The Liver Building

The A to Z of statutory wills

Details

Speaker: Caroline Bielanska

Date: Tuesday 14th September, 2021

Time: 09:30 - 12:45

Areas of Law: Wills, Trust, Tax & Probate

Venue:
Online

Course Code: S4523

Description

Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure!

The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.

There are in excess of 60,000 financial deputies and over 4 million Lasting Powers of Attorney registered with the Court of Protection. Many of those who lack capacity would benefit from a will or for the current will to be updated. How do you know when it is worthwhile, and what are the Court looking for in a successful application?

This course takes delegates on the journey to getting an order for a statutory will and is aimed at private client and Court of Protection lawyers and support staff wanting to improve their skills in making an application for a statutory will for a person who lacks mental capacity.

The course will include:

  • Initial considerations
  • Obtaining evidence of testamentary incapacity
  • The court’s approach to best interests
  • Drafting witness statements
  • Dispensing with notice to notify
  • Working with the Official Solicitor
  • Contested applications
  • Drafting a position statement
  • Execution and sealing of the will

Speaker Biographies

Caroline is the former Chief Executive and former Chair of Solicitors for the Elderly, an organisation she helped to found in 1999. She lectures regularly for a number of CPD providers, including Central Law Training, The Solicitors Group, Professional Conferences and STEP, and is well known in her specialist field, advising older and vulnerable adults who have limited physical and/or mental capacity

Caroline has a national media profile, and is a regular panellist on BBC Radio 4’s Money Box Live and regularly interviewed in for TV, radio, magazines and national press.

She provides consultancy for law firms on an independent basis. Her work focuses on advising vulnerable adults; principally older and disabled people, their families and carers.

Prices

Member £105
Non-member £150
Corporate Member Training Offer 1 Credit
Training Season Ticket Free
Note: 20% VAT added at checkout