Relationship Property Issues for Older Clients - On Demand

Package includes:

On Demand CPD Module  l  Electronic booklet  l  PowerPoint Presentation

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

On Demand CPD Module

Social and demographic changes over the last few decades have meant there are now more relationships between people aged over 55. With the likely mix of separate and relationship property, plus adult children and extended families, there can be tricky issues when these relationships break down. Practitioners need to understand these complexities and have a range of workable options to offer older clients.

Topics covered will include:

• Capacity
• Classification of property
• Exception to equal sharing (s 13) applications
• Rest home subsidies
• Determination of relationship status
• Enduring Powers of Attorney
• Conflict of interest
• Pre-nups and mid-nups
• Separating joint tenancy.

Learning objectives

After completing this module you will have:

• Greater confidence in identifying relationship property issues for older clients.
• Key strategies for navigating the range of circumstances older clients may present.

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Electronic Booklet 

Authors: Sarah Bee, Ewan Eggleston
Published: 27 June 2019
Pages: 24

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.