Conversations About Capacity: How to Start Them and Why They are Important
Issues covered include: acting on instruction, competent clients, client competency, capacity, capacity issues
Description
Assisting your client with their financial decisions can raise important and difficult conversations around capacity. Ensure that you can comfortably raise the right questions to ensure that your client’s estate is handled as intended.
Conversations About Capacity: How to Start Them and Why They are Important
In professional services firms we provide advice and options to our clients. Ultimately however the client is the decision maker, meaning we act on instructions, but we can only act on competent instructions.
- How do you identify if your client is competent to give instructions?
- If you see a red flag what do you do about it?
- Practical tips to help identify and deal with capacity issues
Presented by Laura Hanrahan, Special Counsel, Hopgood Ganim Lawyers
This webinar will be streamed at AEST
Presenters
Laura practices exclusively in the areas of superannuation, estate planning and administration. She assists clients in a range of matters including Wills, testamentary trusts, powers of attorney, superannuation, family discretionary trusts and the administration of deceased estates. With a background that includes family law, private enterprise and taxation, Laura is experienced to deal with the variety of issues associated with preparing comprehensive estate plans for clients. Laura was named the winner of the Finance Monthly’s Award, Contentious Trusts and Estates – Solicitor of the Year – Australia 2018, as well as winner of the Lawyer Monthly - Women in Law Award 2018 for Contentious Trusts and Estates. Most recently, Laura was named in the 12th edition of Best Lawyers in Australia for Wealth Management/Succession Planning Practice. Outside of work Laura is a wife and busy mother of two small children.
Accreditation
Attend and Earn 1 CPD Hour
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