Free seminar to help move to a retirement village
Experts will present a free seminar on May 10 on the legal, estate and financial requirements for a successful move to a retirement village.
HOSTED by KJB Law, in partnership with Phillips Wealth Partners, the free May 10 seminar is the second annual seminar aimed at giving individuals and their families the information they need to navigate retirement village living.
“When someone enters a retirement village, it is usually the residents themselves who make the arrangements, but it is always important that their children understand this as well,” says Jo Twible, director of KJB Law and senior solicitor.
“There are fundamental differences between home ownership outside a retirement village and your housing rights inside a village. Simply put, the contractual arrangements for retirement villages are more complex,” she says.
In addition to her work as a commercial lawyer, Jo specializes in the burgeoning field of entering and exiting a retirement village, helping advise elderly clients and their families considering the big life change. to move into a retirement village or retirement home, which can involve complex contracts.
With several different financial and legal models used by retirement villages, Jo says it’s helpful for people to learn about each one, so they’re prepared to compare ‘apples to apples’ when they are starting to look at retirement village options.
Jo says her retired clients used to make their own decisions in their previous careers, so they want to see the big picture.
“There is a range of models in the ACT, they can include home care packages and some have carers attached to the village, so it is useful to know the full range of options available,” says Jo.
“We give our clients as much love and legal advice as possible as they embark on this journey. We want moving to a retirement village to be as stress-free and intimidating as possible,” she says. .
As a member of the advisory group that reviewed the ACT Retirement Village legislation, Jo is well versed in industry legality, and on May 10, she and a panel of experts will host the seminar at the Hellenic Club in Phillip.
Jo will be joined by Kerstin Glomb, special adviser in estate planning at KJB Law, as well as representatives from Phillips Wealth Partners – senior financial planner Craig Phillips and aged care adviser Luisa Capezio.
“We view this seminar as community service,” says Jo.
“We encourage people not to blindly enter into these agreements. Surprises are good for birthdays, but not for legal documents! ” she says.
For more information and to register, go to kjblaw.com.au or call Liz Arnold on 6281 0999.
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Ian Meikle, editor