Training

An Introduction To Wills, Trusts and Enduring Powers of Attorney – 16 March 2017 – Free Training Session!

STOP PRESS – FULLY BOOKED

At Family Tree Wirral, we often come across carers who are concerned about the future accommodation and financial security of the person for whom they care.  We are often asked what legal safeguards can be put in place to secure the future of loved ones, or to prevent future difficulties from arising. 

Typical concerns include:

  • Fears about other adults or adult children who live in the family home, who may face accommodation and financial uncertainty should the primary carer die.
  • Fears about a partner who is experiencing dementia or a similar degenerative condition, who is becoming increasingly vulnerable and may ultimately lose the capacity to manage their own property and affairs.
  • Fears about the possible financial exploitation of those who may be considered vulnerable if left property and other financial assets by family members.

Concerns have been expressed about:

  • the person’s ability to manage and maintain the property or to pay the bills, without appropriate support.
  • the refusal of banks or utility companies to disclose information to unauthorised third parties.
  • entitlement to ongoing social care support or benefit entitlements if financial assets are inherited.

To respond to these concerns we have organised two sessions which will explore the legal frameworks and possible legal solutions that may help families to effectively manage or prevent future difficulties from arising. 

SESSION 1

Thursday 16 March 2017 at Heswall Hall, Heswall from 9am – 4pm (includes lunch) 

  • How Wills can be drafted to include a Trust designed to protect assets
  • The various types of Trusts
  • Factors to be considered when drafting a Will or Trust and how access to finances may impact upon access to social care provision or benefit entitlements
  • The role of mental capacity in making decisions about managing property and affairs
  • What to do when mental capacity may be in question, may fluctuate or may be gradually deteriorating
  • Is it possible to make future arrangements and plans before we lose capacity, and is this advisable?
  • What is the role of the Office of the Public Guardian (OPG)?
  • An introduction to various documents including documentation that may be submitted to the OPG in order to register a reliable and valid Lasting Power of Attorney, and advice on how to progress this process as cost effectively as possible.

SESSION 2

Monday 27 March 2017 at the Stein Centre, St Catherine’s Hospital, Birkenhead – a one-to-one appointment offering the chance to practically apply  information from Session 1 to your personal circumstances (approx 1 hour, time to be arranged).

Drafting legal documents can be a costly exercise, with some individuals quoting thousands of pounds to support this process, which is clearly financially impossible for many.

After attending Session 1 you will be offered the opportunity to book a free, confidential, one to one session to explore your personal requirements, and to comment upon proposals or documents that you may be considering to clarify your financial circumstances, or those for submission to the OPG.  This may ultimately minimise any costs associated with future legal advice.

Through these free sessions, we aim to ensure that carers are offered legal information that may empower, ease anxieties and allow them to use existing legal frameworks to more effectively secure the future of loved ones, who may be considered vulnerable for any number of reasons. Our advocate will also be on hand to offer practical help in completing forms and documentation in advance of the confidential meeting, where required.

THESE SESSIONS ARE SUITABLE FOR ANYONE CONCERNED ABOUT HOW BEST TO UTILISE PROPERTY AND FINANCES TO SAFEGUARD THE FUTURE OF ANY PERSON FOR WHOM THEY CARE, WHO MAY BE EXPERIENCING SOME FORM OF MENTAL DISORDER.

We are pleased to announce that these sessions will be facilitated by MR MARTIN MORTON, who has had many years of experience working in health, social care and educational settings, and who latterly completed a LLM (Master of Laws) qualification.  Martin will bring to these sessions his invaluable knowledge of the law, and his personal and professional experience of utilising the relevant legal frameworks  whilst working within health and social care settings.

To book a place on these FREE sessions, please ring Family Tree Wirral on 0151 488 8159.  Places are limited, so early booking is advised!