Recorded Webinar: Estate Planning Issues for Older Clients

 

21st March 2019

Duration:  approx. 2 hours

 ABOUT THE WEBINAR
Older clients may have specific estate planning issues which do not arise for younger clients, relating to the higher risk of health issues and the need to enter the aged care system. This session reviews what advisers need to consider in relation to the following:

  • Advanced healthcare directives:

    • how do these interact with a medical power of attorney?

    • what issues and decisions do they cover?

    • can multiple directives be active at the same time?

  • Aged care and refundable accommodation deposits (RAD):

    • third party funding of the RAD – setting up loan arrangement

    • what happens to the RAD on death

    • what happens to the main residence CGT exemption?

  • Appointing the right attorney:

    • choosing the correct type

    • taking care over the powers granted – limiting the powers of your agent

 PRESENTER
Our presenter

Laura Hanrahan, Special Counsel, HopgoodGanim, Brisbane 

Laura practices exclusively in the areas of superannuation, estate planning and administration.  She assists clients in a range of matters including Wills, testamentary trusts, powers of attorney, superannuation, family discretionary trusts and the administration of deceased estates.

With a background that includes family law, business services and taxation, Laura is experienced to deal with the variety of issues associated with preparing comprehensive estate plans for clients.

 WHO SHOULD ATTEND?

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.

 ENQUIRIES/ASSISTANCE
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: lisa@tved.net.au
Product Code: WBNMAR19
 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.