APPOINTMENT, RETIREMENT AND REMOVAL OF A FINANCIAL DEPUTY

Online content includes 120 days access from the date of purchase.
All purchases are for a single user only.

APPOINTMENT, RETIREMENT AND REMOVAL OF A FINANCIAL DEPUTY

Not all applications for a property and financial affairs deputy go to plan. What happens if there is a dispute or if the court decides that the applicant is not appropriate due to their own financial management? Once appointed, the role generally lasts until the incapacitated person dies. But sometimes the deputy wants to retire because of ill health, retirement from practice or because the client has insufficient funds to pay for a professional deputy. Retirement is not automatic as was seen in the recent case of Cumbria County Council v. A. Deputies may make mistakes, and it seems from the recent case of The Public Guardian v Andrew Riddle, much will be forgiven if mistakes are made good. This session will cover:

• What are the criteria to being appointed a deputy?
• When will the court not appoint a family member?
• Managing disputes for deputyship
• What if a professional deputy is appointed and they want to retire because the client has run out of funds?
• Mistakes made by deputies, putting them right v. removal by the court

Caroline Bielanska, Solicitor, TEP, Independent Consultant, Mediator, Author and Trainer