LATER LIFE PLANNING: WHERE CAPACITY IS INTACT

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This talk is aimed at qualified wills and probate and private client practitioners and will look at the following areas which arise when advising elderly clients, where capacity is intact:

• Starting point: What options are on the table and what may be off for these clients – such as importance of retaining access to capital and/or income and taking into account their overall circumstances and wishes
• Special consideration of estate planning issues facing elderly business owners
• How to mitigate cybersecurity issues facing advisors for the elderly client
• Update of key estate planning provisions and analysis of when they can and cannot still be of use to these clients – such as lifetime exemptions
• The impact of electronic Wills and holograph Wills for the elderly client

Jacqui Lazare, Senior Associate, Clarke Willmott LLP