Estate Planning for Older Adults and People with a Disability

Estate Planning for Older Adults and People with a Disability

TBC June 2019 TBC

About Allan 
Throughout his career, Allan Swan has focused on the legal aspects of asset and wealth management for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability.  Allan’s role has been first as a legal practitioner and second as a presenter, trainer and author in his fields of practice. Allan is also a lecturer in the Master of Applied Law degree at the College of Law, an instructor for Leo Cussen Institute for Law and other professional associations and is also the author of the CCH on-line practitioner service, Australian Estate Planning.

Learning Outcomes 
The session will cover topics such as: 

  • Decision makers and next of kin
  • Risk of financial harm for children
  • Risk of financial harm for adults
  • Eligibility for health care card
  • Protective options
  • Special disability & other protective trusts

RSVP by Friday 16 November

Course Conditions

Course confirmation
All courses are confirmed prior to commencement. If a course doesn't go ahead you will receive a refund or you can transfer to another course.
Where the activity attracts a cost, payment is required before commencement of the activity. Payment can be in-person at the Community House or via EFT directly into the bank account. Your participation is important to us. If the cost of a course is stopping you from becoming involved, please talk to us.