Acting for Elderly Conveyancing Clients

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Course Overview

Acting for senior citizens in property transactions can sometimes present a variety of risks for lawyer and client alike. For instance, there is the risk of undue influence or lack of capacity, or the transaction would appear not to be in the client’s best interests.

During this webinar Stephen Desmond will discuss the steps that the property lawyer can take to identify clients at risk and to act in their best interests.

What are the requirements?

Learning Outcomes

  • On completion of this course you will:

    • Understand the standard of competence expected of a lawyer when assessing a client's capacity
    • Have considered at what stage a medical opinion be sought
    • Be familiar with lasting powers of attorney and realise when the power might require further enquiry
    • Appreciate the importance of being alert to possible misuses of powers of attorney
    • Be familiar with transactions designed to avoid care home fees and their limitations
    • Have considered the risks inherent in equity release schemes and why you may wish to avoid them 

What is the target audience?

  • Conveyancing practitioners

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About Instructor - Stephen Desmond

Stephen Desmond has been delivering training for over 15 years during which time he has delivered more than 1,800 CPD events to lawyers from a variety of backgrounds. Delegates at these events have included practitioners from a variety of size of firms, ranging from sole practitioners to City Solicitors. 

Stephen is a contributing editor to Butterworths Property Law Service, published by Lexis Nexis, writing on the complex law relating to long and short leases.  He writes for the Solicitors Group on the subject of commercial property. 
He has run a university-accredited distance-learning course for aspiring paralegals in the subject of residential conveyancing.

A former practicing Solicitor with several years post-qualification experience, Stephen has represented many business and private clients, including property investors and local authorities.

Course Curriculum

recorded webinars

  • Webinar
    01:03:09

Documentation

  • Slides
    9 Page

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