Live Webinar: Estate Planning Implications of Retirement Village Tenure


Date:   Thursday 2nd May 2019 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 5pm  
SA & NT 2.30pm to 4.30pm  
WA 1pm to 3pm

Retirement village arrangements are a popular option for older Australians seeking to maintain their independence. However, there are significant estate planning implications which advisors and clients must consider before entering such arrangements. This session unpacks the key issues, including:

  • What are the characteristic financial arrangements for residents in retirement villages?

  • What are the typical liabilities of the resident (or their estate) on moving out?

  • How do these compare to the forms of accommodation for elders?

  • What factors affect the timing of refunds?

  • What happens to the proceeds of sale after death of the resident

  • Blended families – couple holds leasehold or freehold as joint tenants

  • Should the tenancy be severed?

  • Contractual arrangements/deed between couple with regard to unit post-death

  • What needs to be in the wills

Our presenter

Richard McCullagh, Legal Director, Patrick Mchugh & Co, Kincumber, NSW and Author "Australian Elder Law", Thomson Reuters 2018

Richard McCullagh is a legal practitioner, author and teacher.

Richard has practised in the law relating to retirement villages since 1985 for operators, big and small, in-house and externally and for residents, his current focus, moving into retirement villages and aged care facilities.

Richard is the author of ‘Retirement Village Law in NSW’ published by Thomson Reuters, 2013, which includes a chapter on residential aged care facilities.

Richard has written articles and presented on topics relating to elder law in general, including retirement villages, residential aged care facilities, granny flats and enduring powers of attorney.

Richard is a legal director of Patrick McHugh & Co Pty Ltd, solicitors of Kincumber on the Central Coast of NSW and an adjunct lecturer in Elder Law at the College of Law, Sydney.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hour.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBBMAY19
 Price:   $264.00 (Inclusive of GST)
© 2019 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.