Law Society: Urgent Wills and assessing a client’s mental capacity

Date:  Tuesday 11th October, 2016
Time:  10:15 am – 11:15 am
Venue:  The Law Society of Western Australia, Level 5, 160 St Georges Terrace Perth

Attend and Earn:
CPD:  1 point Competency and 2 points Professional Skills

When receiving urgent instructions for a will or EPA it is important not to throw out best practice procedures that you would otherwise have in place.

In this seminar, Kott Gunning Partner Greg Mohen discusses what to do when receiving urgent instructions to draft a will or EPA to ensure that the client’s wishes are effectively carried out, and to avoid any potential claims.  He will also include practical tips on assessing mental capacity to make a will or EPA.

The seminar focuses on Assessing mental capacity; The difference between “capacity” and “knowledge and approval” (Veall v Veall [2015] VSCA 60); Dealing with non-English speaking clients; Assessing if the client is acting as a result of undue influence;  Knowing when not to take instructions (if possible); The benefits and risks of using checklists and templates; Why detailed instructions and attendance notes are important;  Would preparing a codicil (as opposed to a new will) limit the risk if capacity or knowledge and approval are in doubt; and Are applications for a statutory will an option worth considering?

Please click on the link to book a place at the Urgent Wills and client capacity seminar.