices from family mediation, elder mediation, estate mediation and coaching to resolve estate and related disputes with a focus on the person at the center of the dispute. It balances the legal and non-legal aspects of the dispute and requires an understanding of conflict, financials, capacity, communication, family dynamics, aging (often), grief and loss in addition to the relevant law.
This program is the first of its kind in Canada and aims to deliver practical solutions for professionals in this field. The training’s content is based on current research and brought to you by people who work in the field daily. While there are many training options, including elder law, elder mediation, estate planning, and family mediation, this course endeavors to bring these pieces together in a comprehensive and practical way. Find out more…
Program Details
The FDR Estates & Beyond 2-day program highlights the importance of impartiality, screening, prevention, confidentiality and self-determination within estate related matters. It will help you understand the impact of aging, family dynamics, grief, loss and capacity on financial and personal decision making, estate planning and dispute resolution. It goes beyond the surface and explores the need for deeper, more flexible models that move dispute participants from legal positions to interests with a focus on resolution, not settlement.
Topics Covered
Click each topic for more information
- The basics
- Complexities
- Importance of addressing emotional, financial and legal issues
- Models (advantages and disadvantages)
- Values & bias
- Appropriateness
- Resolution vs settlement
- Powerful questioning
- Aging vs. ageism
- Changing views
- Quality of life, care and relationships
- Impact of ageism on families and disputes
- Estate related disputes and causes
- Assessing the impact of the following on legal issues:
- Family history and dynamics
- Personalities
- Diversity
- Decision making
- Structure and process differences
- Timing
- Costs
- Confidentiality
- Power of Attorney disputes
- Will challenges
- Property
- Capacity concerns
- Time between death and probate
- Allegations of abuse/neglect
- Burials and memorials
- Business succession
- Family disputes
- Intestacy
- What looks like incapacity but isn’t?
- Planning
- Consistency
- Influence vs undue influence
- Types of control
- 3rd party screening
Click each topic for more information
- Health care and medical decision making
- Housing/moving
- New relationships and blended families
- Misunderstanding of Attorney or Trustee role
- Guardianship
- Wishes and intentions
- Multiple Attorneys
- Difficult family relationships
- Jointly held assets
- Distributing assets
- Concerns of financial abuse
- Dependent support
- Common-law relationships
- Passing of Accounts
- Equalization v. Inheritance
- Unequal inheritance
- Disclosure (lack of)
- Trusts/Unjust enrichment
- Gifts and loans
- Estate Planning
- Incapacity planning
- Disclosure
- Documentation
- Prevention
- Wishes and intentions
- Capacity and undue influence
- Documentation
- Setting the agenda
- Mediation Briefs
- Choice of mediation style
- Difficult parties
- Disclosure
- Overcoming obstacles
- Support vs. advocacy
- Intake
- Screening
- Evaluating grief
- Participation
- Parties’ expectations
- Identifying accommodations
- Agreement to Mediate
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