Estate Planning in a COVID-19 Environment
COVID-19 has brought the execution of wills and estate planning documents to the top of priority list for many of your clients, so you need to know the latest developments. You know the financial affairs of your clients better than anyone, and are in a unique position to ensure they have made all the necessary arrangements with respect to their estate planning. Ensure your clients are protected if documents need to be made or upgraded during this time.
Description
Estate Planning in a COVID-19 Environment
- Examine the execution in a pre, intra and post COVID 19 world of:
- Wills
- Powers of Attorney
- Advanced Care Directives & Powers of Guardianship
- Binding Nominations
- Other legal documents
- What was the pre COVID 19 position?
- How has COVID 19 effected that position?
- What might the future post COVID 19 look like?
- How is technology impacting the execution of these documents and how might that play out in the future?
Presented by Jeremy Duffy, Principal, Duffy Legal
Location Streamed From: Adelaide
Presenters
Jeremy Duffy has worked for over 35 years as a commercial, property and estate planning lawyer focused on individuals, whether in their personal capacity, as owners of commercial property or as principals of businesses. As a result, Jeremy has a strong generalist skill base which assists him in identifying and resolving a wide range of legal issues. He is a member of STEP, the Society of Trust and Estate Professionals, a world-wide organisation of practitioners who have demonstrated specialist skills in trusts, estates, succession and related areas of law. Jeremy also has a keen interest in the future of legal practice, particularly as it has to do with technology, and has developed his own automated on-line document assembly software. He is a member of ALPMA and the Technology Committee of the Law Society of South Australia.
On a personal level, Jeremy is married with 2 adult children, is the vocalist in a band called JD & the Crabs and stupidly rows long distances in boats as a Masters rower at Adelaide University Boat Club