Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
108264
Recorded Webinars

Recorded Interactive Webinar: Getting the Power Right: Drafting Enduring Powers of Attorney that Actually Work

For many clients, the focus of their estate planning starts and ends with their will. However, for many families it can be the decisions that are made prior to death (particularly once a client starts to lose capacity) that can cause the most conflict and devastation for the testa
PRESENTED BY Penelope Nicholls Special Counsel - Hamilton Locke , Brisbane

Date/Time

About the Webinar

For many clients, the focus of their estate planning starts and ends with their will. However, for many families it can be the decisions that are made prior to death (particularly once a client starts to lose capacity) that can cause the most conflict and devastation for the testator and their family relationships. An enduring power of attorney (EPA) can help minimise the risk of such disputes, but only when it is has been properly prepared – not merely tacked on or prepared as an afterthought. To assist estate planners, this session examines

  • What an EPA means for an individual client, including scope of authorisations, definition of a financial matter (how far does that extend), what is an attorney authorised to do by default, what is captured by incidental needs
  • Best practice tips for identifying and minimising the risk of elder abuse in light of recent cases and disciplinary proceedings, including who to take instructions from, verifying identity and authorisation from client, safeguards when discussing matters with other family members etc
  • Options for decision-making mechanisms, choice of attorney/s and value of processes to avoid future conflict with family
  • Enforceability issues and limitations of interstate EPAs -which jurisdictions recognise those from other states and when are separate EPAs needed for upwardly mobile clients

Presented By

Penelope Nicholls
Special Counsel, Hamilton Locke Brisbane, QLD

Penelope is a Senior Associate in Hamilton Locke’s Private team with significant experience in estate planning, estate administration and estate litigation.

Penelope is an efficient lawyer with a focus on delivering the best possible outcomes for her clients. She approaches her work with determination, providing practical and commercial advice on often difficult matters.

Penelope enjoys the complexities involved in navigating her clients through complicated situations that arise during estate planning or after a person’s death.

Penelope is a full member (TEP) of STEP (Society of Trust & Estate Practitioners), a worldwide organisation that guides the professional conduct of lawyers and accountants in the wills and estates industry.

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 1 CPD hour. Lawyers can claim 1 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.

OPTIONAL ONLINE QUIZ

This Recorded Interactive Webinar will include an optional online quiz for completion after viewing the recording.  Upon completion of the quiz with a 100% pass rate the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned.

TEN will aim to have the quiz available for completion within 1 week of the webinar being held.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

Go to top