Lasting powers of attorney and gifts. 9 March 2022

We plan to run this event virtually via zoom.

Speaker: Caroline Bielanska

Caroline Bielanska heads a consultancy service for law firms throughout England and Wales to troubleshoot in complex cases involving vulnerable and older clients. She is the co-founder, former Chief Executive and former Chair of Solicitors for the Elderly. Caroline is a well-known lecturer and trainer. She is editor, author and contributor to a significant number of legal books including A Practitioner’s Guide to the Court of Protection (Bloomsbury Publishing), Cretney and Lush on Lasting & Enduring Powers of Attorney (Lexis Nexis), Elderly Clients - A Precedent Manual (Jordan), Court of Protection Practice (Heywood and Massey) and Elderly People and the Law (Jordan). Caroline is currently the author and tutor for the STEP Advanced Certificate in Advising Vulnerable Clients.

Caroline will talk about guidance on making gifts and will include consideration of what LPA attorneys should do about gifts where a donor still has capacity in relation to some decisions but lacks capacity in relation to other decisions.

Information about joining the webinar via Zoom and any literature provided by the speaker for the webinar will be sent by email to delegates who have paid in full shortly before the event.

Please note that by signing up for this event you are giving consent for your email address to be shared with the speaker. This information is essential to enable your link to the zoom session to work. Your details will be deleted by the speaker after the event.

Please also note that this event will be recorded – you can opt to receive a recording of the seminar. Please indicate in your reply whether you would like to receive a link to the recording.

Please note we do not produce invoices – please accept this flyer as confirmation of the cost of the webinar and forward to your accounts team if your employer will be providing payment.

Payment to be made via bank transfer:

Bank: HSBC
Sort code: 40-16-57
Account number: 21210238
Account name: STEP Cambridge Branch
Reference: March 2022– payee’s name/firm

Please complete the attached form and email to Seema Solanki at: [email protected]