by Zabina Naem | Nov 19, 2021 | Legal, Trusts and Estates, Wills
There are several factors a person should consider when preparing their Will but one which in our experience many do not think of is – what happens if my Executor dies before completing the administration of my estate? Let’s consider a scenario: Tom signs a Will which...
by Zabina Naem | Oct 17, 2021 | Autonomy Evaluation, Medico-legal, Uncategorized
Capacity is decision specific and can fluctuate over time. A person who may have the mental capacity to make some decisions, such as purchasing groceries, may lack the mental capacity to make other decisions, such as entering a Contract for Sale of Land or making a...
by Michael Perkins | Jul 17, 2021 | Education & Training, Employment, Private Client Services
Should lawyers, financial planners and accountants simply do what clients say? In a recent Capacity & Capability Awareness Workshop delivered to a group of CPAs, Michael Perkins was asked, “Is it not our job to do what our client tells us?”. Michael’s answer...
by Michael Perkins | May 26, 2021 | Autonomy Evaluation, Medico-legal, Power of Attorney and Guardianship, Succession Planning (After Death), Uncategorized, Wills
Autonomy First Lawyers were called into help by a fellow experienced solicitor. The solicitor’s client was a mother who had been living with her son until his death. She was discharged to a nursing home from hospital and the home applied to NCAT to appoint a financial...
by Michael Perkins | Jan 19, 2021 | Legal, Medico-legal, Succession Planning (After Death)
Estate Planning: A Practical Guide for Professionals Helping Australians Age Well, 5th edition by Michael Perkins and Robert Monahan has now been published. Michael Perkins spoke to us about what has changed in the new edition and how it reflects the new estate...
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