Date: Thursday 22 February 2024, 11.00 AM - 12.30 PM AEDT

Who should attend: This online training is relevant to retirement village managers, finance and operations managers working in the retirement living sector in NSW & Victoria.
 

In this training session, our presenters will discuss:
 

• The roles of attorneys, guardians, medical treatment decision makers and executors

• Types and forms of powers of attorney

• Payments of exit entitlements -

  • When do operators need to pay residents their exit entitlements under the Retirement Villages Act;

  • What information should operators obtain before making any payment;

• Dealing with current residents and understanding the role of attorneys, guardians and next of kin

• Dealing with outgoing residents or their families after the resident leaves the village

This training will help you understand the role of substitute decision-makers/representatives and break down the terminology. It will also provide you with an understanding of risks to consider when making exit payments and who you should be taking instructions from.
 

This 90-minute training session will cover:
 

• The differences between a “guardian”, “financial attorney”, “medical treatment decision-maker” and “next-of-kin” (NOK) or “representative”.

• Which decisions these people can make.
  Eg, can a NOK sign a residence contract? can a NOK direct you if a legal personal representative has been appointed? who can make decisions after the resident leaves or dies?

• What options are available to you if you disagree with a direction from a legal personal representative?

• Best approaches when dealing with current and outgoing residents in retirement villages.

• Legislative compliance with resident payments – the who, where, what and how.

Opportunity to submit your questions - Q&A

To make the session as interactive as possible, you have the opportunity to submit questions before the training. Please submit any questions to events@rk.com.au.

Your Russell Kennedy Presenters:

Rosemary is a Principal in our Property and Development team and a Law Institute of Victoria Property Law Accredited Specialist. She is focused on delivering quality advice to her clients, practising in the areas of commercial property, leasing, aged care and retirement villages. As part of her role she advises peak industry bodies such as the Property Council Australia in their dealings with Government. Rosemary was named Best Lawyers’ 2024, 2019 and 2014 'Lawyer of the Year' for Retirement Villages and Senior Living Law in Melbourne. She has been recognised by Best Lawyers since 2012 for her expertise in Retirement Villages and Senior Living Law.
 

Donna is a Principal at Russell Kennedy Lawyers in the Property and Retirement Living team with over 21 years’ experience. She advises owners, operators and developers of retirement village communities in relation to acquisitions and divestment of properties in the seniors living sector, legal compliance issues and preparation of resident contract documentation. Her experience also includes an 18-month secondment to Lendlease (now known as Keyton) to provide in-house advice on a major retirement village re-contracting project. Donna is a trusted lawyer to her clients, having been recognised by Best Lawyers for her expertise in Retirement Villages and Senior Living Law since 2013.
 

Illana is a Principal in Russell Kennedy’s Wills and Estate Planning team is a Law Institute Wills & Estates Accredited Specialist. Her practice includes the creation of Enduring Powers of Attorney and Appointments of Medical Treatment Decision Makers as well as acting for and against substitute decision makers and their family members in relation to disputed matters concerning the appointments of these substituted decision makers. Ilana will be answering your live questions throughout the session.

Online Training Details

We are utilising Zoom to run this webinar. Zoom is free to download and can be viewed from your PC/mobile device.
The Zoom link to log into the live training will be sent to registered attendees before the scheduled start time.
 

DATE: Thursday 22 February 2024
TIME: 11.00 AM - 12.30 PM AEDT
PRICE: $95 (Incl. GST)

Contact Event Organiser