shopping_cart

Your shopping cart is empty

How to deal with legal incapacity when confronted with disability and an increase in age related illnesses paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 24 Oct 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • determining legal incapacity
  • planning for legal incapacity – substitute decision makers
  • dealing with legal incapacity in the absence of pre-appointed decision makers
  • dealing with legal incapacity in legal proceedings.

Author profiles

Gerard Basha
Gerard heads Bartier Perry’s Private Clients team.. He is an Accredited Specialist in Wills and Estates Law and a Notary Public and is recognised as one of Australia’s leading lawyers in his fields of expertise. In addition, he is the Chair of the NSW Wills and Estates Accredited Specialist Practice Group. Doyle’s Guide to the Australian Legal Profession has recognised Gerard as a leading Wills & Estates Litigation lawyer in both NSW and Australia from 2016 to 2022 and as a leading Wills & Succession Planning lawyer from 2017 to 2022. - Current at 24 January 2023
Raffael Maestri
Raffael Maestri is an Accredited Specialist in Wills and Estates Law and a Senior Associate at Bartier Perry. Raffael draws on specialised experience in advising and acting on both non-contentious and contentious wills, estates, trusts and succession law matters. His technical expertise and meticulous approach to his work assists him in delivering to his clients practical, effective and results-driven solutions to complex legal issues. Raffael advises clients on complex testamentary trust, wills and inter-vivos trust instruments; estate disputes (such as family provision claims, challenges to the validity of wills, estate administration disputes); uncontested applications to the Supreme Court for a grant of probate or letters of administration; and both testate and intestate estate administration. Since 2019 to 2023, Raffael was listed in Doyle's Guide as a Rising Star in Wills and Estates law in NSW. In 2023 he was recognised by ‘Best Lawyers Ones to Watch’ in the area of Trusts and Estates. Raffael is also a regular contributing author to LexisNexis’ Retirement and Estate Planning Bulletin. - Current at 15 December 2023

 

This was presented at NSW 16th Annual Estate & Succession Planning Conference .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Testamentary trusts and asset protection – Do they really safeguard estate assets?

Author(s):  Claire Williamson

Materials from this session:

Tax obligations and liabilities of the executors of a deceased estate – Is it worth being an executor?

Author(s):  Anthea Kennedy

Materials from this session:

How to deal with legal incapacity when confronted with disability and an increase in age related illnesses

Author(s):  Gerard Basha,  Raffael Maestri

Materials from this session:

Superannuation & estate planning

Author(s):  Graeme COLLEY

Materials from this session:

One rule to rule them all – Family governance agreements

Author(s):  Peter BOBBIN

Materials from this session:

Further details about this event:

 

Copyright Statement