Private Client

The Care, Vulnerable Adult and Injured Person Workshop

August 31st


The Care, Vulnerable Adult and Injured Person Workshop

August 31st

1:30 - 5:30pm

Speakers: Sandra McDonald, Alison Hempsey, Peter Murrin, Emma Horne, Alan Eccles

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£135+VAT (Member price)

4hrs CPD

Including hearing from Sandra McDonald, the Public Guardian, the event will look at some key current developments and thoughts in the law affecting care, the management of the affairs of vulnerable adults and personal injury trusts.  These can be areas of risk for practitioners due to the legal issues, developments in case law, legislation and regulation, complex tax considerations, family dynamics and the large sums involved.

The session will bring together experience and expertise across a range of distinct yet often interlocking topics which private client advisers, personal injury litigators, in-house lawyers at charities and local authorities and others need to have an awareness of. It also covers subjects which are in the public consciousness and there will be expectations that lawyers are up-to-speed on the key issues and developments.

Delegates will come away from the session with a strong grounding in recent developments and the legal and professional matters they must be alive to.

Sandra McDonald, the Public Guardian
The Role of the OPG in Safeguarding

  • an opportunity to hear from the Public Guardian on key issues and updates in the Office of the Public Guardian’s work
  • Alison Hempsey, TC Young
    Issues in current Adults With Incapacity practice

  • case law update
  • issues in obtaining MHO reports
  • future of the jurisdiction
  • cross-border issues
  • Emma Horne, Pagan Osborne
    Current issues for lawyers in care planning

  • disposal of assets by outright gift or to a trust (non-PI)
  • exempted assets
  • will planning
  • financial planning points
  • Peter Murrin, Lindsays
    Beyond the litigation: planning for injured parties

  • understanding the implications of, and the opportunities created by, an award for the injured party
  • getting the initial advice right and the importance of considering the PI Trust for both the client and the lawyer
  • putting the right PI Trust structures in place ‘in time’ and on an on-going basis.
  • Alan Eccles, Brodies
    Vulnerable adults, injured persons and care: the overall context and risk management of issues

  • the key professional obligations and duties
  • how can it go wrong?
  • how can it go right?
  • being aware of the key facts and factors
  • The event begins at 1:30pm. Delegate registration is open from 1pm.

    Sandra holds qualifications in law, nursing and public sector management. Sandra worked as a Sister on an Intensive Care Unit, before ‘crossing sides’ to NHS management. Sandra managed various NHS services before undertaking and successfully completing a law degree. On graduating Sandra became an in house legal advisor to an NHS Trust. This somewhat unusual combination of experiences and qualifications are invaluable in her role as Public Guardian.

    Alison Hempsey has worked with TC Young since 2006 and is now a Partner within the private client department. Alison heads the Adult Incapacity Team and helps clients dealing with the challenges of capacity issues, including those with dementia and learning disabilities.

    Peter's expertise includes advising clients regarding estate and succession planning, the formation and administration of trusts, taxation of trusts and estates, family businesses in relation to personal and commercial succession, the preparation of Wills, adults with incapacity, as well as international inheritance and succession matters.

    Emma brings a wealth of experience to her position, in area such as adults with incapacity law, mental health law, drafting of Wills, Trusts, Guardianships and Powers of Attorney, estate and tax planning for clients and their families. In particular she has an interest in succession planning for landowners and buyers of landed estates.

    Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so).