Resources on demand

Estate planning when there are incapacity issues

It is not always obvious when a client’s cognition is declining. Do you know the warning signs to look out for to protect your client’s interests and how to avoid criticism from the court?

In this first webinar in the series, Sarah and Rebecca will look at:

  • the different tests for capacity, and how capacity is assessed by a court considering the validity of Wills, Enduring Powers of Attorney and Binding Death Benefit Nominations
  • what are the warning signs for advisers when dealing with people who may have a cognitive impairment, and what to do next real life scenarios where documents have been overturned, and the consequences for clients and their advisers.

$165.00