Estimated length of event: 1 hr 30 mins

An e-conference aimed at local authorities and public deputies with discussions on testamentary capacity and statutory Wills, as well as the ACC Judgement and what that means for local authorities acting as a deputy.

Learning Objectives:

• Understanding how someone can lack capacity to manage their finances but have capacity to make a will.
• The implications of the ACC judgement and how Deputies will need to approach this in their role.
• SH v Norfolk – Understanding how a council’s charging policy may need to be challenged by a deputy acting on behalf of their client, is there a possible conflict of interest? What to do if there is.

Register now to receive updates on the event.

If you have any further questions regarding this event, please do not hesitate to contact the event organisers at: [email protected]

Our Speakers:

MEGAN CHRISTIE-COPELAND
Partner & Head of Court of Protection
JMW Solicitors

RUTH MEYER
Partner
Boyes Turner LLP

BELINDA SCHWEHR
CEO
CASCAIDr

Event Organiser:

DAVID LOCKWOOD
Public Sector Development Manager
Finders International

For those with hearing impairments, we can provide a subtitled version of the event. We can also provide translated subtitles in your chosen language. To request this, please contact us at: [email protected]

Our Sponsor

Trojan

W: trojanconsultants.com

E: [email protected]

Trojan have been providing automated, on-demand client money and case management solutions that meet the complex financial client and patient money management demands of the deputyship, court of protection, client finance and client money management teams in Local authorities, NHS Trusts and solicitors for over 37 years.

If you have watched this event, we would love your feedback. Please click here to leave us some feedback. For every feedback form filled, we will donate £1 to our chosen charities – Age UK & Young Minds.

Estimated length of event: 1 hr 30 mins

In our next instalment of Deputyship Development events, we look at capacity issues, the capacity to make gifts and to litigate. We will also assess what a Trust is and why would you make a trust for your client. Finally, we are looking into why a Property and Affairs Deputy needs to be aware of DOLS orders, specifically that of Sec21a orders.

Learning Objectives:

• What is a trust and why a client may need one in place.
• How to approach a Trust application: the process and what needs to be put in place
• Awareness of how to approach litigation issues with a client who lacks capacity
• Making gifts: what rules are in place to ensure they are appropriate?
• Deprivation of Liberty: when a client wants to leave care and why a Sec 21a is important in this process.

Register now to receive updates on the event.

If you have any further questions regarding this event, please do not hesitate to contact the event organisers at: [email protected]

Our Speakers:

TIM FARMER
Founder
TSF Consultants

CHARANJIT TOOR
Associate Solicitor
Mullis & Peake LLP

MEGAN CHRISTIE-COPELAND
Partner
JMW Solicitors

KATHERINE SMITH
Senior Associate
JMW Solicitors

Event Organiser:

DAVID LOCKWOOD
Public Sector Development Manager
Finders International

If you have watched this event, we would love your feedback. Please click here to leave us some feedback.
For every feedback form filled, we will donate £1 to our chosen charities – Age UK & Young Minds.

For those with hearing impairments, we can provide a subtitled version of the event. We can also provide translated subtitles in your chosen language. To request this, please contact us at: [email protected]

Estimated length of event: 1 hr 30 mins

For our next instalment of Deputyship Development events, we will be hosting:

Solicitor Panel:
Private Client Deputies – what is the difference? Our solicitor panel looks at their roles and how they complement Public Deputies.

Talk with Ben Slater:
Challenging Mental Capacity Assessments – What if a deputy disagrees with an assessment & what can you do?

OPG Q&A:
We will be sharing answers on previously asked questions for The Office of the Public Guardian (OPG)

Our speakers:

 
SHEREE GREEN
Director, Solicitor & Panel Deputy
Greenchurch Legal

 
GILL BROWNE
Professional Deputy
MFG Solicitors

 
DAVID LOCKWOOD
Public Sector Business Development Manager
Finders international

 
BEN SLATER
Owner & Experienced Social Worker
Nellie Supports

For our highly anticipated National Deputyship Development event, we are hosting a panel discussion between a line-up of experienced, knowledgeable solicitors within our field. During this event, our panel will be discussing two recent county council judgements, most relevant to local authority and professional deputies, providing context, advice and valuable discussion. They shall also be addressing questions put forward from our prospective viewers.

Court decisions in question:
– EWCOP 25 – KKL Executor & Trustee Company Ltd v Harrison
– EWCOP 38 – Cumbria County Council v A

Answering questions on the following topics:
– Securing authority to enter into or terminate the tenancy without having to file further application
– Paying estate funds to next of kin refusing to obtain a grant of probate
– Internal pressure to take on appointeeship/ deputyship when not in least restrictive means
– Obtaining Financial Advice
– Obtaining insurance for empty properties

Our speakers:

 
CAROLINE BIELANSKA TEP
Owner & Practicing Solicitor
Caroline Bielanska Consultancy

 
MEGAN CHRISTIE COPELAND
Principal Lawyer & Head of COP
Linda Myers Solicitors

 
ALISON TAYLOR
Senior Consultant
Frenkel Topping

 
DAVID LOCKWOOD
Public Sector Development Manager
Finders International

Watch here

Our Sponsors:

Headline Sponsor

Frenkel Topping

Learn more here

Oxford Computer Consultants

Learn more here

Caspar/ Trojan

Learn more here

Just Clear

Learn more here

In replacement of the cancelled Wales Deputyship Development Day, we will be hosting a panel discussion to debate a multitude of deputy related topics and issues. We will also be showcasing talks most relevant to the current COVID-19 pandemic.

Covering subjects such as:

• Universal credit
• Applications and management of benefits
• Court of Protection form completion
• Financial safeguarding during the pandemic
• Looking after your wellbeing during the lockdown
• How can Finders International help you?
• And many others…

Our speakers:

 
ALISON TAYLOR
Senior Consultant
Frenkel Topping

 
VERONICA MULLINS
Partner & Solicitor
Ramsdens Solicitors

 
JAMES BATEY
Legal Practitioner
Wilson Browne

 
TOM YOUNG
Solicitor
Price Slater Gawne

 
AMY HOBSON
Managing Director
Wellbeing Collective