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Recorded Webinars

Recorded Webinar: Dealing with Capacity, Cognitive Decline and Ageing Clients

Elderly clients and estate planning go hand in glove, even if the relationship commenced years before. As medical progress keeps people alive longer, cognitive function has become an issue, bringing control and decision-making capacity to the forefront of estate planning manageme
PRESENTED BY Stephen Lynch Director - Somerville Legal , North Sydney

Date/Time

About the Webinar

Elderly clients and estate planning go hand in glove, even if the relationship commenced years before. As medical progress keeps people alive longer, cognitive function has become an issue, bringing control and decision-making capacity to the forefront of estate planning management. This session will look at how advisers can proactively establish an estate planning framework to minimise the risk of incapacity by a key decision-maker, and what to do if that happens without proper plans in place:

  • Understanding the difference between testamentary capacity and decision-making capacity
  • What are the obligations of estate planners to their clients when capacity is an issue?
  • Medical testing and intervention - whose responsibility? How and when to approach your client’s family
  • Pre-planning: how to manage aging and capacity issues through relevant arrangements and succession planning in company constitutions, trust deeds and other instruments
  • Statutory Wills - an alternative when all else fails?

Presented By

Stephen Lynch
Director, Somerville Legal North Sydney, NSW

Stephen has specialised in the area of wills, probate, estate planning and succession for more than 20 years. His extensive experience includes the preparation of complex wills, including asset-protection measures such as the creation of testamentary trusts. He is a director of Somerville Legal, practicing in both Sydney and the Newcastle/Hunter Region.

In 2010, Stephen’s experience was recognised internationally when he was accepted as a member of the Society of Trust & Estate Practitioners. In 2011, the Law Society of NSW granted Stephen Specialist Accreditation in the field of wills & estates.

Stephen has been named in the prestigious Doyles List every year since 2015 as one of NSW's top Estate Planning and Estate Litigation lawyers.

Who Should Attend?

This webinar is suitable for lawyers 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: [email protected]

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