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))
Sheree Green

Sheree Green

Details and courses

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.

Mrs Green was excellent as a lecturer and in bringing everyone together for participation.

Excellent trainer. Knowledgeable lecturer. Nice teaching demeanour, open to questions, good case studies used throughout.

Very good course covered essential and practical tips for good practice applied to releveant case scenarios without overloading you with info. Essential course for private client solicitor/case worker.

Excellent course speaker so informative and sharing of her own experiences in practice as well as substansial law.

Great insight inot elderly client care and covered lots of practical issues unavailable elsewhere.

Excellent content, very approachable lecturer.

Very informative and useful. Best CLT lecture I have ever been to.

Very informative indeed.

Brilliant course. Very thorough content and Sheree was wonderfully engaging.

Very informative and helpful - Good content.

A very considered, practical and relevant presentation of an increasingly important and nuanced area of law.

Really comprehensive course and well presented with practical examples throughout. Excellent.

A thorough and thought provoking review of current elderly client issues. Excellent.

This was as billed - a masterclass. I learned some new, relevant information and had questions answered. Sheree Green is an effective and comprehensive trainer.

Best course I have attended in years - More please. Great lecturer - Knowledgeable and practical.

Very informative and easy to follow. Lots of practical advice. Technical aspects were ell explained. Thank you.

Very informative, very understandable. Great session.

The Institute of Professional Will Writers would benefit massively from this course. Its members would greatly enhance their understanding of LPAs.

Excellent course - Sheree is very clear, concise and helpful.

Very informative and Interesting.

Excellent course leader, very knowledgeable and clear

Excellent and very clear presentation by a very clear presenter. 

Available dates (2)
Wed 18 Sep 2019 - 9:30AM London Members save up to 50% off training£630
Wed 9 Oct 2019 - 9:30AM Leeds £630
Purchase course documentation
Course Notes - The Older Client: A Masterclass £79

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