Asset Protection from Care Fees - Coming Home to Roost

Asset Protection from Care Fees - Coming Home to Roost


22 Jul 2024

1:00 PM ‐ 4:00 PM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT
Intermediate: Requires some prior subject knowledge
3 hours
Group bookings
email us to discuss discounts for 5+ delegates


Clients frequently seek advice on making gifts to avoid care fees or make wills where they create an asset protection will trust to ensure at least half of their estate will pass to the next generation.

But what happens if the client then needs care and subsequent support from social services?

What if the local authority considers the gift of severance of joint tenancy as a deliberate deprivation and refuses to fund care? Can this be challenged, and will the local authority refuse to fund care?

Will the client get the type of care they think they should, and must family top up for the care they want?

This new virtual classroom seminar is aimed at fee earners who advise older and vulnerable adults, their family, attorney, or deputy on the making of gifts or wills.

What You Will Learn

This live and interactive session will cover the following:

  • The current state of care
  • Understanding the social care journey
  • Topping up for better care
  • Using the home as collateral for care costs
  • The financial assessment of an interest in a trust
  • Valuing a joint interest in the home
  • What is a deliberate deprivation?
  • What is not a deliberate deprivation?
  • Can you make a gift when in receipt of care?
  • Challenging a local authority decision
  • The local authority recovery armoury and how it works

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.