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Power of Attorney

Free Seminar for Financial Planners:

5 September 2018!

Free Seminar for Financial Planners 5 Sept 2018

If you’re a Financial Planner, you’re invited to a free seminar! Join us on 5 September 2018 for lunch and to hear Jessica Amberley discuss topics like: Click to view flyer Testamentary Trusts and Asset Protection – Bloodline and 3G trusts – How good is the protection? – Additional strategies   Tricky Gifts – Overseas…

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Advance Care Directives – Part 3 – Values Directives

Advance Care Directive Values Directive Lawyers Melbourne

In an Advance Care Directive you are able to include Values Directives and Instructional Directives to provide your Medical Treatment Decision Maker with guidelines on what you would like to happen should you lose capacity and are unable to make medical decisions on your own. What is a Values Directive? A values directive is a…

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Advance Care Directive – Part 1

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On 12 March 2018 the laws in relation to Medical Powers of Attorney changed. To help you understand the changes, we will be writing a 3 part article series – welcome to Part 1! The main changes to the legislation were: They are no longer referred to as Medical Powers of Attorney but instead Appointment…

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What is a Discretionary Testamentary Trust (DTT)?

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In essence, a DTT is a structure that can be put in your Will that can save your beneficiaries from paying unnecessary tax, and may offer other protections to your beneficiaries as well. Under a Will with no DTT, everything passes directly to your beneficiary – let’s say your spouse. In simplistic terms, your spouse…

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Upcoming changes to Medical Powers of Attorney

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Currently there are two Enduring Powers of Attorney in Victoria: An “Enduring Power of Attorney”, which allows you to appoint one or more people to make financial and personal matters on your behalf. The scope of this document is quite broad. An “Enduring Power of Attorney (Medical Treatment)”, which allows you to appoint one person…

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