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Recorded Online Conferences

Living Arrangements and the Elderly: Traps for the Unwary - recorded online conference

Hear from the experts at this online lunchtime conference. You can watch it on your computer or on your portable electronic device from anywhere.


About the Recorded Online Conference

You can put your staff in the boardroom and watch it there. You can watch it on your computer or on your portable electronic device. All for the same low price.

The conference will be based on our highly successful video webinar technology: there’ll be a chairperson, a panel of experts, presentations and discussion.

Session 1: Shared Living Arrangements - More Than Good Intentions Required

Ensuring the right protection and documentation is in place when sharing living arrangements with the elderly is the subject of this session, including:

  • Documenting shared living arrangements - putting in place family agreements

  • Clear arrangements that distinguish a loan from a gift

  • Planning for worst outcome scenarios:

    • breakdown of child’s relationship

    • senior starts new relationship

    • deterioration in health

    • breakdown of relationship with child

  • Which names appear on title?

  • Compensation arrangements if the shared living arrangements don’t work out

  • Dealing with the inheritance with other children

  • Documenting family care and support arrangements

  • Understanding the importance of separate independent legal, financial and social security advice

  • Proprietary estoppel and developments in equity law covering share arrangements

  • Case study: Lessons from the dispute involving the late Fiona Richardson

Session 2: Retirement Village Living - Legal and Financial Hurdles in Retirement

Moving into a retirement village is a major decision many are unprepared for. A raft of legal and financial issues arises which must be addressed carefully. This session looks at the key legal risks and how to deal with them, including:

  • Interpreting the retirement village contract - just what are you buying?

  • A question of affordability - recurrent charges and costs built into the contract

  • Understanding cost traps - avoiding high monthly maintenance fees

  • The deferred management fee - how does this work and when do you have to pay it?

  • Calculating the cost of moving out of the retirement village

  • What fees are charged on departure and how is it calculated?

  • Can residents share in any capital gain in the value of the unit when they leave?

  • Does a resident have to contribute towards refurbishment of the unit before it sold?

  • Exit entitlements when leaving a retirement village

Session 3: Later Life Relationships - Getting Things in Order When Seniors Get Together

Later-life relationships among seniors are becoming commonplace. How has elder law responded to this phenomenon? This session answers this question, including:

  • Elderly companion or de facto? Understanding the tests and implications

  • Binding financial agreements later in life

  • Separation where one party has lost capacity and involuntary separation

  • “Til death do us part?”Probate, administration and family law

  • Estate planning for second and subsequent marriages/relationships

  • Claims against estates for family provision later in life

The Faculty

Justin Rizzi, Barrister, Victorian Bar, Melbourne (Chairperson) Michele Davis, Associate – Head of Succession Elder Law, Wilson Lawyers, Brisbane Leon Shohmelian, Principal, Shohmelian Legal, Sydney Eleanor Coates, Barrister, Victorian Bar, Melbourne


If you need assistance or have an enquiry, please do not hesitate to contact our Event Coordinator, Hayley Williams—Cameron on (03) 8601 7730 or email: [email protected]

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