Capacity and the Aging Entrepreneur

As successful and driven individuals, entrepreneurs tend to focus on their own success and achieving greater success for their company. However, the thought of aging or diminishing mental capacity and the effects of such on their lifestyle or business is not something that is regularly considered. In Ontario, there is a legal assumption that adults are capable of making decisions until it is proven they are not capable. However, many people at some point may require assistance with decision making due to dementia related to aging or a disability, including both mental health or intellectual disability. As service providers, when discussing succession planning with your clients, it is not only important to ensure that your clients have a proper will, but that they understand the importance of preparing a proper Continuing Power of Attorney for Property. In this session we will discuss the issues surrounding estate planning and the aging entrepreneur. Those who should attend this session include service providers such as accountants, wealth advisors and business lawyers, particularly those who serve aging clients.

1. Presentation
2. Recording

About this course

$49.00
1 CPD hour
September 26, 2023

Nicole Stephenson

Nicole Stephenson is the founder of Stephenson Law Group™ with over 15 years of Canadian capital markets experience. Nicole practices corporate and securities law with a specific focus on corporate finance and capital raising initiatives for public and private companies, compliance and registration matters, and will and estate planning for entrepreneurs and business owners. She also advises senior management, boards of directors and shareholders on corporate governance, regulatory matters and business strategy.

Prior to founding Stephenson Law Group™, Nicole spent over twelve years at the Ontario Securities Commission, a Canadian stock exchange and in private practice at a corporate and securities law boutique.

Nicole holds a Juris Doctor from Queen’s University Faculty of Law and a Masters of Laws (Securities law) from Osgoode Hall Law School. She also holds a Bachelor of Arts degree in Psychology from York University.