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Clients & incapacity: The new risk for advisers paper

Published on 12 Mar 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • testamentary capacity – a solicitor's obligations when making a will or power of attorney
  • wills - what are a solicitor's obligations to test capacity
  • powers of attorney - what are a solicitor's obligations to test capacity
  • what can and can’t a financial attorney do?

Author profile:

Carolyn Sparke
Current at 26 March 2014 Click here to expand/collapse more articles by Carolyn Sparke.
 
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