Overcoming Challenges when drafting LPAs – An LPA Masterclass series.

Brought to you by Scott Walker and Today’s Training, in this miniseries of Masterclasses, you will learn how to draft LPAs that demonstrate real value to your clients. We will seek to overcome some of the common challenges that we face when advising clients about LPAs, so that our clients will see us as their trusted advisor, recommend us and instruct us time and time again.

By the end of this session, you will be able to:-

• Identify what instructions to take from clients to effectively draft their LPAs.
• Apply the test of Mental Capacity to make LPAs.
• Write Instructions and Preferences in an LPA, including some common clauses and challenges.
• Demonstrate an understanding of Business LPAs and when they are needed.
• Build an understanding of Health and Welfare decisions.
• Interpret the differences between advance decisions and a health and welfare LPA.
• Understand how advance decisions and health and welfare LPAs interact and which is best to use.
• Identify what information and advice to give to attorneys.
• Navigate the changes to LPAs under the Powers of Attorney Act 2023.

Please note, the course fee is per person.

All sessions are recorded and available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand.

Who Should Attend

• Practitioners involved with the preparation of Wills and Lasting Powers of Attorney.

Level

• Suitable for all levels of experience.

Dates

• Wednesday 17th September 11am
• Wednesday 24th September 11am
• Wednesday 8th October 11am
• Wednesday 15th October 11am
• Wednesday 22nd October 11am

Speaker

Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP