This seminar will provide practical insights to help practitioners add value when making LPAs, identify red flags, advise confidently, and protect both their clients and their practice, when dealing with making LPAs.
Through practical examples, we will explore how you can add value when making LPAs and what advice to give to donor’s and attorneys.
Topics that will be covered include:
- How to “sell” your services when making LPAs
- Advice to give Donors on choosing attorneys
- Advice to give attorneys especially with regards to gifting, loans and undervalued transactions and who makes them
- What records to keep when making an LPA and how to deal with requests from the OPG
- LPAs in practice – Letters of wishes v preferences and instructions – keeping records of LPAs made and your ongoing obligations
This seminar is ideal for anyone who makes LPAs and/or who advise attorneys and deputies. Please note – this is not a course on how to make LPAs
This event is being organized in partnership with Bristol Law Society.
Date
Thursday 9 July 2026
Timings
- Registration: 9.30am
- Seminar/discussion: 10am–11am
- Refreshments and networking: 11am–12pm
Venue
TBC
Chair:
Sophie O’Connell, Partner at Wilsons Solicitors LLP and a member of the Private Client and Estates Committee
Sophie is a partner at Wilsons LLP. She specialises in mental capacity law and supports clients to manage their property and financial affairs.
Sophie is also a member of the Capacity Law and Rights Information to You (CLARiTY) team which aims to improve the access to justice for disabled people and family carers through enhancing understanding of mental capacity law and human rights.
Speakers:
Fiona Heald, Senior Lawyer - Court of Protection at Giles Wilson
Fiona is a Court of Protection Solicitor at Giles Wilson Law Limited. Fiona has worked with older and vulnerable clients for over 30 years and has extensive experience working with clients, their family, and their carers to ensure that her client’s voice is heard. She specialises in property and financial affairs Court of Protection applications, mental incapacity, LA care fees funding as well as advising attorneys and deputies.
Sarah Bolt, Council Member at Bristol Law Society
Book your place here before 2 July
