Elderly Clients

Presents comprehensive precedents to assist the private client adviser tackle the range of issues affecting the elder client. This title includes chapters that take account of major developments including: Mental Capacity Act 2005; Health and Social Care Act 2007; and, Case-law changes.

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"Elderly Clients: A Precedent Manual" provides a comprehensive 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, useful checklists 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 - affecting lasting powers of attorney, mental capacity issues, deputyship (replacing receivership), new law and practice on statutory wills and the statutory basis for a 'living will'; Health and Social Care Act 2007 - covering changes to care homes; and, 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.