This webinar will explore the role of the practitioner in recognising and responding to the possibility of undue influence, by examining relevant case law, considering practical examples, and outcomes focused conduct requirements. The main relevant areas for private client practitioners dealing with older clients are examined, namely, lifetime giving, Wills and Lasting Powers of Attorney and topics covered include:
The difference between influence and undue influence
Where does the burden of proof lie?
Lasting powers of attorney - the role of adviser and certificate provider in considering undue influence