Vulnerable Clients: supported decision making Solely Adults with Incapacity Guardianship, Power of...
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Transcript of Vulnerable Clients: supported decision making Solely Adults with Incapacity Guardianship, Power of...
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Vulnerable Clients: supported decision making
• Solely Adults with Incapacity
• Guardianship, Power of Attorney, Wills & Trusts
• Trust Management
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Caritas POAs 2013
Client Type
DementiaLearning DisabilityMental Health ConditionForward Planning
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Introduction
• Adults with Incapacity (Scotland) Act 2000
• Focus on personalised care• Personalised legal services
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Main resources under the Act
• Joint bank accounts
• Powers of Attorney • Access to Funds
• Guardianship & Intervention Orders
Least restrictive
Most restrictive
Caritas Legal Limited
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Issues for vulnerable clients
• May be unable to deal with large sums of money or make sound decisions re welfare
• Inheriting a sum of money may affect means tested benefits
• Exposed to exploitation by third parties
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5 General Principles
1. Benefit2. Minimum Intervention3. Wishes of the adult4. Consultation5. Encourage exercise of capacity
Caritas Legal Limited
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Power of Attorney
• Continuing and Welfare Power of Attorney
• Individual • Age 16 or over• Must have full legal capacity
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What is “Incapacity”?
• Acting• Making• Communicating• Understanding• Retaining the memory of DECISIONS
Caritas Legal Limited
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When is it helpful/necessary?
• To prepare for time if and when unable to make decisions
• Useful at diagnosis stage of progressive illness as can exercise control over future
• Where mental illness fluctuates can be used to cover periods of time person is unable to manage
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Advantages
• Don’t need Court or OPG consent• Informal• Quick to prepare• Can be tailored to suit individual
requirements• CHOICE & CONTROL
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The document
• No prescribed format• Must be written and signed by
granter• All powers must be specified• Specify intended to continue upon
incapacity• Solicitor/advocate/medical
practitioner to certify legal capacity and no undue influence
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Welfare provision
• Possibly link in to advance directive i.e to do anything authorised by the Advanced Directive by me…dated….
• In light of SDS - Specific authorisation for Attorney to accept direct payments?
• Check existing POAs and read powers• Talk about wishes
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Supervision
• Central Register of all POAs • Abuse of POA
– Financial Attorneys : OPG– Welfare Attorneys: MWC
• Duty of care– Diligence and skill of a prudent person
in the management of their own affairs
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Registration
• EPOAR
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POA Questions
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Power of Attorney v Guardianship
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Guardianship
• Most restrictive option• Powers – welfare and financial• Lack of capacity
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Caritas Guardianships 2013
Guardianships
DementiaLearning DisabilityMental Health ConditionStroke
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Reports – basis of application
• Adults with mental disorder– Two Medical Practitioner Reports– Mental Health Officer Report
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Process
• Must be lodged in Court within 30 days of first Report
• Joint or substitute appointments may be sought
• Specified period of appointment
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Comparison
Power of Attorney• Capacity• Choice & Control• Welfare powers• Financial powers• Informal• Private Fee
Guardianship• Lack of capacity• Restrictive• Welfare Powers• Financial Powers• Sheriff Court• LEGAL AID!
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Guardianship Questions
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Parents of a young vulnerable adult
• Highlight importance of Trusts• Help plan for adult child’s future
MYTH - “If you have a disabled child you are better to leave
them out of your Will”
Caritas Legal Limited
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Advantages
• Good way of managing money on behalf of someone who is not able to deal with large sums of money
• Lessens prospect of vulnerable person being unduly influenced by other people
• Money is ring fenced from benefits calculations
Caritas Legal Limited
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Available to advise on :-
• Schedule 8 reports (Guardianship)• The cost of long term care• Funding long term care• Appealing against a decision on NHS
Continuing Care• Safeguarding• Self Directed Support
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Under the shade you flourishPersonalised legal services for the protection of vulnerable groups