Damages Awards: Keeping it in control

Philippa Barton investigates the risks and pitfalls of sending damages to vulnerable clients ‘If there is any risk the client may not be able to manage the damages award in their own best interests, the first step is to obtain a formal assessment of capacity.’Most personal injury practitioners will at some time or another act …
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Court Of Protection: Best interests

Howard Smith summarises the position on the bestowing of gifts and other benefits when a person lacks capacity ‘In each case the deputy or the attorney must decide whether the size of any proposed gift is reasonable given the occasion on which the gift is made and the size of the estate.’ In cases where …
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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...

Ross v A [2015] EWCOP 46

Wills & Trusts Law Reports | April 2016 #158

A, who was 18 years old, had received £5,000,000 in settlement of a claim for clinical negligence which had left her with cerebral palsy, epilepsy, cortical blindness, severe intellectual impairment and extreme behavioural problems. She lived at home with her parents and siblings. A professional with 25 years’ experience, David Ross of Simpson Millar, Solicitors, was appointed by the Court of Protection as deputy for her property and affairs. B, who was A’s brother, had not progressed at primary school as well as he could have during the build up to the trial in the High Cour...

Powers Of Attorney: Taken to task

Iain Managhan offers an update on recent revocation of power of attorney cases ‘It is clear… that certain considerations need to be discussed with the donor. Raising these potential problems and asking the donors to consider the possibility of such outcomes should minimise the likelihood of appointing people who may be unsuitable.’There have been a …
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Re MRJ, JT and KT v Suffolk County Council & anr Case no: 12256266

Wills & Trusts Law Reports | September 2014 #142

MRJ was born in 1932 and formally diagnosed with dementia in March 2009. In December 2011 her psychiatrist confirmed she had no capacity. Prior to moving into a care home at Christmas 2013 she had lived in sheltered accommodation.

On 3 March 2010 MRJ signed both a health and welfare and financial lasting powers of attorney appointing JT (her daughter) and KT (her grandson and JT’s son) jointly and severally. The attorneys applied to register the LPAs and the health and welfare LPA was registered on 11 June 2010.

There were technical defects with the financial LPA wh...

NT v FS & ors [2013] EWHC 684 (CP)

Wills & Trusts Law Reports | June 2013 #130

F is a 74-year-old retired rugby player with assets of £3m and was diagnosed with Alzheimer’s and dementia in 2006. The applicant (NT), who is F’s deputy, brought this application for a statutory will to be executed on behalf of F and for a statutory gift of £50,000 to be made to F’s 95-year-old mother (T). The respondents were the potential beneficiaries of such will. The statutory gift was uncontroversial, however the statutory will provisions were contested. Judge Behrens, in determining what terms would be in F’s best interests, had regard to previous authorit...