The LPA form for property and finance provides the donor with the opportunity to put conditions on the way their attorneys act, to give them instructions, and to make their wishes clear. The LPA can even be used to include matters that are dealt with under general law — a good example being how and when attorneys can make gifts on the donor’s behalf— as a way of emphasizing their importance and ensuring all involved know where they stand. This webinar will address some of the safeguarding provisions and other suggestions to raise with clients
Participants will be able to:
- Offer a range of preferences and instructions to assist a client in making a Property & Finance LPA
- Recent cases to avoid unworkable LPAs
- Safeguarding provisions
- Charging clause for professional attorneys
This webinar is sponsored by Estate Research. Probate Genealogists and ‘heir hunters’ serving the Public Sector and Private Client Legal Sector.