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Recorded Webinars

Recorded Webinar: Five Minutes to Midnight: Estate Planning for the Elderly Client

People are living much longer thanks to medical developments and intervention, and the thought of death can be far from their minds. Faced with a client in their very advanced years, advisors must consider a whole raft of issues in their advice and planning. This session will exam
PRESENTED BY Tanya Chapman Solicitor - Baker Love Lawyers , Newcastle

Date/Time

About the Webinar

People are living much longer thanks to medical developments and intervention, and the thought of death can be far from their minds. Faced with a client in their very advanced years, advisors must consider a whole raft of issues in their advice and planning. This session will examine key estate planning matters for the very elderly including:

  • Issues related to capacity
    • The decision-making capacity of the client and the influence of family members
    • Tests for capacity and knowledge and approval
    • Who is my client? Managing accompanying and involved family members
    • Powers of Attorney and who to appoint
  • Aged care Issues
    • Residential and care options
    • What to do about an elderly partner left behind
    • Proposed aged care reforms - what impact will it have on family assets and expectations?

Presented By

Tanya Chapman
Solicitor, Baker Love Lawyers Newcastle, NSW

Tanya is a solicitor at Baker Love Lawyers in Newcastle, specialising in estate planning, deceased estates, estate litigation and elder law. She is also the creator and host of the Just in Case Law podcast.

From 2012 to 2015, Tanya was the Senior Content Developer for the Masters Applied Law Programs at The College of Law.

Tanya commenced legal practice in 2015, and since that time has specialised in Wills, Estate Planning, Deceased Estates and Elder Law.

Tanya has a passion for advocating for the rights of older persons and community education to prevent elder abuse and legal disputes for older persons. She is a member of the Hunter Central Coast Elder Abuse Collaborative which is committed to improving awareness of abuse, neglect and exploitation of older persons and efforts to reduce the risk of abuse in our community. She is also a frequent guest presenter at probus, rotary, and seniors’ community events to provide free legal education to older persons.

From 2019 to 2021, Tanya was a Solicitor with the Elder Abuse Service at Legal Aid NSW, Gosford. In that role she was also the creator and host of the Age, Abuse & Justice podcast series published by Legal Aid NSW.

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 up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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