Elder Abuse and Undue Influence

Eva McLaughlin

With continuing advances in medical technology and breakthroughs in medicine the average age a person dies within Australia continues to increase. It was once quite rare to see clients over ninety years of age. With these medical advances it is becoming a more common and troubling occurrence that clients or their beneficiaries are now seeking advice in instances of elder abuse.

 

As people age they can become more vulnerable to their adult children, their carers, friends and neighbors particularly in circumstances where there is little to no family support. While most individuals do the right thing by the elderly there are instances of undue influence and the allegations of such have continued to become an increased area of practice for lawyers.

 

Many times the person having a caring and close relationship to an elderly person provides invaluable benefits to their continued wellbeing. Elder abuse does not occur simply because of this heightened influence however it can occur when a party uses the influence unduly or in extreme circumstances where duress is exerted by the caretaker or family member.

 

Undue influence is when the party holding an influence unduly affects the freewill of the individual such as in the making of their will or in the making of gifts. A carer, friend or child should only assist the elderly person and not make these decisions for them. Undue influence can also occur during the lifetime of the individual and there are often instances where intervivos gifts are made (gifts made during the lifetime of an elderly person) and whether an undue influence was placed upon the person when the gift was made.

 

In addition to undue influence duress is also an issue those worried about their elderly relatives and loved ones should understand. Duress comprises the following elements:

 

  1. Pressure exerted in relation to a transaction;
  2. The pressure is not legitimate;
  3. The pressure is the key factor in the individual agreeing to the transaction; and
  4. The elderly individual had no reasonable alternative other than to agree.

 

Obviously the vulnerability of the individual in each case is a key factor when lawyers advise clients and loved ones in relation to concerns raised about changes to wills and intervivos gifts.

 

We highly recommend that the easiest way to ensure that there is no undue influence and to ensure the will or any intervivos gift made by an elderly loved one is not challenged is to have the elderly person receive proper legal advice.

 

We often assist clients in making gifts and ensuring that they have made these decisions of their own free will whether it be an intervivos gift or a gift in a will. We can also seek answers for those who believe there has been an undue influence on the individual. Please feel free to call CJM Lawyers on 1300 245 299 to make an appointment with one of our will and estate planning lawyers who will be happy to assist you.

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For comprehensive legal services, 
book now for your free initial consultation.

Contact Us

Book Us Now!

Property & Conveyancing
Guarantor  Advice
Commercial & Business
Wills and Estates
Building Disputes
Employment Law
Corporate & Commercial 
Litigation
Regulatory Compliance
Retail & commercial leasing, business transactions, company & trust sales, property development, guarantor advice

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Why is IP Protection Crucial for Your Business? In today's fast-paced, innovation-driven economy, what truly differentiates a business isn't always tangible. It's often the unique ideas, the recognisable brand, the innovative processes, and the creative works – collectively known as intellectual property (IP). For businesses of all sizes, from agile startups to established enterprises, protecting these intangible assets isn't just a legal formality; it's a strategy for long-term success and growth. In Australia, like anywhere else, a failure to proactively protect your IP can expose your business to significant risks, undermining your competitive edge and stifling your potential for expansion. Safeguarding Your Competitive Advantage Imagine dedicating countless hours and significant resources to developing a groundbreaking product or a distinctive brand identity. Without proper IP protection, a competitor could legally replicate your innovation or imitate your branding, directly siphoning off your market share. This isn't just about preventing direct copying; it's about building a legal "moat" around what makes your business unique. Trademarks protect your brand name, logo, slogan, and even unique packaging, ensuring that customers can distinguish your goods and services from those of competitors. A strong, protected trademark builds brand loyalty and trust. Trade Secrets cover confidential business information that provides a competitive advantage, such as proprietary formulas, customer lists, or manufacturing processes. Maintaining their secrecy through robust internal controls and agreements is key to their protection. By securing these rights, you gain the legal standing to deter infringement and take action against those who try to unfairly capitalise on your hard work. Attracting Investment and Enhancing Business Value For startups seeking funding or established companies looking for expansion capital, a strong IP portfolio is a powerful magnet for investors. Venture capitalists and lenders increasingly view IP as a critical asset, reflecting a company's innovation, market potential, and reduced risk profile. A robust IP strategy signals that your business is not only innovative but also strategically sound and legally protected. IP assets can significantly enhance your business's overall valuation. Imagine a tech company with a suite of patents covering its core technology, or a consumer brand with globally recognised trademarks; these assets add substantial value beyond physical property. In a similar vein, your trademarks can significantly enhance the value of your business. Generating Revenue Streams IP is not merely a defensive tool; it's an offensive weapon for revenue generation. Once your IP is protected, you can monetise it in various ways: Licensing: Granting others the right to use your patented technology, copyrighted material, or trademarked brand in exchange for royalties or fees. This can open new income streams without requiring expense from your side. Franchising: For businesses with strong brands and proven business models, IP protection is fundamental to successful franchising, allowing you to expand your footprint while maintaining control over your brand identity and operational standards. Sale of IP: Your intellectual property can be sold outright, providing a significant capital injection. Conclusion In the dynamic business landscape of today, intellectual property is no longer a niche legal concern but a core business asset. Prioritising its protection is fundamental to securing your competitive advantage, attracting crucial investment, opening new revenue avenues, and fostering an environment of innovation. By understanding and proactively managing your IP, your business can build a resilient foundation for sustainable growth and long-term success.
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