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Incapacity issues: Powers of attorney, wills, super and binding nominations 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 19 Jul 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • identifying incapacity
  • the tests of capacity
  • when is a medical assessment required?
  • undue influence and attorneys
  • practical issues
  • an attorney’s power to make or renew a binding death benefit nomination for a principal
  • disasters.

Author profile

Caite Brewer
Caite Brewer, of Hemmant’s List has been a Barrister and a Solicitor for more than 28 years. She is one of only five Queensland Law Society (QLS) accredited specialists in succession law at the Queensland Bar and was the highest achiever in her graduating year. Caite is consistently named “Market Leader” and “preeminent” junior counsel in Estate Litigation in Doyle’s List. She is a regular presenter at seminars on all things estates and trusts. She has a particular interest in contentious probate and superannuation disputes. - Current at 09 November 2022
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This was presented at 2018 Death … and Taxes Symposium .

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Individual sessions

Incapacity issues: Powers of attorney, wills, super and binding nominations

Author(s):  Caite Brewer

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Death in the new world, post-superannuation reform

Author(s):  Neal DALLAS,  Chris WYETH

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Author(s):  Michael FLYNN

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Workshop: Dealing with the business of estate administration

Author(s):  Peter J MCKNOULTY

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Practical legal ethics for the adviser

Author(s):  David W MARKS

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Helping my client make the best decisions with home, retirement and residential care

Author(s):  Greg Roberts

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Tax liabilities – Who is responsible

Author(s):  Lyn Freshwater

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International issues in situations where assets are located overseas, beneficiaries are residing overseas, or even your client dies overseas

Author(s):  Denise HONEY

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Further details about this event:

 

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