by Michael Perkins | Sep 10, 2023 | business law, Financial services, Information technology, Private Client Services, Trusts and Estates, wealth management
Protecting your digital life, not just your digital assets: a reflection on how our digital and analogue lives have become meshed and how this has impacted the world of estate planning. As our digital life has evolved, so have cyber threats. Cyber security is now a...
by Michael Perkins | Jun 4, 2023 | Financial services, Private Client Services, Trusts and Estates, wealth management, Working collaboratively
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Collaboration in the business system sense is a new engine room to drive the evolution of Estates Practice...
by Michael Perkins | Apr 27, 2023 | Aged care, Autonomy Evaluation, Decision Making Ability, Elder abuse, residential care decisions, Vulnerability
Michael Perkins gives an Australian perspective on the distinction between vulnerability and decision-making abilities This article was first published in, and is reprinted with the kind permission of, the Step Journal. Michael Perkins, ‘A trigger for concern’, STEP...
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 29, 2021 | Autonomy Evaluation, Opinion, Private Client Services, Trusts and Estates
Introduction All solicitors bound by the Australian Solicitors’ Conduct Rules must comply with the following: 8. CLIENT INSTRUCTIONS 8.1 A solicitor must follow a client’s lawful, proper and competent instructions. By contrast accountants are bound to the...
Recent Comments