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In July 2020, The Law Society published its practice note dealing with financial abuse. This made clear that practitioners, including those conducting private client work, have a responsibility to be aware of financial abuse and to understand their role in preventing it.
In this online session brought to you by Today’s Training, part of Today’s Wills and Probate, John Lambe and Victoria Motley of Forbes solicitors will be joined by Tom Gosling of 23 Essex Street Chambers to discuss financial abuse of vulnerable persons and the steps that can be taken to protect their position.
By the end of the discussion attendees will be able to:
- understand financial abuse and its different forms;
- identify the various risk factors associated with abuse;
- list the various indicators of abusive activity;
- recognise the importance of early intervention;
- distinguish between lifetime and posthumous claims;
- give examples of potential defendants;
- describe the steps that can be taken against each to cure the abuse; and
- be aware of the steps that they can take to protect a vulnerable person from being a victim of financial abuse
Please note, the course fee is per person
Who Should Attend
- Non-contentious private client lawyers
- Suitable for all levels of experience
- Speaker: John Lambe
John is the senior member of the firm’s contentious probate team. He initially trained as a teacher and taught law to students at A-level and degree before he qualified as a solicitor in 2000. John spent almost 15 years thereafter with a national law firm handling a wide range of complex and high value disputes on behalf of both businesses and private individuals.
Several years ago, John decided to specialise in managing the resolution of disputes concerning a Will, trust or estate. John is an experienced probate litigation solicitor and has a proven track record of successfully resolving disputes.
- Speaker: Victoria Motley
Victoria qualified as a solicitor in 2000 and is a member of the Society of Trust and Estate Practitioners (STEP). She specialises in estate planning which includes drafting Wills and trusts and advising on inheritance and other tax issues and also deals with a wide range of clients, many with significant personal wealth and businesses.
Victoria is also a member of Solicitors for the Elderly, and is experienced in dealing with elderly clients and the specific problems they and their families face in dealing with their financial and personal affairs.
- Speaker: Tom Gosling
Tom has a wealth of advisory, trial and appellate experience across the spectrum of commercial, chancery and employment litigation.
His strong intellect and sound commercial judgment, deployed with his down-to-earth approach, ensures that lay and professional clients are successfully guided through what are often complex areas of law and litigation.
Tom recognises and is keen to promote the need for teamwork between client, solicitor and barrister in order to ensure the most successful outcome to the legal problem, business issue or litigation in hand.
Tom is able to advise or provide contentious or non-contentious drafting across all commercial, chancery and employment matters.