Rokkan v Rokkan & anr WTLR(w) 2021-10

Wills & Trusts Law Reports | Web Only

Graham v Lynch & ors WTLR(w) 2021-09

Wills & Trusts Law Reports | Web Only

Re Paw [2015] EWCOP 57

Wills & Trusts Law Reports | December 2015 #155

This was the application by ARW for an order appointing himself and two others, SJ and BQ, jointly to be deputies for property and financial affairs of his wife PAW who was unable to make decisions relating to her property. SJ and BQ were relatives of PAW who were close to her. ARW’s health had deteriorated since the application had been made and he was suffering from dementia.

The application was opposed by IW, one of ARW and PAW’s sons. IW objected to ARW being a deputy on the basis that he could not remember continuity of facts. IW objected to SJ on the basis sh...

Re ARL [2015] EWCOP 55

Wills & Trusts Law Reports | November 2015 #154

This was an application by the public guardian (OPG) for the revocation of a lasting power of attorney (LPA) for property and financial affairs.

ARL was born in 1929 and has resided in a nursing home since 5 September 2012. On 23 August 2012 she executed an LPA for property and financial affairs, appointing her adopted son (ICL) and her adopted daughter (JJT) jointly and severally as her attorneys. The LPA was registered on 30 October 2012.

On 18 July 2014, concerns were raised with the OPG regarding ICL’s management of ARL’s property and financial affairs. The ...

Re OL [2015] EWCOP 41

Wills & Trusts Law Reports | November 2015 #154

OL was born on 15 November 1937. Her husband died in 1993. She had three children: an elder son (ES) who is 53, a daughter (DA) aged 51 and a younger son (YS) aged 48.

OL used to live in a maisonette in Stockwell, London. In 2010, DA moved in with OL ostensibly to look after her. In 2011, OL was diagnosed with vascular dementia and on 17 July 2013 she suffered a stroke. According to ES, OL scored 8 out of 30 on a mini mental state examination on 21 August 2013, suggesting that she had severe cognitive impairment at that time.

On 19 October 2013, OL executed a lasting power ...

Public Guardian v SR & NC [2015] EWCOP 32 (Fam)

Wills & Trusts Law Reports | July/August 2015 #151

MC was born on 8 October 1937. Her husband died in 2004. She had two children: a son (NC) and a daughter (SR) aged 54 and 49 respectively.

On 12 June 2009, MC executed a lasting power of attorney (LPA) for property and affairs appointing NC and SR jointly and severally as her attorneys. The LPA was registered on 24 September 2009.

In October 2011, MC made a will leaving 95% of her estate to SR and the remaining 5% to NC. In March 2013, SR placed MC’s house on the market. NC suspected that SR was mismanaging MC’s affairs and on 22 April 2013 entered a restriction...

Julia Lomas v AK (Gift Application) [2014] EWCOP B11

Wills & Trusts Law Reports | June 2015 #150

This was an application by the deputy of an 11 year-old boy (AK) for a gift of £150,000 to be made by him to his parents from the damages awarded to AK under a settlement of a clinical negligence claim brought by his mother acting as his litigation friend against the local NHS Trust in 2009.

AK was born in October 2002 and suffers from cerebral palsy as a result of a prolonged period of hypoxia at the time of his birth. In 2009, the High Court approved a settlement in his favour of the clinical negligence claim. The settlement included a lump sum payment of £1,050,000 plus the fol...

XCC v AA & ors [2012] EWHC 2183 (COP)

Wills & Trusts Law Reports | November 2012 #124

DD has severe learning disabilities, little language, little comprehension of anything other than very simple matters and needs assistance with almost all aspects of her daily life. Her parents are from Bangladesh, but the family has been brought up in Britain and are British citizens. DD married AA (said to be her cousin) in 2003 in Bangladesh. AA eventually gained a spousal visa in 2009 and moved in with DD and her parents, sharing DD’s bedroom and bed. DD’s marriage came to the attention of the learning disabilities team of XCC, leading to concerns about her welfare. The police obtain...

SM v HM 11875043/01

Wills & Trusts Law Reports | March 2012 #117

HM was born on 3 April 2004 and suffered from cerebral palsy following injuries she sustained during her birth. She was likely to lack capacity on reaching 18 and it was agreed that the Court of Protection had jurisdiction over her property and affairs. Proceedings against the relevant NHS trust for damages were compromised in 2010. The level of compromise damages was much less than the real level of HM’s likely care needs owing to leading counsel’s advice that her claim stood only a 25% to 33% prospect of success.

On 10 September 2010, District Judge Ashton had refus...