Kim Whaley

Kimberly A. Whaley

Conundrums in Cognition: Planning for the Future

Kimberly A. Whaley, Mark Handelman, and Erin C. Cowling, Whaley Estate Litigation

Today’s world is one of changing social demographics. Our population is aging. Family units are more complex. With increased longevity comes an increase in medical issues affecting cognition, capacity and, so too, the susceptibility to becoming vulnerable and dependant.

At Whaley Estate Litigation (“WEL”) we see the problems that families and friends face when persons become incapable of managing their own finances and their personal care. Often there is a dispute as to who should be making the decisions. Had proper, or any, planning been put into place, these disputes may have been avoided.

It is important to plan for your future now. Enquiries should be made. Professionals consulted. This book and our chapter written collaboratively by Kim, Mark and Erin entitled “Conundrums in Cognition: Planning for the Future” will hopefully assist you in starting the planning process now.

Kimberly A. Whaley C.S., TEP., LL.M, LL.B, BA, is the founder and principal of WEL. She was designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Upper Canada in 2006.

Mark Handelman B.A., LL.B., MHSc (bioethics) is firm counsel to WEL. Mark is a past Vice Chair and Senior Lawyer Member of Ontario’s Consent and Capacity Board. Mark advises on consent, capacity, substitute decision-making and end of life decision matters and treatment disputes.

Erin C. Cowling B.A.H., LL.B., is an associate at WEL. Erin practices and writes articles with a focus on estate, trust, incapacity, fiduciary and power of attorney litigation.

WEL provides dispute resolution services in the following areas:


Kimberly A. Whaley, C.S., TEP, LL.M., LL.B, BA
Certified Specialist in Estates and Trust Law
Founder, Principal
Whaley Estate Litigation
Direct Tel: (416) 355-3250
10 Alcorn Avenue, Suite 301
Toronto, Ontario, M4V 3A9
Telephone: (416) 925-7400
Facsimile: (416) 925-7464

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