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Hear from a lawyer, an attorney and a principal about how a financial enduring power of attorney works in practice. Drawing on their firsthand experience, we’ll discuss what an enduring power is about, how they are set up and how each participant navigates their roles.
There’s no rule book or guide to help attorneys and principals when an EPOA is being set up and there can be little, if any, oversight when one is underway. This webinar will be invaluable for anyone who’s making – or has made – an EPOA or been appointed as an attorney.
Get practical advice on what makes a good EPOA, how you can tailor one that suits you, how you can put measures in place to protect you and how you can get one revoked.
And be part of the conversation!
Our webinar panel
Brian Herd – Lawyer
Brian is an author, presenter and partner of Brisbane law firm HopgoodGanim Lawyers. He has extensive experience in life planning for older people, including making wills, administering estates, disputes over wills, superannuation, social security, retirement villages and aged care. He also has expertise in assisting clients with incapacity, the Guardianship Regime, the loss of a spouse (or the ‘suddenly single syndrome’), planning for disabled children, elder abuse, enduring powers of attorney, advance health directives, family agreements, and disputes and mediation.
Brian is the author of Avoiding the Ageing Parent Trap, released in March 2021 to critical acclaim. For his efforts, he was awarded the 2021 Australasian Journal on Ageing (AJA) Book Award.
Brian is consistently recognised for his achievements in the elder law space, being featured in The Best Lawyers in Australia as ‘Lawyer of the Year’ for Retirement Villages and Senior Living Law (2013, 2016, 2020 and 2024).
He is also a member of Elder Abuse Action Australia’s Seniors Panel for Advocacy Rights and Knowledge (SPARK).
Julie Tremayne – Attorney
“I currently live in Regional NSW (Armidale in the New England Tablelands) where both my parents have lived for the past 70 years. Mum is 86 years of age and dad was 90. I am the youngest, and only daughter, of 4 children.
Last year when my father’s health started to decline, I discussed with my parents the need to consider having attorney paperwork completed in the event of him becoming unwell as my father has always been the partner in the marriage that handled the major finances. In consultation with both my parents the required paperwork was completed with the local Community Legal Service, and I was appointed the primary POA and EPOA for both my parents. Originally I was doing the financial leg work when required as my father’s mobility was poor, and he could no longer drive and then in May this year my father’s health took a rapid decline, and I took on a greater financial role as EPOA as he was fully incapacitated for the final two weeks before his death.
As my mother is not well educated and struggles to manage high level finances I now act fully as her POA now that my father is not around to take care of the finances and bill paying”.
Julie will discuss how they decided it was time to have an EPOA activated, including how this impacted family dynamics and her own parents' sense of autonomy and independence.
Bill Yeates – Principal
My name is William Yeates and I was born in 1959. My wife, Nicole and I have three children, Liam, Samantha and Caitlin, and two grandchildren, Alaska and Haven. I have an identical twin brother, Peter, who is also married and has two children. My brother and I were the primary carers for our father, who had dementia. We acted as his advocate. This is one of the reasons I am passionate about advocating for the rights of those who have been diagnosed with Dementia and Alzheimer’s Disease.
In July 2019, at the age of 59, I received a diagnosis of Younger Onset Alzheimer’s Disease.
Philippa McDonald – Moderator
Philippa is a 30-year veteran of ABC News and one of the most recognised, respected and trusted faces in Australian journalism.
She is a greatly admired storyteller with a profound interest in the human experience, borne of decades of covering stories ranging from triumphs to tragedies. During her career she's reported extensively on the Black Summer bushfires, earthquakes, political upheavals, disasters, corporate collapses, coups, terrorist attacks, serial killers and royal commissions. She has interviewed prime ministers, governors-general, Indigenous leaders, major politicians, business leaders, judges, criminals and famous names from arts and entertainment.
Philippa’s journalism has taken her all over Australia and the world. Her interest in international affairs culminated in a fellowship at the University of Oxford's Reuters Institute of Journalism.
Philippa previously chaired the Walkley Foundation's Board of Trustees, and she has given back to her profession throughout her career by mentoring younger journalists.