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Clients & incapacity: The new risk for advisers presentation

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

This presentation covers:

  • what is testamentary capacity?
  • power of attorney - capacity and voluntariness
  • knowledge and approval
  • wills - what are a solicitor's obligations to test capacity
  • client has clear testamentary capacity
  • client has uncertain testamentary capacity
  • client is unable to give coherent instructions
  • powers of attorney - what are a solicitor's obligations to test capacity
  • instruction taking
  • medical reports
  • superannuation - death benefit nomination.

Author profile:

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

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