OCTOBERExpert Webinars

Presented by Helen Clarke,
Caroline Bielanska &
Patricia Wass

Estate Research are delighted to host this next series of Expert Webinars with Helen Clarke, Caroline Bielanska & Patricia Wass.

Webinars Dates & Agenda
Elderly Client Update
Helen Clarke
Tuesday 6th October 2020
11 am – 12 pm
  • Professional obligations and risks in the delivery of legal services to elderly and vulnerable clients during a pandemic
  • Assessing capacity / undue influence – recent case law
  • Execution of documents by elderly/ vulnerable clients during a pandemic; the pitfalls, problems and practical tips
  • Signposting recent guidance and information re MCA 2005 and the Care Act 2014
Property and Financial Affairs Lasting Power of Attorney: preventing and responding to abuse
Caroline Bielanska
Tuesday 13th October 2020
11 am – 12 pm
  • Why LPAs are abused
  • Professional advice as a safeguard
  • Drafting to prevent abuse
  • Obstacles to redress for the donor
  • Safeguarding policies
  • Confidentiality duty to donor
  • Routes for redress
The Care Act 2014 including changes under the Coronavirus Act 2020
Helen Clarke
Tuesday 20th October 2020
11 am – 12 pm
  • Changes to LA/NHS duties to assess/ deliver care packages
  • Retrospective charges for funding care – who is entitled to the money?
  • DHSC guidance on delivery of services – can you still complain?
OPG and Court of Protection (Property and Finance) Update 2020
Patricia Wass
Tuesday 27th October 2020
11 am – 12 pm


  • LPA Applications during the Covid19 Pandemic
  • Use an LPA service
  • Annual Report and accounts


Court of Protection Update (Property and Finances)

  • Practical considerations for Deputies following decision in Re ACC & Ors [2020] EWCOP 9
  • Costs issues for Professional Deputies
  • The OPG, investigations and costs
  • Discontinuing as a Deputy
  • Testamentary capacity
  • E-filing for Professional Deputies
Helen Clarke
our speakersHelen Clarke

Helen Clarke is a solicitor specialising in elderly client and MCA 2005 issues. She lectures and delivers in-house training on a range of private client topics including elderly client issues, the Mental Capacity Act 2005 and related issues.

Caroline Bielanska
our speakersCaroline Bielanska

Caroline is the former Chief Executive and former Chair of Solicitors for the Elderly, an organisation she helped to found in 1999. She delivers legal training for many CPD providers, including Central Law Training, MBL, The Solicitors Group, Professional Conferences and STEP, and is well known in her specialist field, advising older and vulnerable adults who have limited physical and/or mental capacity. Caroline is trained to use Makaton signs and symbols for clients who struggle to use spoken language. She provides consultancy for law firms on an independent basis and is on the Court of Protection Panel of mediators and a member of the Civil Mediation Council.

Caroline won the Trusted Advisor of the Year 2017 and the Vulnerable Client Practice Award 2017 in STEP’s Private Client Awards. She was a finalist in 2018 and 2019 in the Vulnerable Client Practice Award category. In 2019 Caroline was presented with a Lifetime Achievement Award by Solicitors for the Elderly and made an honorary member of the Professional Deputies Forum.

Patricia Wass
our speakersPatricia Wass

Patricia has 35 years’ experience working as a Solicitor dealing with all aspects of private client law and is a consultant in the mental capacity team at Enable Law (part of the Foot Anstey Group). Patricia specialises in Powers of Attorney, Court of Protection work and legal issues relating to the elderly and vulnerable. She lectures regularly on her practice area for various legal training providers and contributes articles to legal journals.

Patricia is the immediate past Worldwide Chair of the Society of Trust & Estate Practitioners. She is a Past Chair of the Law Society Private Client Executive Committee. She served as a member of the STEP Council and remains a Director on the STEP Worldwide Board.

Patricia is a fully accredited member of Solicitors for the Elderly (SFE). Patricia is also a member of The Professional Deputies Forum. Patricia is recognised as a Top Ranked ‘Leader in her Field’ by Chambers UK legal directory.

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