Ann Stanver

Lawyer and expert in Powers of Attorney and Financial Abuse

Ann has recently retired as a partner in the Private Client team at Wedlake Bell LLP. She is an acknowledged expert in the field of financial abuse of older people. The second edition of Ann’s book on the subject has just been published. Her practice also covered a wide range of trust, probate and private wealth management work for both large, complex estates and settlements. She advises trustees on tax and estate management issues and provides advice on UK and foreign succession issues. She also regularly advises on Property and Affairs and Personal Welfare Lasting Powers of Attorney, the registration of Enduring Powers of Attorney, applications to the Office of Public Guardian and Court of Protection including tax planning and statutory will applications. Ann  has been appointed as Deputy by the Court of Protection and as an Independent Executor and Administrator by the Courts.

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Speaker topics

Powers of Attorney

  1. Powers of attorney – the nuts and bolts (what are they, how do you complete them, what do you need to know before you start, what is registration and what is activation)
  2. Attorneys – how do you choose the right person(s), do you trust them, what questions to ask them, how well do you know them, do they understand what you will need them to do, when do they start acting and how do they do that? Regular contact, visits, record keeping.
  3. Safeguards – an LPA without safeguards is like giving your attorney the passwords to your bank accounts and not expecting them to keep accounts, what safeguards do you need, how will they work in practice, appointing multiple attorneys, what options are available,
  4. Family dynamics – understanding the family, family tree, dominant characters, who is influencing who, family meetings, changes in circumstances, no secrets.
  5. Changes – changes in your life, in the attorney's life, how to change your LPA, when to call in a professional, would you be better off with a deputy?
  6. Financial management – gathering information, banking, investments, contracts, accounting, best interests decisions, completing and keeping up to date financial checklist
  7. Health & care management – understanding wishes, feelings values and beliefs, health and social care decision making, life sustaining treatment, completing & keeping up to date health checklist

 

Financial Abuse

  1. What is financial abuse? – warning signs and red flags, types and patterns
  2. Victims and perpetrators – what to look for and noting when someone is simply a bad manager and out of their depth, attorneys falling out with each other
  3. Vulnerable but with mental capacity
  4. Lacking capacity
  5. Typical actions of a perpetrator – banking, gifting, unauthorised expenditure
  6. What can you do? Call OPG to raise concerns, criminal offences require police intervention, adult safeguarding – what are their roles? Removal of attorney actions, recovery of assets, setting aside gifts.
  7. Barriers to taking action – individual family concerns about taking action, shame, embarrassment, dependency, cost, how to help prevent abuse.
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