EVENTS

Advising the Elderly 15th August 2017
Holiday Inn Reading South, 500 Basingstoke Road, Reading RG2 0SL

Aims:    A one-day course to confirm knowledge and introduce delegates to Advising the Elderly 

Prerequisites:  some experience in writing Wills is required

Led by Sue Ioannou this one day course will provide the specialist knowledge and understanding necessary to deal with elderly clients and to be able to deal with their concerns.

  • The market for elderly clients
  • Issues affecting elderly clients
  • Capacity
  • Care fees – the rules
  • Mitigating Care Fees – through writing a Will
  • Protecting the house
  • Protecting cash and savings
  • Pre-paid funeral plans
  • Drafting Tips
  • Heading off foreseeable problems

Worked examples including sample Wills

CPD Awarded = 5.5 hours

 Please take along your copy of Parker’s Will Precedents


Full Course Details

Outcomes:  By the end of the course, with the aid of their course notes delegates will be able to:

 

1.     understand and appreciate the market

 

2.     understand and appreciate the Issues affecting elderly clients

 

3.     be able to access capacity using Banks v Goodfellow

 

4.     take  instructions from elderly clients avoiding a future “Lark v Nugus letter”

 

5.     complete land registry forms for a mutual severance of joint tenancy and a unilateral severance of      joint tenancy

 

6.     understand care fee mitigation and be able to advise clients of various options

 

7.     draft Wills to include life interest or rights to residue

 

8.      be able to choose an appropriate testamonium and  attestation clauses

 

9.     be able to explain to clients how the trusts (in 7 above) in their Wills are taxed after their death.

 

10.   discuss pre-paid funeral plans

 


Booking Arrangements

To book a place on this course, please telephone 08456 444261 and pay with a debit/credit card or pay by BACS : Account No: 92117029. Sort Code; 40 23 03

 

Willwriting Academy Ltd Cancellation Policy: For bookings cancelled more than 14 days before the event, a full refund less £25.00 administration fee will be given.  No refunds will otherwise be made

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