Elderly Client Update with Helen Clarke

Event Details

Course Code: S4079
Speaker: Helen Clarke
Specialisations: Wills, Trusts, Tax & Probate,
Venue: Liverpool Law Society, 2nd Floor Helix, Edmund Street, Liverpool, L3 9NY
Date: Tuesday, 20 February, 2018
Time: 10:00 - 13:00

Members Price: £105
Non Members Price: £150
Corporate Training Offer: Free
Training Season Ticket: Free

Note: 20% Vat added at checkout

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Event Description

Learning Objectives: After this  session, delegates should have increased  their  knowledge  and  understanding,  including potential problems and pitfalls  and  where  appropriate practical solutions  in  the following areas :  
•    Elderly  client  case  law including assessment  of testamentary capacity, undue influence  and  statutory  wills
•    Consideration of  the pitfalls and problems  of taking  instructions  remotely  including the regulatory obligations for  solicitors 
•    Financial Abuse case study – can you “protect” your elderly  client?
•    The new Law Society/STEP/SRA guidance about releasing copies of Wills to attorneys
•    Awareness of recent guidance and news from OPG
•    Increased their knowledge of deprivation of assets under the Care Act 2014
•    Awareness of relative's occupational rights /carer's equitable interest in family home when care is  being delivered at  home
The detailed notes will include practical examples, draft clauses and action points.
Helen Clarke is a solicitor specialising in elderly client and MCA 2005 issues. She is member of the Law Society Wills and Equity committee, the Private Client Section   advisory committee and she is a member of STEP and SFE.

As orginased by Naomi Pinder, there will be an informal meeting and discussion about LPAs, preferences and conditions and problems encountered in practice. This is open for anyone who has attended Helen’s course and is able to stay on for the discussion.


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