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Recorded Webinars

Recorded Webinar: Til Aged Care Do We Part: Later in Life Relationships and The Estate Plan

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 pract
PRESENTED BY Justine Taylor Principal Director - Uther Webster & Evans , Sydney

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 succession 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?
  • Does a de facto relationship end if one party goes into care?
  • Are Binding Financial Agreements a viable option for succession planning?
  • 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

Presented By

Justine Taylor
Principal Director, Uther Webster & Evans Sydney, NSW

Justine joined Uther Webster & Evans in 2004, and holds a Bachelor of Laws (First Class Honours) and Bachelor of Psychology.

Justine became a Partner of Uther Webster & Evans in 2015, and is now a Principal Director.

Justine’s primary practice and passion is in the area of estate planning and estate litigation, including complex wills, probate, contested estate litigation, protective list applications, general equity, estoppel and trusts. Justine also has a strong background in general practice including, crime, commercial and corporate litigation. Justine is also a member of STEP.

Since 2016, Justine has been listed by Doyles as a Recommended and Leading Wills & Estates Litigation Lawyer (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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