Events

Court of protection tips for statutory will and gifting applications

2025-09-25T13:39:00

court-of-protection

Join our expert-led session for a step-by-step case study from client’s instructions, to issue, to negotiations with the Official Solicitor, to final order.

Join our expert-led session for a step-by-step case study from client’s instructions, to issue, to negotiations with the Official Solicitor, to final order.

Our expert speakers will take you through a number of key topics, including:

  • Managing client expectations
  • Importance of practice direction 9E
  • Completing the correct forms and witness statement
  • Best interests’ analysis
  • Practical issues around service and dispensing with service
  • Considering proportionality of gifting

Speakers:

  • Victoria Newey, Senior Lawyer at Office of the Official Solicitor & Public Trustee, Member of the Law Society’s Private Client Solicitors Section Advisory Committee

  • Sophie O’Connell, Partner at Wilsons Solicitors LLP, Member of the Law Society’s Private Client Solicitors Section Advisory Committee

This video was recorded on 25 September 2025

 

 

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