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Preserve it and save: how conditional exemption can protect your heritage... and your wallet
Charles Richardson
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CoP Talks: Empowering minds, protecting lives - Introduction to capacity and CoP (Part 1)
CoP Talks: Empowering minds, protecting lives - FAQ’s - What are LPAs? (Part 2)
CoP Talks: Empowering minds, protecting lives - Health and Welfare Deputyships (Part 3)
CoP Talks: Empowering minds, protecting lives - Can a person who lacks capacity get married? (Part 4)
CoP Talks: Empowering minds, protecting lives - When does a Deputy need CoP approval for legal work? (Part 5)
CoP Talks: Empowering minds, protecting lives - What is a Statutory Will? (Part 6)
CoP Talks: Empowering minds, protecting lives - Can an attorney/deputy make gifts? (Part 7)
CoP Talks: Empowering minds, protecting lives - How can a Professional Deputy assist after a Personal Injury? (Part 8)
CoP Talks: Empowering minds, protecting lives - How does a Professional Deputy manage a client’s affairs? (Part 9)
In this podcast, we provide a detailed overview of the key steps and responsibilities a Professional Deputy undertakes when appointed by the Court of Protection to manage the property, finances, and affairs of a client who lacks the mental capacity to do so themselves.
Specific topics covered include:
- Opening a dedicated bank account in the client's name, which the Deputy will have full access and control over to handle the client's income and expenses.
- Registering the Court Order that grants the Deputy their legal authority with relevant third parties like banks, utility companies, and government agencies.
- Reviewing the client's entitlement to various benefits, such as Attendance Allowance or Direct Payments for care, and liaising with the appropriate authorities on the client's behalf.
- The requirement for the Deputy to submit an annual report to the Office of the Public Guardian, who provide oversight and ensure the Deputy is acting in the client's best interests.
- The Deputy's duty to regularly consult with the client, meet with them at least annually, and also engage with the client's family, in order to understand their wishes and feelings when making decisions.
Whether you are a client under a Deputyship, a family member supporting a loved one, or a professional working in this field, this podcast offers valuable insights into the robust processes and responsibilities Professional Deputies must uphold. Learn how they work to protect the autonomy and financial wellbeing of those they serve.
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