Course description
Advisers need to provide advice to the lay attorney, as agent of the donor for them to undertake their role and ensure they act in the donor's best interests. Getting it wrong can result in fallings out within the family and removal by the Court of Protection.
It is not sufficient that a donor simply chooses an attorney they trust, the attorney needs to be supported to navigate this complex area.
Presented by Caroline Bielanska, this virtual classroom seminar is suitable for fee earners who advise and draft LPAs and will explore deprivation of liberty and mental health detention and the welfare attorney's role; identifying who is your client in different situations; when to provide copies of LPAs to the attorney, and more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Advisers need to provide advice to the lay attorney, as agent of the donor for them to undertake their role and ensure they act in the donor's best interests.
Getting it wrong can result in fallings out within the family and removal by the Court of Protection.
It is not sufficient that a donor simply chooses an attorney they trust, the attorney needs to be supported to navigate this complex area.
This new virtual classroom seminar is suitable for fee earners who advise and draft LPAs.
What You Will Learn
This live and interactive course will cover the following:
- Identifying who is your client in different situations
- When to provide copies of LPAs to the attorney
- Deprivation of liberty and mental health detention and the welfare attorney's role
- Understanding capacity as a welfare attorney
- Preparing the welfare attorney for end-of-life decision making
- Gifts, maintenance, and tax planning as a financial attorney
- Selling a property owned in joint names as a financial attorney
- Attorney buying the donor's home and managing fiduciary duties
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...