Elderly Clients: A Precedent Manual 4th ed

Elderly Clients: A Precedent Manual provides a wealth of precedents to assist the private client adviser tackle the whole range of issues affecting the elder client. These include the difficult and ever-changing problems of planning for a client’s possible incapacity in later life, care contracts, funeral planning, wills and equity release schemes.

In addition to the precedents, the legal framework underpinning each area is set out in clear terms and is accompanied by useful checklists to assist the adviser in such matters as registering a lasting power of attorney and establishing whether the client has authority to make a will or gift.

Published in conjunction with Solicitors for the Elderly, each chapter of this new edition has been thoroughly revised to take account of all major developments including:-

• Mental Capacity Act 2005 – which introduced the new lasting powers of attorney, deputyship (replacing receivership), new law and practice on statutory wills and the statutory basis for a ‘living will’, as well as the general impact on mental capacity issues;
• Health and Social Care Act 2008 – covering changes to care homes;
• Case-law changes – affecting areas such as wills and sharing residential property.

The book includes a CD-ROM containing all of the precedents, enabling you to quickly tailor each to suit your particular needs.