In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets and navigate intergenerational relationships.
Nick Donnelly LinkedIn: https://www.linkedin.com/in/nick-donnelly-52a2b957/
Plenary Wealth Website: https://plenarywealth.com.au/
MaryAnn de Mestre LinkedIn: https://www.linkedin.com/in/maryann-de-mestre-tep-77635226a/
M De Mestre Lawyers Website: https://mdemestrelawyers.com.au/
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250410
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