Should lawyers, financial planners and accountants simply do what their clients say?
In a recent Capacity & Capability Awareness Workshop, Michael Perkins was asked, “Is it not our job to do what our client tells us?”.
Find out what Michael’s answer was, and why…
The moment that you establish a Will, Power of Enduring Guardianship or Enduring Power of Attorney, you are signing documents that give someone the power to make decisions for you.
At this point, you become a vulnerable to them abusing this power, says Michael Perkins…
As part of our Community of Practice, Autonomy First Lawyers work closely with New Way to Stay, a new generation consultancy business for seniors that provides a streamlined approach to later-life planning and goal implementation.
Read the case study…
In Trusts and Estates practice, accountants, financial planners and lawyers all have to respond to the conduct and instructions of their clients.
But it is only solicitors who are held to a standard to understand the competence of their client in any given matter in which they are involved…
Evaluating decision making capacity takes time. Read how a grieving and recuperating mother was excluded from her NCAT hearing because she was unable to hear what was happening and how Autonomy First was able to work with her solicitor to help protect her will and preference.
A mother changed her will to leave her entire estate to a male carer she had known for just a few months. Read what happened when Autonomy First’s Michael Perkins and Dr Jane Lonie helped the solicitor acting for her daughter with specialist advice on decision making capacity…