(Course Code : 162019)
About the Seminar :
We all know we can make a Will by ourselves. However, it is advisable to seek help from a lawyer because a well-drafted Will can minimize potential disputes among family members and inheritors. What are the differences between an estate with a Will and an estate without a Will?
Losing capacity for decision making does not just happen to senior citizens. It could happen to any of us at any time in our lives for a variety of reasons, including intellectual or psychiatric disability. Such loss may be temporary or permanent. To mitigate the negative impact before this “un-thinkable” event happens, it is prudent for to consider having an Enduring Power of Attorney (“EPOA”) and a Will, sooner rather than later. An EPOA is a legal document that outlines whom you would delegate to manage your legal as well financial affairs, when you no longer have the capacity to do so.
This seminar will discuss the following topics:-1. What are the essences of an EPOA and a Will? What can each of them achieve? What are their similarities and differences?2. What are the key requirements and procedures for making an EPOA and a Will?3. When will an EPOA and a Will take effect?4. What are the differences between an estate with a Will and an estate without a Will?
Date: 26 July 2019 (Friday)Time: 7:00pm – 9:00pm (6:45pm Registration)Venue: RSM Hong Kong Office 29/F, Lee Gardens Two, 28 Yun Ping Road, Causeway Bay, Hong KongChairman: Mr. Stephen Chan Deputy President of AHKAMedium: Cantonese, Handout in EnglishCPD Hours: 2 hoursEnrolment Fee: HK$130 (Member or Associate of AHKA) HK$130 (Member of CPA (Canada)) HK$220 (Non-member)
About the Speaker:
Ms. Lo Yee Hang Loretta, MH (盧懿杏小姐)Founder of Lo & Co., SolicitorsChina Appointed Attesting Officer
Ms Loretta Lo is the founder of Lo & Co., Solicitors. Prior to setting up the firm in 2010, she was a Partner of Messrs. Albert Dan & Co., Solicitors.
Having completed her legal education in the UK, Ms Lo was admitted as a Solicitor of the HKSAR and also in the UK in 2001. She is also a China-Appointed Attesting Officer, Arbitrator of Shenzhen Court of International Arbitration and Civil Celebrant of Marriages. Her legal practice is mainly in the field of China Attesting Service, Civil and Criminal litigation, Probate, Matrimonial matters.
Apart from her legal profession, Ms Lo is actively serving the community. She has been a Councilor of the Central & Western District Council since 2008, and the President of the Small and Medium Law Firms Association of Hong Kong which has almost 1000 members. She also serves on various governmental advisory boards for the Hong Kong SAR Government. In China, she is a member of the Chinese People’s Political Consultative Committee 12th Zhongshan City Committee (Hong Kong and Macau Affairs). During 2011-15, Ms Lo was appointed as an Independent Non-Executive Director at Tempus Holdings Limited (Stock Code: 6880).
Public Services:• Councilor, HKSAR Central & Western District Council (2008–present)• Member, Chinese People’s Political Consultative Committee 12th Zhongshan City Committee• President, The Small and Medium Law Firms Association of Hong Kong• Arbitrator, South China International Economic and Trade Arbitration Commission (Shenzhen Court of International Arbitration)• Chairlady, Working Group on Concern Over Building Management in the Central & Western District• Member, Buildings Ordinance Appeal Tribunal• Member, Lotteries Fund Advisory Committee (2013-2015)• Member, HKSAR Administrative Appeals Board (2006-2012)• Member, HKSAR Appeal Board Panel (Town Planning) (2006-2012)• Member, HKSAR Criminal and Law Enforcement Injuries Compensation Boards (2008-2014)• Member, Mental Health Review Tribunal (2005-2011)