This year’s conference will consider the key practical aspects of advising elder clients including capacity assessing, will drafting, tax planning and preparing for residential care. The impact of recent case law and what protections are available for trustees, executors and beneficiaries when things go wrong will also be covered. Looking to the future the key aspects of the Scottish Mental Health Law Review, Alzheimer’s Europe report on capacity and decision making, the Adults with Incapacity discrete Bill and the National Taskforce for Human Rights leadership will all be examined.
Questions to be considered will include:
Which of the recommendations in the adult incapacity arena are of most relevance and what will they mean for your future practice?
What are the current practical aspects to consider when assessing capacity?
How can Inheritance Tax rules, reliefs and exemptions be utilised to assist elderly clients at different stages of their later life?
What are the current will drafting techniques you should be aware of?
What protections are available for trustees and executors against complaints/claims by beneficiaries and what steps can beneficiaries take if they disagree with trustees/executors?
What do the most important recent contentious executry cases tell us?
How do you plan effectively for residential care?
What are the common areas of risk when administering estates, and how do you deal with them?
Join us and our panel of experts to discuss these important questions and consider the impact on your advice and your practice.