Edward, your client of 15 years, comes into your office. Typically punctual, he’s half an hour late for this appointment. Edward explains that he got lost. He asks you to draft a codicil to his will.

A relationship with a client can change dramatically when the client starts showing signs of mental incapacity and the person with power of attorney wants to step in. Defining when your client has ...

Doctors are increasingly being asked to make assessments of their patients' mental capacity to create a legal document such as a Will or Lasting Power of Attorney, but you do have the right to refuse ...

Alonzi, A. et al (2009) Assessing staff needs for guidance on the Mental Capacity Act 2005. Nursing Times; 105: 3, 24-27. This article outlines a research study that sought staff views on whether they ...

As clients age, the likelihood that they’ll face physical and mental health problems rises. As a result, clients’ families may start to wonder whether capacity will become an issue. They may ask you ...

Jill Sing’s client was proud as punch to have finally bought her first new car. “Oh! I forgot to tell you!” said the elderly woman when Sing, a Victoria-based CPA, CA, CFA, CFP, and TEP, asked about ...