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Recorded Webinars

Recorded Webinar: Estate Planning When Capacity is an Issue

When capacity is the issue, estate plans require careful management. This session examines how advisers can establish an estate planning framework to minimise the risk of incapacity by a key decision-maker, and what they should do if that happens without appropriate measures in p
PRESENTED BY Paul Evans Partner - Makinson d'Apice Lawyers , Sydney

Date/Time

About the Webinar

When capacity is the issue, estate plans require careful management. This session examines how advisers can establish an estate planning framework to minimise the risk of incapacity by a key decision-maker, and what they should do if that happens without appropriate measures in place. It covers:

  • Determining capacity – what are the obligations on the estate planner?
  • Capacity to make testamentary dispositions other than wills:
    • capacity to make or revoke a continuing power of attorney or for personal care
    • capacity to manage property or make personal care decisions
    • capacity to contract or make gifts
    • capacity in respect to transfer of real or personal property
  • When is medical testing and intervention required?
  • Planning ahead to manage capacity issues through company constitutions, trust deeds and other instruments
  • Case studies

Presented By

Paul Evans
Partner, Makinson d'Apice Lawyers Sydney, NSW

Paul Evans has over 30 years' experience in providing legal services to private clients, specialising in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration.

He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners.

For the past 4 years, Paul has been listed in the Doyles' guides as one of the leading lawyers in the area of Leading Wills, Estates & Succession Planning in NSW. In 2023 he was ranked by Doyles' as being a pre-eminent lawyer in the area.

He is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth and during his time in London he specialised in inheritance tax mitigation.

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/Training 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 – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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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