Advising mature clients – Residential Care Subsidy and Loans - 5 December 2018 (On Demand)

Description

Beyond the Basics.

New Zealand has an aging population. Costs of care are increasing, and that means doing the maths is really important for families and their advisors.

Attendees will be presumed to understand the basis rules around RCS and RCL. This session is about given the rules, how you can best prepare your clients for RCS and RCL applications (and the potential for them not to be successful).

Family homes in Trust and multiple settlements into a Trust can cause real issues. This session will look at how to best put an application together that is going to hit the mark. It will also look at how to pre-advise clients 10 years out.

RCS and RCL considerations will feature in your trust reviews (which in the roll-out of the Trust Bill will be an increasing issue).

This webinar will enable practitioners to competently advise clients regarding long term asset and estate planning and in many circumstances avoid costly structures that are ultimately ineffectual for Residential Care Subsidy purposes.

This webinar, which is relevant to all practitioners who advise clients regarding Residential Care Subsidy applications or expectations, is presented by Vicki Ammundsen and Theresa Donnelly.
Topics covered include Trust reviews in an RCS context (exempt home), practical gifting considerations, notional income, Broadbent v MSD, where to next for Residential Care Subsidies and the approach of the current Appeal Authority.

This practical webinar will empower practitioners to practically advice clients as to their likely entitlement. It will dispel myths and folk tales and provide practical guidance on presenting applications in digestible format #realigningexpectations.

LEARNING OUTCOMES

Up to date knowledge regarding residential care subsidies by reference to practical case studies

ORIGINAL BROADCAST DATE

5 December 2018

SUITED TO

All practitioners involved in long term asset and estate planning and advisors with an older client base

PRESENTERS

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited

Theresa Donnelly, Senior Solicitor, Team Leader (PT), Public Trust

 

 

1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $190.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑learning@wolterskluwer.com and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.