Session 1: Lasting Powers of Attorney
This session looks at successful drafting and common pitfalls, to enable practitioners to review their practice, in the light of recent case law.
  • Taking instructions
  • Choice of attorneys
  • Issues regarding joint, joint and several and replacement attorneys (Re Boff (COP case 12338771)
  • Use of restrictions, conditions and guidance
  • Role of Certificate Provider
  • Confidentiality & 3rd party involvement
  • Duties to the attorney
  • Concerns of financial abuse (The Public Guardian v JM [2014] EWHC B4 (COP)
Session 2: Statutory Wills
  • Initial considerations
  • Making the application including the draft will
  • Respondent sensitivities (Re AB [2013] EWHC B39 (COP))
  • Best Interests (NT v FS (2013) EWHC 684)
Session 3: Sharing a home
  • Hoping for the best, yet planning for the worst
  • Informal arrangements (JS v KB, MP [2014] EWHC 483 (COP))
  • Pooling to purchase
  • Paying for the extension
  • “Move in to look after me, and the house will be yours” (Bradbury v Taylor & Burkinshaw [2012] EWCA Civ 1208)
  • The role of the “family solicitor”
  • Drafting challenges
  • Tax matters
Session 4: Gifts
  • Minimising the risks
  • Anti-avoidance
  • Lifetime gifts from settlements (Re JDS:KGS v JDS [2012] EWHC 302 (COP) and Re AK (Gift Application) [2014] EWHC B11 (COP)
  • “De Minimis” (In the Matter of GM (Case number 11843118))
Excellent presenter- best course I've been on for sometime.

Good informative course.

Very relevant and helpful course.

Very good course material - very specific advice with good examples of how case law effects day to day practice. Very clear presentation skills.

Excellent course. Well presented with comprehensive notes.

Sheree was very knowledgable and had a fantastic way of presenting information and making the topics interesting.

Excellent. Made very interesting by the lecturer. One of the best courses I've been on recently.

Very informative course.

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Course Notes - The Older Client: A Masterclass £120

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