Estate Planning for Older Adults and People with a Disability

Estate Planning for Older Adults and People with a Disability

20 June 2019 1 to 2.45pm

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. 

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 Monday 17 June

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.