Deputyship Security Bonds - Practical Tips & Common Problems for Private Client Professionals

Introduction

Security bonds are an important safeguard for client’s finances.

However, it can be a daunting and confusing aspect of a deputyship order.

This new virtual classroom seminar offers practical tips and guidance about securing a bond, when to call it in and the process required to do so.

It will highlight the most common pitfalls and problems that people face in litigation in the Court of Protection and in civil litigation.

Find out:

• The need for, and purpose of, deputyship security bonds
• How to amend a security bond once a deputy is already appointed
• The steps necessary to call in a security bond
• Dealing with security bonds in civil litigation

The session is suitable for professional deputies (including professional service firms), lay deputies local authority deputies and private client/Court of Protection lawyers.

What You Will Learn

• What is a security bond and what is its purpose?
• Suggesting an appropriate level of bond based on a client’s estate
• Setting up a security bond and to change how much it is depending on the client’s assets
• Avoiding the pitfalls of calling in a security bond in the Court of Protection using real case examples
• How to approach situations where the security bond does not cover the full loss to P’s estate using case studies

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.