Navigating Trustee Incapacity – Practical steps for Private Client practitioners with Sangeeta Rabadia

During this webinar,  Sangeeta will provide a practical and insightful overview of the issues that can arise when a trustee loses capacity, with a focus on the steps Private Client practitioners may need to consider in the context of estate administration and related disputes.

Key points they will cover:

• What the Trustee Acts say about trustee incapacity
• How these issues arise in the context of estates
• The affidavits and applications that may be required
• Practical steps for removing trustees who can no longer act
• The use of Lasting Powers of Attorney and Deputyship orders
• The role of litigation friends in the context of disputes
• Practical points for practitioners to consider when advising clients

The session will conclude with a practical focus on the day-to-day issues practitioners may face, including how to identify potential problems early, assess the available options, and take proportionate steps to protect the administration of the estate and the client’s position.