Acting in transactions where the owner lacks mental capacity

iStock-1214307416

Watch this webinar to learn about the basic principles of beneficial ownership and what is best practice in these transactions.

When property sales and transactions go through probate, property practitioners are required to act by attorneys, deputies, executors, or trustees.

This online event will provide you with the basic principles of beneficial ownership, best practice in such transactions, including:

  • Donor and client checks you would need to carry out, including whose ID you need for AML
  • Enduring powers of attorney and Lasting powers of attorney – introduction, differences and limitations of powers
  • Private sales, capacity and court of protection aspects
  • Trust and probate matters – restrictions on title, identifying beneficial ownership and accounting to the correct beneficiaries in a probate or trust sale.

Speakers included:

  • Fiona Heald, Court of Protection Senior Solicitor, Giles Wilson LLP and Member of the Law Society’s Property Section Advisory Committee
  • Philip Askew, Partner, Stone King and Member of the Law Society’s Property Section Advisory Committee
  • Sarah Cookson, Director & Solicitor, Switalskis Solicitors and Member of the Law Society’s Property Section Advisory Committee

This event took place on 26 January 2023.

 

 

This is premium content

In order to access this content you must be a member of the Private Client Section and logged in.

If you have not registered before, register now to gain access to this content. You must use the email associated with your section membership.

Log in

Not a Private Client Section Member?

Join now

if you require assistance with joining this section, please email us at msadmin@lawsociety.org.uk or call us on 0207 320 5804