Recorded: 31 January 2019
Venue: The Law Society, 113 Chancery Lane, London
SRA competency: A2, B1 and B2
These regional seminars are designed to keep you on top of both the soft skills and the case law required to support your elderly and vulnerable clients from a practical care angle, while simultaneously supporting your SRA continuing competency needs and developing your career.
This seminar covered:
- a round up of guidance and news from the Office of the Public Guardian
- recent Court of Protection decisions including severance applications
- care funding issues including top-up payments and the deliberate deprivation of assets
- elderly clients - recent case law.
This seminar was the second part of our Private Client Section elderly client double seminar. You can also access the first part, ‘Soft skills seminar: Deathbed wills – a seminar for practitioners preparing wills at the end of life ’.
Helen Clarke is a solicitor and former chair of the Law Society Wills and Equity committee.
She is also a member of the Private Client Section advisory committee council.
Helen is an acknowledged authoritative lecturer and in-house trainer on wills, probate, the Mental Capacity Act 2015, and elderly client issues.
Why access this seminar?
Attending these seminars will help you feel confident you are:
- able to professionally empathise with your clients while working efficiently
- keeping on the right side of the regulators and avoiding costly common drafting errors
- giving your clients the best service, helping you to retain and win their business
- maintaining your ongoing SRA continuous competancy compliance with a broad range of relevant training
- developing your career by growing your skills and networking with your peers
Who should listen to this seminar?
This event is aimed at the following:
- heads of private client departments
- private client practitioners - both experienced and those new to the profession
- those who have an interest in private client work and are thinking of retraining.
Private Client Section supporters: