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Courses/Finance/Retirement Planning

Aging and the Law: Families and Contracts

Navigate the critical legal landscape of aging, from managing complex family relationships and inheritance to understanding contracts and financial arrangements.

Created byAge-Friendly Business®
BeginnerUpdated Sep 25, 2025
Aging and the Law: Families and Contracts

What You'll Learn

check_circleAnalyze legal issues in private care agreements.
check_circleIdentify risks in later-life marriages and blended families.
check_circleExamine hidden financial arrangements.
check_circleUnderstand legal rights of grandparents.
check_circleGrasp family law, contracts, and elder abuse.

About This Course

The "Aging and the Law: Families and Contracts" course delves into the complex legal issues that arise in later life concerning family dynamics and contractual agreements. This crucial program provides professionals with a clear, practical understanding of how relationships and financial arrangements among older clients can lead to significant legal complications.

You will gain expertise in:

  • Private Care Arrangements: Examining agreements where care is exchanged for property or financial assets, understanding their informal nature, potential pitfalls, and best practices for formal documentation.
  • Later Life Relationships: Exploring the legal implications of later life marriages, blended families, and common-law relationships on wills, inheritance, and advanced planning, including considerations for capacity to marry and separate.
  • Hidden Financial Arrangements: Investigating intergenerational loans, guarantees, and legacies within families, highlighting the motivations, risks of non-repayment, and potential for misunderstandings or abuse.
  • Grandparenting Issues: Addressing the rights and responsibilities of grandparents regarding access to grandchildren, financial support, and their role in substitute decision-making.

By the end of this course, you will be better equipped to identify legal risks, ask critical "what if" questions, and guide your clients toward decisions that thoughtfully balance personal relationships with legal responsibilities.

Your Instructors

Age-Friendly Business®
Age-Friendly Business®
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Age-Friendly Business® has been a leader in education and training since 2003, helping professionals and businesses excel in the rapidly growing age 50+ market. Through our internationally recognized courses and programs, we provide practical insights, proven strategies, and pre-approved Continuing Education credits. Our courses blend research-based knowledge with real-world applications, preparing professionals to engage ethically and effectively with maturing clients and customers. With over 50 modules spanning health, law, trends, leadership, and business growth, Age-Friendly Business® provides the tools, resources, and confidence to elevate client trust and deliver meaningful value in today’s $15 trillion longevity economy.

Laura  Tamblyn Watts
Laura Tamblyn Watts

CEO of CanAge

Laura Tamblyn Watts is the CEO of CanAge, Canada’s national seniors’ advocacy organization and a frequently sought-after global expert on aging issues. She has previously served as Chief Public Policy Officer at the Canadian Association of Retired Persons (2018–2019) and in a number of positions at the Canadian Centre for Elder Law including as their long-time National Director (2004–2018). She is an Assistant Professor (status) at the Factor-Inwentash Faculty of Social Work at the University of Toronto. Laura is a lawyer and was called to the Bar in 1999.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.