Estate Planning Issues in Aged Care and Retirement
Issues covered include: seniors, aged care, estate planning, retirement, blended families
Description
The options are expanding for seniors who are looking to transition – whether that be downsizing, moving into a retirement village or considering alternative living options. As a trusted adviser, you need to have a thorough knowledge of these options, their financial implications, and the risks that may arise. Don’t refer your aged care clients elsewhere; expand your horizons and foster your practice in this constantly growing area.
Estate Planning Issues in Aged Care and Retirement
Working through the unique issues of estate planning for seniors navigating aged care, retirement and lifestyle change can be complex and are evolving rapidly as we address the needs of our ageing population. This session will discuss:
- Current trends in estate planning for elderly
- Will or won’t? Differing property interests
- Evolution of care and shared living arrangements
- Modern blended families and alternative decision makers
- Recent legislative changes and case study
Presented by Michele Davis, Associate – Head of Succession and Elder Law, Wilson Lawyers
Location Streamed From: Brisbane
Accreditation
Attend and Earn 1 CPD Hour
All our conferences are able to count towards your CPD hours in accordance with the regulations of any other industry association including CA ANZ, CPA and more. Click here to view your organisations' rules.
Presenters
Michele Davis is the Head of Succession & Elder Law at Wilson Lawyers and a self-confessed succession nerd. Michele specialises in estate planning and has a special interest in aged care and retirement. Michele’s team provides a full suite of succession and elder law services including, complex estate planning, estate administration and disputes, aged care accommodation and retirement villages. Michele is an Adjunct Lecturer in the Masters of Applied Law (Wills & Estates) with the College of Law, having completed her own Master’s degree in 2015. Michele is the founder of the very successful Australian Succession & Elder Lawyers LinkedIn Group that now boasts over 1,500 professionals across the country. Recognised by her colleagues in the profession as an ambassador for all things succession and elder law, Michele maintains a blog devoted to her passion at www.micheledavis.com.au, comprising the latest case updates from across the country and is a consultant author for Wolters Kluwer’s “NSW Wills in Practice” commentary publication.