Streamlining Residential Care Subsidies

Smoothing the Way

Entry into long-term rest home care is not an easy process for clients and their families. Care costs have increased significantly and clients are often very anxious about how they will pay for it.  Residential care subsidies can create consternation and stress for advisers and clients alike. Assessing entitlement to a residential care subsidy (RCS) is not always straightforward due to longstanding misconceptions and the interplay of the relevant legislation and case law. In addition, more than 10 years on, things have changed. 

In this webinar, Vicki Ammundsen and Theresa Donnelly will address key issues and updates, and provide practical insights, including what can and can’t be done to improve an applicant’s RCS position or in planning to take account of current RCS rules.

 

In respect of residential care subsidies:  

  • Refresh your knowledge of the relevant legislation. 
  • Develop a better understanding of the process for making a residential care subsidy application. 
  • Gain a better understanding of how occupation right agreements, life interests, relationship status, trust involvement, gifting and loans impact the process. 
  • Become updated on how the Ministry of Social Development is applying the law.


Presenters

Vicki Ammundsen
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Vicki is the director of Vicki Ammundsen Trust Law and advises on all areas of trust and estate law and practice. 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, 2019), a highly regarded conference and webinar presenter and the creator of the blog, 'Matters of Trust'. Vicki is actively involved in the creation and management of client trusts.

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Theresa Donnelly
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Theresa graduated from Auckland University in 1992 and has a wealth of experience in Elder Law and Trust-related matters.

Theresa was formerly from Public Trust (Senior Solicitor and Team Leader) and the Ministry of Social Development where she was lead Senior in the Public Law Team, working with Parliamentary Counsel, Older People's Policy and the Office of Senior Citizens.

Theresa worked on the 2017 changes to the EPA forms.

She is a regular presenter to professional groups such as The Law Association, NZLS, CCH, STEP, and Legalwise, and is known for her practical approach.

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Details

Pricing Details

Ticket Price

Member: $120.00 GST

Non-Member: $170.00 GST

Registration

Registration Close Date

09/11/2023
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