ON DEMAND: Overcoming Challenges when drafting LPAs – An LPA Masterclass series.

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.
• Apply the test of Mental Capacity to make LPAs.
• 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.
• 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 what information and advice to give to attorneys.
• Navigate the changes to LPAs under the Powers of Attorney Act 2023.

Who Should Attend

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

Level

• Suitable for all levels of experience.

Dates

• Thursday 9th April 10am
• Thursday 16th April 10am
• Thursday 23rd April 10am
• Thursday 30th April 10am
• Thursday 7th May 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

Scott is a Wills & Probate Lawyer, Lecturer, Trainer and Professional Speaker who is on a mission to inspire legal professionals to think differently about themselves and others, helping them enjoy the law and make a lasting impact in their clients’ lives.

Now a Consultant Solicitor at Richard Nelson Solicitors, he provides training to legal professionals, estate planners, firms and their teams across all areas of Private Client Law, including Wills, Probate, Tax, Trusts, the Court of Protection and Care Funding, alongside skills‑based training. He is also a Visiting Lecturer at the University of Law, based at the Bloomsbury Campus in London.

Scott has worked in the Wills and Probate field since 2007 and qualified as a solicitor in 2013. He is also a Professional Member of the Professional Speaking Association.