Attorneys and Gifting - It's not just about Christmas

As Christmas approaches one of the considerations that Attorneys or Deputies face is what sums they can properly give as gifts to friends and family of the donor for whom they have been appointed to act on behalf of, to manage their property and financial affairs.

Gifting is not an issue confined to the festive season.

Join Private Client specialist at Brethertons, Laura Stuart and Barrister Laura Giachardi from 42 Bedford Row Barristers, as they explain what Attorneys and Deputies can do when considering making gifts on behalf of donors.

Speakers 

Laura Stuart - Associate Solicitor at Brethertons 

Laura Giachardi - Barrister at 42 Bedford Row

Date  Wednesday 2nd December 2020

Venue   Your PC/Tablet/Smartphone

Time   1 pm

NB: This webinar will be recorded. So, if you cannot participate in the live recording, please register for the event by following the link below and a copy of the recording will be made available.

 

Webinar Content

This webinar is designed for Carers and Attorneys to help understand the giving of gifts on a donors behalf.

Subjects considered will include:

  • What is gifting? It’s not just Christmas or birthdays.
  • What is the situation where a donor has capacity and wants to make a gift?
  • What is the guidance from the Office of the Public Guardian?
  • “De minimis” gifts.
  • When do you need to apply to the Court of Protection?
  • What happens if you don’t comply with the guidance?  A brief look at consequences, penalties and a few Court of Protection cases.