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Recorded Webinars
Recorded Webinar: Accommodating Residential Choices for Older Persons in Estate Planning (NSW)
The family home is often the most valuable asset in the estate, so when it comes to estate planning, the accommodation needs of the elderly parent need to be front and centre. This session examines some of the issues and options practitioners need to bear in mind when advising cl
PRESENTED BY
Richard McCullagh
Legal Director, Patrick
Date/Time
About the Webinar
The family home is often the most valuable asset in the estate, so when it comes to estate planning, the accommodation needs of the elderly parent need to be front and centre. This session examines some of the issues and options practitioners need to bear in mind when advising clients, including:
- Whose instructions? Assessing client’s needs and managing family influence and expectations: McFarlane v McFarlane [2021] VSC 197
- Financial, risk and legal implications of:
- remaining in the home and in-home care arrangements
- downsizing and/or retirement living
- granny flat and shared accommodation arrangements
- aged care residency
- Life interests, second spouse and other considerations
- How to mitigate those risks
Presented By
Richard McCullagh
Legal Director, PatrickWho Should Attend?
This webinar is suitable for NSW lawyers and accountants 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 1.5 CPD/Training hours. Lawyers can claim up to 1.5 CPD units/points – 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.
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]