	Home

	Contact Us

	Why use a SFE member?

	What does it Cost?

	Information and Advice

	Fully funded NHS health care

	Join SFE

	Code of Practice

	Regional Groups

	EVENTS /DIARY

	Our History

	SFE Patrons

	Recruitment

	Complaints Procedure


	Forgotten your password?

Font Size:

home > regional groups > regional groups > wales south

Regional Group Meeting - Wednesday 12 October 2005

Solicitors for the Elderly

SEMINAR

PRESERVATION OF THE ASSETS OF THE ELDERLY – LOOKING AT LOCAL AUTHORITY FUNDING AND THE USE OF TRUSTS IN PROTECTING ASSETS

BY DAVID COLDRICK

3 CPD Points.

A JOINT LECTURE AND PRESENTATION WITH

THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS

WHEN Wednesday, 12th October 2005

2.00pm – 5.00p.m.

Registration 1.45 p.m.

WHERE The Holiday Inn, Castle Street, Cardiff CF10 1XD

Telephone. 08704008140

PLEASE NOTE THAT THERE ARE CAR PARK FACILITES WITH THE HOTEL, HOWEVER, FROM PAST EXPERIENCE IT MAY BE FULL IN THE AFTERNOON. THERE IS A CAR PARK IN SOPHIA GARDENS AND ALSO ONE IN WESTGATE STREET.

PLEASE ALSO NOTE THAT WESTGATE STREET AND CASTLE STREET WILL BE CLOSED AT 6.00pm FOR THE WALES v AZERBAIJAN FOOTBALL GAME.

WHO David Coldrick Partner at Wrigleys Sheffield

· His book 'Coldrick on Care Home Fees' published in 2005 has been very well

received by the profession. This replaces his previous book 'Protecting the Assets of Older People'.

· The second edition of his book 'Coldrick on Personal Injury Trusts' has just been published. The previous edition of this book was the first major work on all aspects of personal injury trusts

· He is Editor of Elderly Client Adviser magazine. He has also been a member of its Editorial Board since July 2001.

· He has also contributed articles to Tax Adviser (Chartered Institute of Taxation Journal.), Personal Injury Law Journal (Legalease), Trusts and Estates (Legalease), Taxation (LexisNexis) Financial Adviser (FT) Association of Personal Injury Lawyers Journal, Law Society Probate Section magazine, and many other publications.

· He has spoken at innumerable conferences including: Law Society National Probate Section Conference 2003, STEP London Conference May 2003, STEP Essex Conference May 2003, Solicitors For The Elderly National Conference 2003, SIFA national Conference 2002, local Law Society Talks, ICAEW Elder Care Conference 2002, and various CIT conferences. He has also lectured for CLT including at their 6th Annual Trusts Conference in January 2003 and will speak at their 9th in 2005. He will also be chairing the CLT Personal Injury Trusts Conference in 2005.

· He has also presented a paper to senior health and social services professionals at the Scientific Societies Lecture Theatre in October 2002 on the new Single Assessment Process for older people.

· He was appointed as the solicitor member to the Institute of Chartered Accountants of England and Wales 'Through Life Care Group' in July 2002. This national committee is seeking to enhance accountancy services for older people and carers and to generally support profile raising of elder care related issues.

· David was recently asked to be an examiner for the Society of Trusts and Estate Practitioners.

THE COURSE WILL DEAL WITH:

Local Authority Funding
Useful disregards and how to use them in practice
Notional Capital and deprivation of benefit
What the Local Authority cannot do
How Wills can be used to protect assets (with precedent)

The use of trusts to protect assets (including precedent)

FEE Attendance Fee

SFE/STEP member £55.00

Non member £75.00

Non member (voluntary organisation) £40.00

Cheques should be made payable to

SOCIETY OF TRUST & ESTATE PRACTITIONERS SOUTH WALES.

AND sent to:

David Jones

David Jones & Co.

3 Pantbach

Pentyrch

Cardiff CF15 9TG

029 2089 0725

david.jones@cta.org.uk

If you wish to become a member of SFE then please contact Rhys Thomas Emeritus Legal The Old Probate Registry Cardiff Road Cardiff CF5 2DQ (02929567836)

rhys@emerituslegal.co.uk

The lecture will be of interest to solicitors and other professionals including doctors, social workers, IFAs. Please mention it to any that you know and ask them to contact David Jones above:

If you would like to come please complete and return the attached page with payment to David Jones, David Jones & Co, Pantbach , Pentyrch, Cardiff CF15 9TG

PRESERVATION OF THE ASSETS OF THE ELDERLY AND THE USE OF TRUSTS

BY DAVID COLDRICK

JOINT PRESENTATION SFE/STEP

Wednesday, 12thOctber 2005, 2.00pm to 5.00pm.

The Holiday Inn, Castle Street, Cardiff, CF10 1XD

NAME ……………………………………………….

NAME OF FIRM ……………………………………………….

ADDRESS ……………………………………………….

……………………………………………….

TELEPHONE NO ……………………………………………….

E-MAIL ADDRESS ……………………………………………….

PLEASE TICK THE APPROPRIATE BOXES

I will be attending the seminar on 12 October 2005 at The Holiday Inn Castle Street, Cardiff CF10 1XD

I am /am not a member of SFE (please delete accordingly).

I am/ am not a member of STEP (please delete accordingly)

My membership number is …………………………….

I would also like to bring the following delegates :-

Name and address ………………………………………….member/non member

Name and address..…………………………………………member/non member

I enclose my cheque for the amount of £………………………

made payable to “Society of Trust and Estate Practitioners South Wales ”

I am unable to attend but would be interested in future meetings

Please complete and return this page with payment to:

David Jones, David Jones & Co. Pantbach, Pentyrch, Cardiff, CF15 9TG.