Thu 04 July | 12:00PM - 1:15PM | Your desk or portable device

Synopsis

What does the recent Court of Appeal decision in Broadbent really mean for residential care subsidies, and how should practitioners be advising their clients in the light of it?

This webinar will provide insights into the decision (it doesn’t answer everything), its effect on residential care subsidies, and where applicable, guidance on advising clients going forward.

The question as to whether greater consideration needs to be given to benefits from assets gifted to trusts or sold with a debt back that is forgiven is also considered.

Learning outcomes

  • Learn more about the findings in Broadbent, whether it has really changed anything, and its implications for clients.
  • Understand better how the Security Appeal Authority might determine an appropriate calculation methodology.
  • Gain insights into what interest calculations on debt back may look like.

Who should attend?

All lawyers practising in the area of family, trust and elder law.

 

Presenters


Vicki Ammundsen

Director, Vicki Ammundsen Trust Law Limited

Vicki is the director of Vicki Ammundsen Trust Law. She is the author of a number of texts including Taxation of Trusts, Trustee Liability, The Trustee’s Handbook, the Residential Care Subsidies Handbook and A Practical Guide to Legal issues for Older People (CCH, 2018), as well as the blog “Matters of Trust”.

Vicki’s approach to law is practical and she advises on all areas of trust law and related matters.


Theresa Donnelly
Senior Solicitor
Public Trust

Theresa is a Senior Solicitor and is a specialist in Social Security law.  She graduated from Auckland University in 1991 and has worked in several private practice firms, specialising in litigation and a number of departments within the public sector as in-house counsel. 

Theresa started as a Senior Solicitor for the Ministry of Social Policy in 2000 (subsequently MSD).   She has presented webinars and seminars for a variety of professional groups, including ADLS, NZLS, CCH and NZICA.