Friday, December 16, 2016

Draw up an LPA before it's too late

This post came out from The Straits Times (30 October 2016)

What is an LPA? This allows people to voluntarily appoint one or more persons (donees) to take decisions and act on their behalf as a proxy decision-maker if they lose mental capacity one day.
The LPA allows donees to act in two broad areas - personal welfare and property. Naturally, it is unwise to wait until one is showing signs of physical or mental vulnerability before executing an LPA. Knowing that provision has been made for the future provides peace of mind, as no one can predict when illness or deterioration will take place.
Mr Alex Goh, an associate with JLC Advisors, says we are in a better position to know who can be trusted to be our donees. "Without an LPA, there will be uncertainty as to who can act as your proxy decision-maker. An application would have to be made to court to decide who should be appointed as your deputy to decide and act on your behalf. In some cases, there may be friction between family members as to who should be appointed as deputy," he said.
Ms Ang Kim Lan, director at Goodwins Law Corporation, points out the differences between a will and an LPA. "The provisions of a will kick in only when one passes on. However, if a person suffers a lack of mental capacity (for example, lapsing into a coma or suffering a stroke, brain injury, dementia and mental health issues), the will does not apply. "Most of my clients thought that the will kicks in when such circumstances occur and were surprised when told otherwise," she said.
Mr Vincent Lim, a partner at JLC Advisors, notes that one advantage of the LPA is that the donee would get quick access to funds. "If an LPA is in place, this will allow your donee to get quick access to funds necessary for your care and maintenance. Banks will allow your donee to take charge of your bank accounts upon presentation of documents such as the original LPA and a doctor's report certifying that you have lost the capacity to manage your own affairs," he said.
If you lose your mental capacity without an LPA, funds in your bank account cannot be touched until a court order is obtained appointing a person as deputy. It could create stress and inconvenience for loved ones who would, in the interim, have to pay for your care and maintenance as well as expenses relating to applying for the court order, Mr Lim added. Ms Ang advised that an LPA should be taken out as part of a person's estate planning. She points out that it is not true that an LPA is a legacy planning tool for the very old or the very rich. "In fact, it should go hand in hand with making a will. It is prudent to align both legacy planning tools so that there is continuity in the person's wishes, regardless of his or her mental capacity, and at death," she added.
Mr Brandon Lam, head of financial planning group at DBS Bank Singapore, said that as the population ages, the number of people with mental illness is expected to go up. "Having an LPA in place will help to protect the interest of the individuals in case they lose their mental capacity," he said.
According to studies, after age 65, the risk of Alzheimer's doubles every five years. After the age of 85, the risk reaches nearly 50 per cent. "That, to me, means that I'm very likely to get mentally incapacitated when I get older," said Mr Keon Chee, director of Legasy Planners.
What are the top considerations?
CHOICE OF DONEE
It is critical to choose the right person to be your donee because of the significant powers wielded by him or her. After all, the donee is someone conferred with the authority under the LPA to make decisions about your personal welfare and/or property and affairs when you no longer have the capacity to do so. He or she should be someone who is trusted and competent and has good financial standing. You can appoint more than one donee. If joint donees are appointed, they should be able and willing to work together to make decisions in your best interests, said Mr Goh.
SCOPE OF POWERS
In the LPA, you may decide to give the donee general powers for all your personal welfare and/or property and affairs, or only specific powers. There are two LPA versions available. LPA Form 1 - which can be self-completed - allows you to grant general powers subject to basic conditions or restrictions. Mr Chee said LPA Form 1 is like a "check the box" form for standard cases where the donee has almost full power over the donor's personal welfare and property affairs.
"This works for the majority of people. When a person becomes mentally incapacitated, the donee then steps into the donor's shoes and goes about acting for the benefit of the donor. However, Form 1 doesn't say 'please look after my mum and dad or even my cat'. Form 2 allows such care to be specified and/or performed through the trust," said Mr Chee. LPA Form 2 needs to be drafted by a lawyer and allows you to tailor specific powers that are to be granted to the donee. In both forms, you will find the terms "personal welfare" and "property and affairs". A personal welfare donee is authorised to decide on matters such as where you are to live, whom you may have contact with, what social activities you take part in and what you wear and eat. A property and affairs donee will have control and management of your property. Among other things, he or she can deal with your property, handle your tax matters and invest your savings. Those who have assets of a larger and more complicated value may prefer to tailor the powers to be granted to their donees in respect of their property and affairs.
APPOINTING PROFESSIONAL DONEES
Earlier this year, changes to the Mental Capacity Act enabled professionals such as lawyers or social workers to step in and be appointed as professional donees. This is significant as people who are single, divorced or elderly and have no next-of-kin or close friends - and thus no one to rely on to be their proxy decision-makers - can consider appointing professional donees. Even those with family members now have the option of paying professionals to be donees. They may prefer this if they have complex instructions about their care and assets, or if they want to prevent heated disagreements among their loved ones.
AN LPA DOES NOT OVERRIDE AN ADVANCE MEDICAL DIRECTIVE (AMD)
You should be aware that your LPA does not override an AMD if you have registered one. An AMD is a legal document in which you register in advance your wishes not to have any extraordinary life-sustaining treatment to prolong life when you are suffering from a terminal illness, requiring extraordinary life-sustaining treatment, and are unconscious or incapable of exercising rational judgment over your own treatment. The Ministry of Health has stated that making an AMD is a voluntary decision, and cannot be made on behalf of another person. And regardless of objections from family members, doctors will have to respect a person's AMD.
FEE FOR LPA APPLICATIONS
From Sept 1 this year, the application fee for LPA Form 1 for Singaporeans was revised to $75. The good news is that this fee is waived for another two years, until the end of August 2018. The fee waiver for LPA Form 1 applications was introduced in 2014. This means we will be able to file LPA Form 1 applications for free until this date, although people will still have to pay fees charged by professionals engaged to witness and certify the application, such as medical practitioners and lawyers. The fee of $200 for LPA Form 2 for Singaporeans remains unchanged.
To download the LPA forms and get more information, visit www.publicguardian.gov.sg
Thoughts anyone?

Yours,
Something Small Thinking Big


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