Recorded Webinar: Preparing Wills and EPOAs in a Pandemic: Is Close Enough Good Enough?

 

20th May 2020
Duration:  approx. 1 hour

 ABOUT THE WEBINAR
In these unprecedented times, succession lawyers will be receiving many enquiries from clients wishing to make Wills and Enduring Powers of Attorney to ensure that their affairs are in order. However, how can these documents be validly prepared and executed whilst adhering to social distancing rules? This session examines how to navigate this new and unsettling landscape, including:

  • How do you obtain valid instructions from your client?
  • Issues to consider when a face to face meeting is not possible
  • Preparing a valid will:
    • How can you ensure there is testamentary capacity?
    • When can beneficiaries witness a will?
    • ‘Drive-in’ services and other novel solutions
    • How to use video evidence effectively   
    • Informal wills – are they better than nothing?
  • Witnessing and execution requirements in a COVID-19 landscape - unpacking COVID-19 Legislation Amendment (Emergency Measures) Bill 2020 and other reforms
  • Case study: Preparing documents for a client living in an aged care facility
 PRESENTER
Recorded Webinars,Estate planning and Wills,Recorded Webinar:  Preparing Wills and EPOAs in a Pandemic: Is Close Enough Good Enough?

Steve Grant, Director, Merthyr Law, Brisbane

When Steve is not competing in the Noosa Triathlon or swimming to Rottnest Island, he is one of the Directors of Merthyr Law.

Steve Grant practises in estate planning, business and investment structures and taxation.

His expertise is in the area of tax effective business and investment structures to protect assets for the family.

He focuses on ensuring clients’ interests can and will be transferred down from generation to generation without loss to outsiders and ensuring clients’ home and investment assets are quarantined from the risks of their business activities.

Steve began his legal career with a medium size Brisbane law firm where he completed his Articles of Clerkship. In 1988 he became a Partner of that same firm and continued there for 11 years.

On 1 July 1999, Steve established his own firm, Grants Lawyers, specialising in estate planning, business and investment structures and taxation. Grants has now become Merthyr Law.

 WHO SHOULD ATTEND?

This webinar is suitable for succession lawyers – Australia wide. 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



© Television Education Network Pty Ltd 2020

Product Code: WB2MAY20
 Price:  $264.00 (Inclusive of GST)
© 2020 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.