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2. Tax Update (Ref: GSJune10)
3. Estate Planning Update for Private Client Practitioners (Ref: MHJuly16)
4. Finance Bill 2008: Estate Planning Points for Private Client Practitioners (Ref: MHMay1)
5. LPA Training CD & Notes (Ref: SFE-LPA)
Lasting Powers of Attorney
![]() Details of TrainingCPD Hours: 42 minutes listening material * This pack is available to members of Solicitors for the Elderly priced at £100 and to Probate Section members priced at £250 SFE members must enter the appropriate code to get their £150 discount. | ||
Whats included?SFE members are invited to buy the material. CD Contents The first part involves a recording of an interview between a fictitious client and solicitor and the advice that needs to be given for taking instructions and drafting the LPA. The second part will be where the client sees another solicitor to act as the certificate provider. Resources Pack The resources pack includes: 1. An instruction checklist for advisers to make sure they have advised on all important aspects of LPAs and for drafting purposes 2. A chart showing the benefits and drawbacks of delaying registration of LPA 3. A best interests checklist record sheet 4. A record of assessment of capacity sheet 5. A checklist for the certificate provider, which can be used along side the assessment record sheet. 6. A series of precedents drafted by Barrister, David Rees of 5 Stone Buildings. 7. Client care letter including explaining what needs to be brought to the interview and the importance of having named persons to notify of the registration. 8. Donor client information sheet 9. Information sheet for attorney's taking on the role All this for £100 | ||
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PAYMENTCheques should be made payable to "CPD4Lawyers" (No VAT payable) and sent to: | ||







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