Drafting documents to plan for the day a client loses capacity is important, but what happens when that day comes and we get a call from a family member asking what to do next?

In this webinar, Scott and Sarah will examine how incapacity affects clients and their trusts, business structures and superannuation funds. They will look at:

• identifying who your client is – how EPOAs work in practice and what to do when family members start giving instructions
• how and when to update control of structures, and what to do if there are compliance issues for SMSFs
• what advisers need to consider before accepting an appointment as attorney – remuneration, insurance and risk
• common issues where the documents aren’t drafted properly, and the keys to the kingdom are given to the wrong person.