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.

GENERAL EDITORS

Denzil Lush, Senor Judge of the Court of Protection
Caroline Bielanska, Solicitor and Consultant
Jennifer Margrave, Solicitor, Jennifer C Margrave Solicitors

CONTRIBUTORS

Caroline Bielanska, Solicitor and Consultant
David Bishop, Solicitor, David Bishop Solicitors
Helen Clarke, Solicitor and Consultant
Penny Letts, Policy Consultant
Jennifer Margrave, Solicitor, Jennifer C Margrave Solicitors
Martin Terrell, Partner, Thomson Snell & Passmore
Jonathan Wilkey, Partner, Gwynn James

• Elderly People
• Who is the Client?
• Capacity
• Sharing Residential Accommodation
• Gifts
• Care Home Contracts
• Social Security Agents and Appointees
• Ordinary Powers of Attorney
• Enduring Powers of Attorney
• Lasting Powers of Attorney
• Deputyship
• Living Wills
• Funeral Planning
• Wills
• Statutory Wills
• Equity Release
• Carer and Care Worker Services
  

"I wholeheartedly recommend that all high street practices and personal client departments of firms obtain a copy of this book"
Law Society Gazette

"excellent value and a worthy addition to the bookshelf"
EAGLE

"a helpful handbook for both the newly qualified and the more experienced lawyer working with this client group"
Solicitors Journal

"I recommend this book for all private practices lawyers and executors/attorneys as it is an invaluable guide when dealing with elderly clients"
Solicitors Journal

"many publications are touted as 'invaluble tools', but Elderly Clients: A Precedent Manual actually is just that"

"intresting Narrative"

"a number of excellent precedents"

"the layout of the book is clear, with logical headings and a good index"

"the publication is equally useful for experienced and less experienced practitioners. My copy of Elderly Clients: A Precedent Manual is already well thumbed"

"i would, without hesitation, recommend that any legal practice serious about delivering quality advice and service to elderly clients should invest in this excellent publication"
Gary Rycroft, Partner Joseph A Jones & Co Solicitors

"all the special situations arising from age are covered in this manual. It is aimed at the private client advisor, but a concerned relation would also be able to use it as it is reasonably easy to read"

"care homes are heavily regulated and their contracts, tips on what to look our for when choosing one and how to make complaints are included. This is where the manual would be a useful recommendation to a concerned relative"

"naturally, wills are given attention. Requirements for advance medical decisions, a 'living will' and a comprehensive set of drafts is very useful as this is new territory for private client advisors"

"the manual comes with a disc of the precedents for each chapter. These are handy for printingou the checklists, making applications and drafting contracts"
STEP Journal