Making an Application to the Court of Protection to Appoint a Deputy - Theory and Practice

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Course Overview

Court of Protection work is a growth area in private client practice. Statistics show that increasing numbers of clients are becoming mentally compromised in later life, many of whom do not have Lasting Powers of Attorney. In such circumstances the Court of Protection can appoint two types of deputy; those who look after property and financial affairs and those who look after a person’s health and welfare.

This two part course will provide viewers with an in-depth examination of the theory behind making an application to the Court of Protection to appoint a deputy and will offer guidance and assistance to ensure that if you make an application to the Court of Protection, this will be successful.

What are the requirements?

  • This course provides 2 CPD points

Learning Outcomes

  • On completion of this course you will:

    • Be familiar with the principles of The Mental Capacity Act (MCA) 2005 including best interests & least restrictive intervention and the MCA Code of Practice
    • Have considered when a deputy is required, who can be appointed as a deputy and who can make this application.
    • Understand role and responsibilities of a deputy
    • Be familiar with how deputies are supervised and by whom
    • Be aware of the supervision fees required
    • Understand the application process and the procedure which must be followed 
    • Be familiar with the forms that are used during the application process and the fees involved.
    • Be aware of what happens once the application has been issued and the order has been made
    • Be aware of the levels of supervision available
    • Understand the issues surrounding supervision fees
    • Will have considered the disposable capital test and gross monthly income test

What is the target audience?

  • Private client practitioners

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About Instructor - Sue Ioannou

Sue is the owner and managing director of A.R.T. Training and Consultancy Services Ltd which specialises in identifying, developing and delivering training solutions for corporate and personal clients. This includes drafting Wills, trusts, powers of attorney and advising clients on all aspects of estate planning including taxation advice- Inheritance Tax, Capital Gains and Income Tax- personal and trust taxation.

Having been manager of the London Probate Office for 10 years (1992-2002) and Training Manager for the Probate Service for a further 5 years (2002-2007) Sue has an extensive knowledge of Probate Practice and Procedures. 

Sue is a member of the Society of Trust and Estate Practitioners, a training officer for the Institute of Professional Willwriters and a member of the Chartered Management Institute. In addition, Sue has also produced the following publications on behalf of the IPW ‘A Basic Guide to Will Writing’ and ‘A Basic Guide to Enduring and Lasting Powers of Attorney’. 

Course Curriculum

recorded webinars

  • part 1
    00:52:33
  • Part 2
    00:59:26

Documentation

  • Evaluation
    1 Page

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  • Price
  • £ 60