Aged Care and Senior Living Communities

Session ID: 183Q33
Date: Wednesday, 28 March 2018
Time: 09:00am - 01:15pm
Venue: Mercure Hotel Brisbane, 85-87 North Quay, Brisbane

Face to face

Legal Knowledge: 4

State: QLD CPD:4
Standard Price $480.00

Also available as

WEB183Q33 Live Web Seminar OND183Q33 Seminar Recording

Overview

Session Content

Date: Wednesday 28 March 2018
Time: 9.00am to 1.15pm
Venue: Mercure Brisbane, North Quay Brisbane

Attend and earn 4 CPD units in Legal Knowledge

As the baby boomer generation transitions into aged care living arrangements, advising residents, carers and accommodation providers is a growth area of legal services. Catch up on the latest that is happening in the aged care accommodation space for legal advisors.

Chair: Melissa Hill, Special Counsel, McCullough Robertson; Leading In-House Health & Aged Care Lawyer Doyle's Guide 2017

Retirement Accommodation: Update on Regulations and Understanding Resident Obligations

  • Update on the regulations
  • The impact of standard form contracts
  • Understanding the obligations of retirement villages and the rights of residents
  • Case law and recent developments

Presented by Presented by Julie McStay, Director, Hynes Legal; Pre-eminent health and aged Care Lawyer Doyle's Guide 2017; Best Lawyers 2017 Health & Aged Care Law, Retirement Villages and Senior Living Law

Accommodation Options for Elders: Comparing the Often Overlooked Details and the Practical Consequences

  • Analysis of the primary accommodation options
    • Staying home, downsizing, retirement villages, manufactured homes, granny flats, residential aged care facility
  • Comparing the legal and financial ramifications of each option
    • Costs: pension payments, taxes, exit fees, care fees, etc
    • Care: level of care, flexibility in changing care, etc

Presented by Brian Herd, Partner, CRH Law; Pre-eminent Health and Aged Care Lawyer Doyle's Guide 2017; Best Lawyers 2017 Retirement Villages and Senior Living Law

Managing Retirement and Aged Care Accommodation Disputes

  • Care and medication issues involving family or GPs
  • Financial disputes concerning family members
  • Elder abuse: obligations and risks
  • How to handle family complaints
  • QCAT jurisdiction and process
  • Traps for the inexperienced

Presented by Margaret Arthur, Partner, CRH Law; Recommended Estates Litigation Lawyer Doyle's Guide 2017; Accredited Specialist in Succession Law

Financial Issues: the Resident's Perspective

  • Moving into residential aged care and aged care assessment
  • Residential aged care fee analysis
    • Accommodation payments: refundable RADs and DAPs
    • Standard resident contribution: basic daily care fees
    • Means tested fees and additional services fees
  • Centrelink consequences
  • Means tested amount (MTA) and means tested fees (MTF)
  • Low means clients
  • Fee strategies

Presented by Brad Monk, CFP, DFP, Partner, LifePath Financial Planning

Presenters

Melissa Hill

Melissa Hill is a corporate and commercial lawyer with more than ten years' experience in a wide range of sectors, from aged care and retirement villages through to the resources sector. Melissa's broad transactional and advisory experience includes mergers and acquisitions, advice regarding joint venture relationships, and advising on general commercial arrangements and contracts. During her recent two years as in-house legal counsel for an Australian aged care provider, Melissa provided compliance and general advice on operational aspects of the residential aged care, home care and retirement village businesses. She also provided company secretarial support to a combined board and management committee and provided company secretarial support to assist the general counsel.

Julie McStay

Julie McStay has been practising as a lawyer since 1993. She has practiced almost exclusively in the area of aged care and retirement villagessince 2005 Julie is recognised as a specialist in these industries and advises alarge range of aged care providers and retirement living operators,including publically listed groups, private groups and not for profits.Julie has an intimate understanding of the legal issues critical to the aged care and retirement living sectors. Julie was recently selected by her peers for inclusion, for the sixthconsecutive year, in the 'Best Lawyers International list' as a leading lawyer in Australia in 'Retirement Villages and Senior Living Law'.This year she was also selected by her peers for inclusion, in the 'Best Lawyers International list' as a leading lawyer in Australia in 'Health and Aged Care Law'.Julie has advised operators on acquisitions and sales, majorincident management, coronial matters and all regulatory issues. Julie has advised leading industry bodies on regulatory matters relevant to both aged care and retirement living and works closely and collaboratively with key industry stakeholders.

Brian Herd

Brian Herd is an ageing but passionate lawyer in private practice with the Brisbane law firm, Carne Reidy Herd. He specialises in Elder Law or law relating to older people. He has given numerous presentations to a broad cross section of audiences, both here, interstate and overseas on the many issues which make up Elder Law. Brian has extensive experience in legal issues impacting on older people including life and estate planning, administering estates, disputes over Wills, superannuation, social security, retirement villages and aged care, incapacity, the Guardianship regime, elder abuse, enduring powers of attorney, family agreements, disputes and mediation. Brian is a part time member of the Queensland Law Reform Commission; Chair of the Queensland Law Society's Elder Law Committee; and an international member of the National Academy of Elder Law Attorneys of America.

Margaret Arthur

Margaret Arthur is a partner in the firm of CRH LAW (formerly Carne Reidy Herd Lawyers) and has worked with Brian Herd, Senior Partner in the areas of elder law, guardianship & administration matters and succession law for the past nine years. Prior to joining CRH Law, Margaret was the lawyer in the Caxton Legal Centre's multi-disciplinary elder law service, Seniors Legal and Support Service ("SLASS") for three years. In 2015 Margaret achieved accreditation in Succession law through the Queensland Law Society and is one of only 44 accredited lawyers in Queensland who hold this specialization. Margaret's main areas of practice are: A wide gamut of elder law issues; Capacity issues and Guardianship & Administration matters including applications to Queensland Civil & Administrative Tribunal (QCAT); Disputes arising out of Enduring Powers of Attorney; Disputes arising out of Wills and Estates including issues over the incapacity of the will-maker. Margaret is a member of the management committee of Caxton Legal Centre and a member of the Health & Disability Committee with the Queensland Law Society. She is a former part-time Member of the QCAT and a former accredited specialist in the area of family law.

Brad Monk

Brad Monk's career in financial services spans 20 years and started with Colonial Mutual where he worked in a variety of roles including loans management and financial planning. Brad holds a Diploma of Financial Planning and is a certified financial planner. The experience he has gathered across his career has assisted in the establishment of the LifePath brand with Trent Allen and Gerard Lillis, who he has worked with for more than 10 years. Brad understands the complexity that financial matters can cause and enjoys walking the life path with his clients and advising them as their situations evolve. Brad is married and the father of four children. He is a passionate supporter of all the sports, dances, drama and academic activities his children participate in.

Venue Details

Mercure Hotel Brisbane

85-87 North Quay
Brisbane 4003
QLD, AUS

Ph: 732372300

Directions:

The Mercure Hotel has a riverside location in the heart of the

CBD. For public transportation users, the Roma Street Train Station

and King George Square Bus Station are both located an easy 10 minute

walk away.

Secure Parking at Mercure Hotel offers a discounted daily rate from $36 by

validating tickets at Mercure Reception prior to departure. Alternatively,

you may book in advance via Secure-A-Spot website

to secure cheaper daily

rates as little as $19.00.

There are further public car parks located on either Tank or

Herschel Streets. Standard public rates apply.

Parking is not included in the registration fee and prices are subject to

change.

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