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Recorded Webinars

Recorded Webinar: Estate Planning Considerations for Later in Life Relationships

Relationships in later life can bring unexpected joy to those involved, but can also result in additional complications when the circumstances involve respective children, disparate financial circumstances and/or health and age gap issues. This session examines the challenges pra
PRESENTED BY Stefan Manche Principal Lawyer - Coulter Legal , Geelong

Date/Time

About the Webinar

Relationships in later life can bring unexpected joy to those involved, but can also result in additional complications when the circumstances involve respective children, disparate financial circumstances and/or health and age gap issues. This session examines the challenges practitioners face in advising these couples on estate planning, including:

  • Characteristics of late in life relationships and when does a “legal” relationship arise?
  • Can a de facto relationship exist when the two parties live separately? New South Wales Trustee v McGrath [2013] NSWSC 1894
  • Does a de facto relationship end if one party goes into care?
  • Are Binding Financial Agreements a viable option for estate planning?
  • Tips for drafting a Binding Financial Agreement for an older couple
  • Will keeping assets completely separate minimise risk in the event of a relationship breakdown?
  • Will drafting issues including:
  • ongoing living arrangements for the surviving spouse
  • aged care funding considerations for the surviving spouse
  • managing potential claims by disgruntled children
  • Strategies for managing the (undue) influence of adult children in estate planning for older “new” couples

Presented By

Stefan Manche
Principal Lawyer, Coulter Legal Geelong, Vic

Stefan is a Principal Lawyer and Head of the Wills, Estates and Succession Planning team at Coulter Legal. Stefan has significant expertise in wills, succession planning and estate disputes from eleven years of practice within legal and multidisciplinary teams in Geelong and Melbourne.

His experience also spans powers of attorney, guardianship and administration applications, superannuation planning and disputes, family trust succession and advice and estate administration.

Stefan leads the team of dedicated Wills and Estates experts at Coulter Legal which provides services across the full spectrum of estate planning, estate administration and estate dispute matters. Stefan and the team are committed to providing holistic services to their clients and are very proud of the team’s new podcast “Where there’s a Will there’s a Way”.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters - Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim 1 CPD/Training hour. Lawyers can claim 1 CPD unit/point – substantive law .

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.

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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