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Acting for Ageing Clients

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Acting for Ageing Clients

Date & TimeTBC
Format Workshop
Price

Member

$710.00

Non-Member

$830.00

CPD Units 7
  • Professional Skills
  • Substantive Law
Venue LIV, Level 13, 140 William Street, Melbourne View Map

Develop the knowledge and skills required to deliver quality holistic legal services to senior Australians and their families. This workshop focuses on the spectrum of accommodation and care options available to senior Australians, examining all the relevant aspects of the retirement living and aged care industries. 

Limited spaces available.

Futher details below.

Wills 

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Terms & Conditions

Program Overview

  • Acting for Ageing Clients: Advising on Retirement Living and Residential Aged Care - Wednesday 05 Jun
    • 8:30 AM Opening and Welcome
    • 8:35 AM Overview of the Residential Aged Care Industry

      Develop a comprehensive understanding of the aged care industry. In this session, you will acquire the knowledge needed to appropriately evaluate all key costs associated with residential aged care facilities and become more adept at calculating a client’s asset and income assessment.

      This session will cover two broad topics and various considerations for each.

      1. Overview of the industry

      Topics will include:

      • Identify and discuss the key drivers of the aged care industry from an individuals, government and providers prospective
      • Different accommodation choices for residents

      2. Residential aged care and costs to the resident

      Topics will include:

      • Assessing and calculating impacts on a client’s eligibility for pension entitlement and other government benefits
      • Residential aged care fees and charges

       

    • 10:35 AM Morning Tea
    • 10:45 AM Granny Flats and Life Interests Arrangements

      This session is intended to broaden your knowledge of granny flats and life interests arrangements. It will address the legal consequences of these arrangements and potential financial impacts to the client, including eligibility for pension entitlements, cost of care and rent assistance.

      Topics will include:

      • Different forms of granny flat arrangements
      • Identify potential legal consequences that may arise with each arrangement
      • Assess and calculate the impact on the client’s eligibility for pension entitlement
    • 12:15 PM Lunch
    • 12:45 PM Retirement Communities

      Retirement communities offer a range of different lifestyles – from the active retiree to those who desire an alternative to residential aged care, and everyone in between. Learn to better identify, calculate and communicate the fees and charges applicable to moving to, living in and leaving a retirement community.

      Topics will include:

      • Rules and regulations of retirement communities
      • Legal considerations and financial impacts, such as pension entitlements and rent assistance, as well as the cost and ability to access care now and in the future
    • 2:45 PM Afternoon Tea
    • 3:00 PM Home Care Packages

      In this session, we will examine the different forms of care services available to people continuing to live outside of residential aged care.

      Topics will include:

      • Different forms of care services available outside residential aged care
      • Assessing and calculating the impact on the client’s eligibility for pension entitlement and eligibility criteria for home care services
    • 4:30 PM Close

Further Details

  • Full Description

    Develop the skills, knowledge and understanding required to deliver quality holistic legal services to senior Australians and their families. This workshop is designed for participants to develop an understanding of residential aged care through practical and theoretical learning by using case based facilitator lead examples, individual calculations and group discussions.

    This course provides attendees with knowledge and skills to understand the spectrum of accommodation and care options available to senior Australians. It examines all the relevant aspects of the retirement living and aged care industries.

    You will gain an understanding of the various legislative frameworks, contracts and personal legal considerations, together with the financial arrangements and impacts to your clients.

    Register today and acquire the necessary skills to develop and deliver quality legal advice to support your clients along this complex, expensive and highly emotive journey.

  • Presenters

    Rachel Lane has been working in financial services for almost 20 years, specialising in retirement living and aged care for more than a decade. She holds a Masters in Financial Planning and has co-authored a number of books on aged care.

    Jemma Briscoe has lectured and tutored University finance subjects for the past 8 years. Prior to this, Jemma worked in banking, accounting and research for over 10 years. Jemma holds a Masters in Applied Finance, Bachelor of Business and is a CPA.

  • Learning Outcomes

    Residential Aged Care

    • Identify and discuss the key drivers of the Aged Care industry from an individuals, government, and providers prospective
    • Identify and evaluate the different accommodation choices for residents
    • Assess and analyse the impact on the client’s eligibility for pension entitlement and other government benefits when considering a residential aged care facility
       

    Home Care

    • Explain the different forms of care services available outside residential aged care
    • Assess and calculate the client’s eligibility for pension entitlement and for home care services
       

    Granny Flat

    • Explain the different forms of granny flat arrangements
    • Identify potential legal consequences arising from different arrangements
    • Identify and explain similarities and differences between a retirement village and land lease communities, including the ownership and structure of the arrangement
    • Understand the varying rules and regulations in this industry
    • Explain and calculate the fees and charges applicable to: moving to, living in and leaving a retirement village or land lease community