Private Practice and the Vulnerable Client

Contents

It is critical that private practice practitioners can identify vulnerability in a client and adapt their approach and advice accordingly. This video explores how to identify vulnerability, and how best practice can protect our clients (and ourselves). It also looks at the limits of the Court of Protection when clients can make their own decisions yet find themselves vulnerable.

We will consider:

  • How to identify a ‘vulnerable private client’
  • Best practice for working with clients who may be vulnerable
  • How to respond when a client makes a disclosure
  • Clients who can make their own decisions – yet are at risk

Learning objectives

  • To better equip solicitors to identify vulnerability
  • To consider best practice in meeting the needs of clients who may be in vulnerable circumstances
  • To understand how we can respond when the client discloses that they may be at risk
  • To understand the limits of the Court of Protection and when the High Court has a role

Speaker

SHEREE GREEN

Sheree Green TEP is the Chair of the Law Society Committee on Mental Health and Disability, and member of the Court of Protection ad hoc Rules Committee. Director at Greenchurch Legal Services, Sheree is an independent panel deputy, with particular expertise in representing individuals with both mental health and mental capacity difficulties. Sheree is an experienced speaker and has delivered seminars to a wide range of audiences, including local authority teams, solicitors, the medical profession, police & CPS, carers, charitable organisations and social care providers. Sheree has also written chapters for the Law Society publications “The Assessment of Mental Capacity” and “The Elderly Client Handbook”, together with articles for the Journal of Adult Safeguarding and the Elder Law Journal.

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