Client Capacity and Estate Planning
Develop a proactive multi-dimensional plan of action before your client loses capacity. Explore capacity issues and the ramifications on wills for gifted properties. Review financial enduring powers of attorney then delve into the impact of loss of capacity on SMSFs and trusts. This is a must attend seminar for wills and estates lawyers.
Description
Attend and earn 1 CPD unit in Substantive Law
This program is based on VIC legislation
Client Capacity and Estate Planning
- How to ensure your client’s estate planning intentions don’t unravel if they lose capacity
- Analysing the current Victorian Enduring Power of Attorney laws
- The conditions and instructions to include in Financial Enduring Powers of Attorney
- Impact on a will when a specific gifted property is sold during the will maker’s lifetime
- Repercussions on SMSFs when members lose capacity
- The effect on the family trust when controllers lose capacity
Presented by Krista Fitzgerald, Practice Leader, Moores; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019