81: Wealth Management Law (Raphael Tachie)

<p>It's our Season 9 premiere! We're kicking it off with a timely discussion about wealth management law featuring Raphael Tachie.</p> <p><!-- /wp:paragraph --><!-- wp:paragraph --></p> <p>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.<br /> <br /> ⚫ How will the new consumer protection requirements improve outcomes for vulnerable users of the financial services industry? (5:33)<br /> ⚫ What are the practical considerations for lawyers who administer electronic wills? (15:10)<br /> ⚫ Is the change of a beneficiary designation a matter of contract or testamentary disposition? (24:06)<br /> ⚫ Our Ask-Me-Anything segment, featuring questions submitted by patrons of the Lawyered community (33:03)<br /> 🔵 How do trends in diversity impact the day-to-day work of wealth management lawyers? (33:38)<br /> 🔵 What are the legal considerations for individuals who seek to pass along NFTs through succession planning or wills? (36:29)<br /> 🔵 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 <span style= "font-size: 12pt;">protect</span> vulnerable clients? (39:20)<br /> 🔵 What role can lawyers play in assisting clients with business succession planning? (40:48)</p> <p class="MsoNormal" style= "mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; background: white;"> <span style="font-size: 14pt;"><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji'; color: #22242f;"> ✨</span> <span style= "font-family: 'Calibri',sans-serif; color: #22242f;">Read the full episode transcript </span><span style= "color: black; mso-color-alt: windowtext;"><a href= "http://lawyeredpodcast.com/wp-content/uploads/2023/07/LawyeredEp81-Podcast-Transcript.pdf.pdf"><strong><span style="font-fa