Overcoming Challenges when drafting LPAs – An LPA Masterclass series.

Weekly : 1st – 29th October

In this miniseries of Masterclasses, you will learn how to draft LPAs that demonstrate real value to your clients. We will seek to overcome some of the common challenges that we face when advising clients about LPAs, so that our clients will see us as their trusted advisor, recommend us and instruct us time and time again.

By the end of this session, you will be able to:-

• Identify what instructions to take from clients to effectively draft their LPAs.
• Understand pricing options and how to add value.
• Write Instructions and Preferences in an LPA, including some common clauses and challenges.
• Demonstrate an understanding of Business LPAs and when they are needed.
• Build an understanding of Health and Welfare decisions and best interest decision making.
• Interpret the differences between advance decisions and a health and welfare LPA.
• Understand how advance decisions and health and welfare LPAs interact and which is best to use.
• Identify the best approach for signposting and advising attorneys.

Who Should Attend

• All practitioners and legal staff involved in drafting Lasting Powers of Attorney.

Level

• Suitable for all levels of experience.

Dates

• Thursday 1st October 10am
• Thursday 8th October 10am
• Thursday 15th October 10am
• Thursday 22nd October 10am
• Thursday 29th October 10am

Please note, the course fee is per person.

All sessions are recorded and available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand.

Speaker

Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Wills & Probate Lawyer, Lecturer, Trainer and Professional Speaker, I’m on a mission to inspire legal professionals to think differently about themselves and others so that they can enjoy the law and make a lasting impact in their clients’ lives.

Now a Consultant Solicitor at Richard Nelson Solicitors, I also provide training to legal professionals, estate planners, firms, and their teams in all aspects of Private Client Law; Wills, Probate, Tax, Trusts, Court of Protection and Care Funding, as well as skills based training. I am also a Visiting Lecturer at the University of Law, based at the Bloomsbury Campus in London.

I have been involved in the area of Wills and Probate since 2007 and qualified as a solicitor in 2013. I’m also a Professional Member of the Professional Speaking Association.