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Recorded Webinars
Recorded Webinar: Preparing Wills and EPOAs in Uncertain Times: Is Close Enough Good Enough? (professional skills)
In these unprecedented times, succession lawyers will be receiving many enquiries from clients wishing to make wills and enduring powers of attorney to ensure that their affairs are in order. However, how can these documents be validly prepared and executed whilst adhering to soc
PRESENTED BY
Steve Grant
Director, Merthyr
Date/Time
About the Webinar
In these unprecedented times, succession lawyers will be receiving many enquiries from clients wishing to make wills and enduring powers of attorney to ensure that their affairs are in order. However, how can these documents be validly prepared and executed whilst adhering to social distancing rules? This session examines how to navigate this new and unsettling landscape, including:
- How do you obtain valid instructions from your client?
- Issues to consider when a face to face meeting is not possible
- Testamentary capacity revisited - how can you satisfy the key elements?
- ‘Drive-in’ services and other novel solutions
- How to use video evidence effectively and other strategies to prevent future challenges
- When can beneficiaries witness a will?
- Witnessing and execution requirements in a COVID-19 landscape - unpacking COVID-19 Legislation Amendment (Emergency Measures) Bill 2020 and other reforms
- Case study: Preparing documents for a client living in an aged care facility
Presented By
Steve Grant
Director, MerthyrWho Should Attend?
This webinar is suitable for succession lawyers - Australia wide and it has been designed to deliver the the professional skills compulsory subject for the year ending
CPD Information
year ending 31st March 2021
CPD
Lawyers can claim 1 CPD unit – professional skills.
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]