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102007
Recorded Webinars

Recorded Webinar: Factoring Aged Care into Estate Planning

The financing of aged care can significantly impact family finances and estate planning. Following the Royal Commission into Aged Care Quality and Safety t, the issue of looking after the elderly has become central on both a community and personal level. This session will examine
PRESENTED BY Kristel Winkler Director - Donovan Winkler Lawyers , Brisbane

Date/Time

About the Webinar

The financing of aged care can significantly impact family finances and estate planning. Following the Royal Commission into Aged Care Quality and Safety t, the issue of looking after the elderly has become central on both a community and personal level. This session will examine the current issues that need to be considered in estate planning and explore what may be coming in the future, including:

  • An overview of the current aged care legislation and the costs of going into residential aged care
  • Home packages and other options
  • The impact of a person’s assets and income on level of funding and personal liability
  • How does the family home factor into the financing?
  • The legal and practical impacts of aged care separation on the partner left behind: Stanford & Stanford [2012] HCA; In the Estate of HRA Deceased [2021] QSC 29
  • Decision-making for aged care – powers of attorney and family care agreements
  • Recommendations from the Royal Commission on funding and other relevant matters
  • Federal Government proposed reforms and their potential impacts

Presented By

Kristel Winkler
Director, Donovan Winkler Lawyers Brisbane, QLD

Kristel has a diverse practice experience in estate planning and administration, elder law, property, commercial and corporate law exceeding 15 years. She has assisted clients with large property and commercial transactions, redevelopments, body corporate issues, leasing, mergers & acquisitions, corporate restructures, compliance and governance.

Kristel provides caring and considered advice to her older clients with the host of legal issues which can be of particular concern in later life. She is especially interested in assisting clients with retirement village and aged care matters, and estate planning.

Kristel also has specialised expertise in charity and not for profit law, advising retirement village operators, aged care providers, schools and educational institutions, churches, charities and other not for profit organisations.

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.

CPD Information

Accountants can claim up to 0.5 CPD/Training hour. Lawyers can claim up to 0.5 CPD unit/point – substantive law.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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