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Incapacity: Who can sign the cheques? presentation

Published on 29 Jul 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

While clients and advisers often plan for death, little is generally done to deal with incapacity. With people living much long due to advances in medical science, incapacity caused by physical and mental illness, injury or trauma is a much more likely event than premature death. A client’s incapacity may have a significant impact on various matters including control of their assets, and much closer to home, providing instructions to advisers and paying their costs.

This presentation provides an overview of:

  • the arrangements that can be put in place while a person has capacity
  • the arrangements that can be put in place once a person becomes incapacitated
  • the new Advance Care Directives Act 2013 (SA) 
  • advisers as attorneys.

Author profile:

Andrea Michaels CTA
Andrea is a Managing Director with NDA Law Pty Ltd. Current at 12 August 2013 Click here to expand/collapse more articles by Andrea MELILLO.
 

This was presented at Estate and Succession Planning.

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Tools for tax effective pre-death structuring and succession planning

Author(s):  Ian SNOOK

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