'This book is best suited to those seeking to learn about and update their knowledge of the area generally and to act as a toolkit for professionals.'
Holly Chantler, Director, Solicitors for the Elderly
Financial Abuse of Older Clients: Law, Practice and Prevention is written in a practical, accessible style providing analysis, comment and in-depth analysis helping solicitors and others to be proactive in protecting their older clients.
It covers: what financial abuse is; who is vulnerable to such abuse; the vulnerable but mentally capable; who the perpetrators of financial abuse are; the form financial abuse takes highlighting indicators and abuse red flags, typical actions of the financial abuser, typical losses and undue influence; how to prevent financial abuse and the steps that should be taken when it is discovered; the protection of the individual and how to recover assets; foreign aspects – Eire, USA, Scotland, Wales and Northern Ireland; reforms; and appendices including statement of wishes and values, a financial abuse warning card for professionals and statistics from Court of Protection Cases 2014-2016.
Filled with detailed, practical guidance and advice and drawing together case law and legislation Financial Abuse of Older Clients is a comprehensive work written by a private client solicitor with nearly 30 years' experience that no family law practitioner or professional faced with this ever increasing area of law should be without.
Ann is a partner in the Private Client team at Wedlake Bell LLP. Her practice covers a wide range of trust, probate and private wealth management work for both large, complex estates and settlements. She advises trustees on tax and estate management issues and provides advice on UK and foreign succession issues. She also regularly advises on Property and Affairs and Personal Welfare Lasting Powers of Attorney, the registration of Enduring Powers of Attorney, applications to the Office of Public Guardian and Court of Protection including tax planning and statutory will applications. Ann has recently passed the SFE's Older Client Care in Practice Award (OCCP).