Description

Navigate the transition from independent living to age-related residential care with confidence. Join us to understand key agreements, legislative frameworks, and practical steps for a smooth transition.

The move from an independent living unit at a retirement village into age-related resident care can be a challenging time for many residents. With 65% of retirement villages also offering some form of aged care, and approximately 5% of all retirement village units being care suites, aged care is often an important consideration for residents when they move into a village and as they transition to care. As legal advisors, our role is to help our clients understand the agreements that they are entering into, including their right to access care if they need it, and assist with the process of terminating their independent living occupation right agreements (ORAs) and using the termination proceeds to fund their aged care if that is required.

This webinar will discuss the legislative framework for retirement villages and aged care and then focus on practical aspects of the transition.

Topics covered will include:

A brief overview of:

• The retirement village and aged care legislative framework in New Zealand; and
• The different levels of care and types of occupation.
• The key terms of care suite ORAs and a summary of the differences between independent living ORAs and care suite ORAs.
• The process for transitioning from retirement village living into aged care.
• Consideration of issues specific to care suites such as the costs of transferring, funding of aged care, and the different approaches for dealing with the 18% rebate.

ORIGINAL BROADCAST DATE 

17 October 2024

LEARNING OUTCOMES 

A greater understanding of the issues to consider when advising your clients moving into a retirement village or from a retirement village into aged care, and the key points to consider when reviewing care suite ORAs.

SUITED TO 

All property, private client, family lawyers who advise residents moving into retirement villages or who wish to learn more about the intersection between retirement villages and age-related residential care.

PRESENTERS 

Rose Clements, Partner, Anthony Harper Lawyers

Rose is a Partner in the retirement villages and aged care team at Anthony Harper. She acts for operators and statutory supervisors in all areas of retirement village law, including compliance documentation, finance and security-sharing arrangements, and dispute resolution.

Tamara Webster, Senior Associate, Anthony Harper Lawyers

Tamara is a Senior Associate in the retirement villages and aged care team at Anthony Harper. She acts for retirement village operators and aged care providers on a broad range of operational matters. She has assisted a number of operators with the introduction of care suites in their villages, including drafting care suite ORAs and Admission Agreements.