In this article, Clarence Leung, Special Counsel, Autonomy First Lawyers, gives an overview of the issue of elder financial abuse in the context of business succession planning in relation to Enduring Power of Attorney (EPOA) and risk-management initiatives.
Moving on from cyber security to cyber resilience in estate planning
As our digital life has evolved, so have cyber threats. Cyber security is now a key concern in estate planning, evolving to embrace the management of a person’s digital life in the event of their disability, incapacity or death. What would be the impact on you our family if you lost access to any of your digital assets (records or accounts), devices or business systems on which you or your business depends?
National Dementia Conference 2023 – A Personal Reflection
The dementia affected community would benefit from a shift in focus, from clinical diagnosis to the broader recognition and management of cognitive impairment and decline, says Michael Perkins, in this reflection on his impressions and learning from the two-day National Dementia Conference 2023 that took place in Melbourne in June 2023.
Failing to Plan for Business Succession – a Cautionary Tale
In this cautionary tale, Jeremy Duffy looks at what can go wrong when business owners don’t plan adequately for business succession. What is the impact on those who are left behind of failing to consider the legal impact of your actions? Get advice and get it right, says Jeremy…
Estate planning and financial planning: collaboration in professional practice
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Estates Practice is an inherently multi-disciplinary professional practice field that is still working out optimal ways to efficiently deliver best outcomes for clients, says Michael…
EOFY Charitable Donations: What Do You Want Your Social Impact to be?
As June 30th approaches, we are often asked about charitable donations. Earlier this month, Philanthropy Australia released a submission to the Productivity Commission, entitled A Strategy to Double Giving by 2030. Australia, for all its per capita wealth, compares badly with our international counterparts…