Lasting Powers of Attorney: Current Issues

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Lasting powers continue to be one of the most popular services on people seek advice and support. It is underpinned by complex regulations and case law, which advisers need to understand to provide robust advice.

This session will cover:

• What we know about the digital process to create an LPA
• Multiple LPAs and revocation of power or an appointment of one attorney
• The professional skills and expertise to be a skills certificate provider
• What to do if the registered power does not include a charging clause
• What to do if the registered power does not include a power to invest in discretionary management fund
• Can an attorney sever a joint tenancy in the donor’s property?
• OPG or police request confidential information – can you disclose?

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