LATER LIFE PLANNING: WHERE CAPACITY IS INTACT

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