Understanding your clients’ legal needs: Supporting clients with dementia

Brachers’ head of the Elderly and Vulnerable team, Mary Rimmer, is joined by Court of Protection expert, Dave Lockwood, from Finders International, for this free, 35-minute webinar.

Both speakers have a wealth of experience dealing with the legal affairs of vulnerable clients, including those living with dementia.

Who should watch?

This webinar covers important legal considerations for those in the professional services sector, including accountants and IFAs, who deal with the financial affairs of elderly and vulnerable clients.

Webinar content

During the webinar, the presenters discuss the following points and illustrate them with relevant real-life case studies.

• What is dementia?
• Practical tips to help clients living with dementia
• Why involve the Court of Protection at all?
• What if your client has not made a Will or has one which is out of date and now has insufficient mental capacity to make those updates?
• What if your client has not made a Power of Attorney or has one now inappropriate to their circumstances and does not have sufficient mental capacity to sign a new Power?
• Mental Capacity Act 2005 – key considerations
• Deputyship – financial and welfare applications
• Statutory Wills
• Investing, gifting and inheritance tax planning
• Safeguarding your clients

View on-demand – how to watch

Play the video below to see the full recording of the webinar. Switch on subtitles within the video player to follow as you watch.
 

Webinar presenters

Mary Rimmer, Partner and Head of Elderly and Vulnerable, Brachers LLP

Mary is a Partner with over 17 years’ experience as a private client solicitor. She heads up the department’s Elderly and Vulnerable team.

She specialises in Wills, powers of attorney, deputyships and looking after the personal affairs of clients for whom BTC are deputy or attorney. Mary also deals with statutory Wills, gifting and other applications to the Court of Protection, charity law and estate administration.

Mary is a trustee of Maidstone Mencap and Spadework, and is a Dementia Friends Champion. She was a finalist in the Dementia Friendly Kent Awards 2019 and Kent Law Society Awards 2020.

Dave Lockwood, Finders International

Dave Lockwood is a former Deputy Decision Maker appointed by the Court of Protection in England and Wales.

His experience comes from working in four diverse local authorities across London and the South East. He deals with varied services, ongoing legislation changes and increased workloads with decreasing resources; managing expectations from both the public and internal colleagues.

Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act.

Dave won ‘Best Community Contribution’ at the Probate Research Awards 2019. His free events, websites and forums have greatly assisted Local Authorities.

Further information

About Brachers’ Elderly and Vulnerable team

We have a highly experienced and dedicated specialist team who advise and look after the interests of elderly and vulnerable individuals to support them with their legal and financial affairs. We can act as executor, trustee or attorney.

Our team have developed close relationships with community service providers and local organisations to ensure we provide a specialist collaborative team who will deliver a supportive service.

Webinar partner: Finders International

Finders International are award winning probate genealogists, also known as ‘Heir Hunters‘ appearing on the BBC1 TV series of the same name.

They assist the private sector with trace missing heirs and beneficiaries to estates, funds and assets worldwide and provide a range of useful additional services in associated fields.

Finders International are also the founding member of IAPPR, the International Association of Professional Probate Researchers, Genealogists and Heir Hunters which aims to provide a single, authoritative for corporate industry professionals.

Also available in this webinar series

This webinar is part of a series, to watch further webinars visit the resources below:

• Understanding your clients’ legal needs: Wills
• Understanding your clients’ legal needs: Contentious estates
• Understanding your clients’ legal needs: Wealth protection on divorce
• Understanding your clients’ legal needs: Lasting Powers of Attorney

This content is correct at time of publication