ON-DEMAND: Court of Protection: Practice and Procedure

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. 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.

What You Will Learn

• Overview of the Court of Protection
• Procedure for making applications: The standard method
• The New online system and its application
• The COP3 Changes
• DOLS
• Fees, fee remission applications and retrospective claims
• Making Urgent Applications in the Court of Protection
• Acting as Professional Deputy
• The MCA Code of Practice
• The new Professional Depity Standards and their impact
• Costs and the SCCO
• 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”

Extensive notes will be provided and time will be set aside for delegate questions

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.

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.

Level

• All Levels can benefit from this seminar

Dates:

• 12th June
• 19th June
• 26th June (Pre-recorded Session)
• 2nd July
• 10th July
• 17th July
• 24th July (Pre-recorded Session)
• 31st July
• 7th August (Pre-recorded Session)
• 14th August

Speaker

Helen Forster

I am a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, I have specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and I am 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).

My 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.

In addition, I also teach night classes at Rossett School Adult Learning in Harrogate, giving individuals and insight into how legal documents such as Lasting Powers of Attorney are drafted, as well as pitfalls and problems.

Over my career I have been 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. HTF Legal has recently won an award in the Retirement Planning Awards as best Wills and Probate Solicitor in Yorkshire in 2022. I have recently been shortlisted for Managing Partner of the Year 2023 in the Yorkshire Legal Awards.