LATER LIFE PLANNING: WHERE CAPACITY IS INTACT

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Speaker(s): Jacqui Lazare
CPD Time: 1 hour
Duration: 1 hour
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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

£25.00 + VAT

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SKU: 4515 Category: