Elderly Client Update 2020

Holiday Inn London Regent's Park
Carburton Street
London W1W 5EE

Date: Wednesday 4 Mar 2020

Time: 09:30-17:00

CPD Hours: 6

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£109
+VAT
£130.80 (incl. VAT)
Cost including lunch:
£124+VAT £148.80 (incl. VAT)
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KEY SUBJECTS

  • PROFESSIONAL DUTIES REVISITED
  • PRACTICAL CHALLENGES TO SAFEGUARD YOUR CLIENT
  • UPDATE ON LASTING POWERS AND COURT OF PROTECTION
  • THE BANK OF MUM AND DAD – CONSIDERATION WHEN HELPING OUT
  • HEALTH & SOCIAL CARE UPDATE
  • EXPERTS AND TESTAMENTARY CAPACITY 

SPEAKERS

Helen Clarke, Solicitor, Legal Lecturer and Trainer

Caroline Bielanska, Solicitor, TEP, Author, Lecturer & Independent Consultant

PROGRAMME

Older client wealth has been built up from the increase in home ownership and historic rise in property prices, investments and savings and final salary pensions. The “bank of Mum and Dad” is increasingly gifting money or making loans to enable their children and sometimes their grandchildren to get on the property ladder.

Family expectations of support can raise challenges for the professional adviser, who has to be alert to the risk of undue influence, conflict of interest, incapacity and abuse.In November 2019 the new SRA Standards and Regulations, replaced the SRA Handbook and practitioners need to consider how to comply with their professional obligations when dealing with elderly and vulnerable clients.

The 2020 conference also  aims to provide updates on a range of elderly client issues including lasting powers of attorney and Court  of Protection work, care funding issues and the  complexities of assessing mental capacity .

 

PROFESSIONAL DUTIES REVISITED

  • SRA Regulation reform – a new way of working?
  • The digital agenda – new risks?
  • Conflict of interest / undue influence in LPAs
  • Assessment of capacity – how can you minimise the risks

Helen Clarke, Solicitor, Legal Lecturer and Trainer

PRACTICAL CHALLENGES TO SAFEGUARD YOUR CLIENT

  • Policy on adult safeguarding
  • Safeguarding organisations
  • Confidentiality – when can you disclose?
  • Local authorities enquiries
  • Public Guardian Powers
  • Self neglect and risk for financial deputies and attorneys

Caroline Bielanska, Solicitor, TEP, Author, Lecturer & Independent Consultant

UPDATE ON LASTING POWERS AND COURT OF PROTECTION 

  • A roundup of recent news from OPG and the Court of Protection
  • A review of recent Court of Protection decisions
  • LPAs – drafting points – what needs to be added and why?

Helen Clarke, Solicitor, Legal Lecturer and Trainer

THE BANK OF MUM AND DAD – CONSIDERATION WHEN HELPING OUT

  • Gift or loan?
  • Establishing an equitable interest
  • Local authority financial assessment  of interest

Caroline Bielanska, Solicitor, TEP, Author, Lecturer & Independent Consultant

HEALTH & SOCIAL CARE UPDATE

  • A review of recent Ombudsman decisions relating to care funding
  • An update on recent NHS/ Social Care policy changes
  • Marketing and valuing your specialist knowledge

Helen Clarke, Solicitor, Legal Lecturer and Trainer

EXPERTS AND TESTAMENTARY CAPACITY

  • The MCA or Banks v Goodfellows?
  • Is the golden rule still relevant?
  • Instructing an expert
  • Forming your own robust opinion
  • When to go to the Court of Protection

Caroline Bielanska, Solicitor, TEP, Author, Lecturer & Independent Consultant

5.00 pm CLOSE OF PROCEEDINGS    

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Please note that all correspondence will now be emailed.

Conference Information

Elderly Client Update 2020

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