Re Jones [2014] EWCOP 59

Wills & Trusts Law Reports | May 2016 #159

Mr Jones suffered from dementia and lacked testamentary capacity and capacity to make significant lifetime gifts. He had an estate of approximately £2.3m and was intestate. The effect of his dying intestate would be that, following the statutory legacy of £250,000 plus personal chattels to his wife, Mrs Jones, outright, Mrs Jones would receive half of the remainder of the estate absolutely and his daughter from a previous relationship, Ms Dawson, would receive the other half of the estate.

Ms Dawson’s mother and Mr Jones had separated when she was a child whereupon Ms Dawson...

SM v HM 11875043/01

Wills & Trusts Law Reports | March 2012 #117

HM was born on 3 April 2004 and suffered from cerebral palsy following injuries she sustained during her birth. She was likely to lack capacity on reaching 18 and it was agreed that the Court of Protection had jurisdiction over her property and affairs. Proceedings against the relevant NHS trust for damages were compromised in 2010. The level of compromise damages was much less than the real level of HM’s likely care needs owing to leading counsel’s advice that her claim stood only a 25% to 33% prospect of success.

On 10 September 2010, District Judge Ashton had refus...

The Court Of Protection: Decision time

Jenny Arnold examines a case that clarifies the position on the appointment of deputies dealing with incapacitated adults ‘The Mental Capacity Act 2005 is designed to protect the autonomy of the incapacitated individual and ensure that decisions with regard to that individual are made in the most appropriate manner.’The Court of Protection has confirmed the …
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Court Of Protection: Giving it away

Re G (TJ) has valuable lessons on the role of substituted judgment in statutory wills and gifts, as David Rees outlines ‘The judgment in Re G (TJ) is clearly important as it recognises that the old “substituted judgment” approach still has a role to play when determining P’s best interests under the MCA 2005.’The Court …
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