Recorded Webinar: Estate Planning and Incapacity


Date: Wednesday 1st November 2017
Duration: approx. 2 hours
Despite medical advances, the prospect of people losing financial decision making capacity has increased rather than fallen.  Increased longevity has meant that more people fall victim to Alzeimers and other dementia conditions.  This webinar focuses on planning for the possibility of loss of financial decision making capacity for the estate planner, as well as for intended beneficiaries, with some of the latter having already lost capacity.
  • Anticipating future incapacity of the client
  • Future incapacity of intended beneficiaries
  • Enduring financial attorneys
  • Authorisation of specific expenditure, eg for adult vulnerable children
  • Express limitations, eg retention of assets
  • Family trusts – extent of power to distribute capital
  • Family trusts – control issues – appointor etc.
  • SMSFs – preventing BDBNs from being overridden
  • SMSF control issues
  • Industry & retail funds – ensuring renewal of lapsing BDBNs
  • Balancing interests for blended families
  • Tribunal appointed administrators
  • Statutory Wills – potentially effective, but rarely used
Our presenter

Allan Swan, Director, Estate Planning Equation, Melbourne

As the director of the Melbourne law firm Estate Planning Equation – Preventative Law, Allan Swan acts for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control.  Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability.

Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law and for other professional bodies and is also the author of the CCH online practitioner service, Australian Estate Planning.

Allan has 3 specialist accreditations, namely as: a Chartered Tax Adviser (TIA); Trusts and Estate Practitioner (STEP); and an Accredited SMSF Specialist TM (SMSF Association).

Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 9670 2055 or email:
Product Code: WBANOV17
 Price:  $253.00 (Inclusive of GST)
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