Elderly Clients: A Precedent Manual 4th Edition

This fourth edition provides a wealth of precedents which will assist the private client adviser in tackling the whole range of issues affecting elder clients in the UK. These include the difficult and ever-changing problems of planning for a client's possible incapacity in later life, care contracts, 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 registering a lasting power of attorney and establishing whether the client has authority to make a will or gift. Each chapter has been thoroughly revised to take account of all major UK developments including: capacity - a raft of case-law developing jurisprudence under the UK's Mental Capacity Act 2005 * care workers and care homes - details of the new regime governed by the Health and Social Care Act 2008 and subordinate legislation including the divergent system in Wales * lasting powers of attorney - comparison of different prescribed forms, as well as judicial guidance as in Re Druce * regulatory changes following implementation of SRA Handbook 2011. A CD-ROM containing all of the precedents is included, enabling quick access to particular needs. Read more