An Introduction to Court of Protection work

Brought to you by Today's Training and HTF Legal Training

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Thursday August 18th, 2022

11:00 am - 12:00 pm

£300

Brought to you by Today’s Training, part of Today’s Wills and Probate and HTF Legal Limited.

The Court of Protection has had to adapt in recent years to cope with the level of demand for its services. However, at the forefront of this is the need to ensure that ‘P’ is protected at all times. Professionals are often required to make applications to the Court of Protection, often to appoint family as “deputies”. In some cases they may also have to provide assistance to P in the management of their property and financial affairs.

This 10 week course is designed to provide you with the latest practice and procedures to enable you to make simple and complex applications in the Court of Protection, and in addition run through the need to knows on day to day management so that you can advise your clients of their duties. If you are or intend to act as a professional deputy you will also gain practical advice that will enable you to manage Deputyships correctly.

Over the course of the 10 weeks, expert speaker Helen Forster willl cover

  • Overview of the Court of Protection
  • Health and Welfare v Property and Financial Affairs Deputies
  • Procedure for making applications
  • The Mental Capacity Act 2005
  • COP3 changes
  • Fees, fee remission applications and retrospective claims
  • Making Urgent Applications in the Court of Protection
  • Acting as Professional Deputy
  • Code of Practice and Professional Deputy Standards
  • Costs and the SCCO
  • Investments; your responsibilities
  • Annual accounting and tax returns; new regulations
  • Court of Protection visitors and supervision by the OPG
  • Current Legislation and Case Law
  • Statutory Wills
  • Trustee Act Applications
  • Gifting Applications
  • What to do on the death of “P”

Course notes will be provided. Delegates who complete the course will be provided with a Certificate of Attendance 

Please note, the course fee is per person

Who Should Attend

  • This course is suitable for paralegals, professionals or solicitors who are coming into contact more and more with the Mental Capacity Act and clients who lack capacity

Course Date

All courses will run from 11:00 for one hour unless otherwise stated. All sessions will be available to view live and will be recorded for review if you are unable to attend the live date. By registering for the first session you will automatically be registered for the full course and receive ongoing reminders of upcoming sessions and joining instructions.

  • 9th June
  • 16th June
  • 23rd June
  • 7th July
  • 14th July 1.30pm to 2.30pm
  • 21st July 1.30pm to 2.30pm
  • 28th July
  • 4th August
  • 11th August
  • 18th August

All sessions will be available to view live and will be recorded for review if you are unable to attend the live date.

Level

  • Suitable for all levels.

Speaker

Speaker: Helen Forster

Helen is a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, she has specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and is a Dementia Champion with Age UK, a member for Solicitors for the Elderly and also a member of STEP (The Society of Trusts and Estates Practitioners).

Her other work includes seminars, lecturing and training throughout the Country with institutions such as regional Law Societies and MBL Seminars Limited, as well as providing in house training on a number of subjects.

Highly commended twice in the Yorkshire Legal Awards, as well as receiving an award for second place in the Modern Law Awards 2016 in the category of “Rising Star” in England and Wales, Helen has also been recognised in the Retirement Planning Awards as best Wills and Probate Solicitor in Yorkshire in 2022

In my spare time, I like to go rock-climbing or cycling. I am also currently learning ballroom dancing and enjoy handicrafts and chocolate making!

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