Overview

Elderly Clients: A Precedent Manual provides a wealth of precedents which will assist the private client adviser in tackling the whole range of issues affecting the elder client. These include the difficult and ever-changing problems of planning for a client's possible incapacity in later life, gifts, care contracts, sharing accommodation, funeral planning, wills and equity release schemes. In addition to the precedents, the legal framework underpinning each area is set out in clear terms and is accompanied by useful checklists to assist the adviser in matters such as what to consider when making an application for a statutory will and establishing whether the client has capacity to make a will, gift or lasting power of attorney. Published in conjunction with Solicitors for the Elderly, each chapter of this new edition has been thoroughly revised to take account of all major developments including: a Deputyship a new Court of Protection rules a Capacity a raft of case-law developing under the Mental Capacity Act 2005 a Lasting Powers of Attorney a new forms from July 2015 and emanating case-law a Gifts a implementation of the Care Act 2014 and Social Services and Well-being (Wales) Act 2014 a Care Homes a changes to the regulation of care A CD-ROM containing all of the precedents is included enabling you to quickly tailor each to suit your particular needs.

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9781784730925

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