Page 8 - Community Living Magazine 36-1
P. 8

legal: lasting power of attorney
       When power of attorney is invalid





       A lasting power of attorney granted more than a decade ago has been revoked by the courts,
       which found the person did not have the capacity to agree to it at the time. Anyone involved in
       making such an arrangement needs to get it right first time, advises Belinda Schwehr



              ore than five million people in   It also offers much-needed clarity on   The man at the heart of the case lived in
              the UK have lasting power of   what must be considered what people   a care home. In 2019, the home manager
      Mattorney agreements (LPA), a        should consider when setting up an LPA.   raised concerns with the OPG about the
       system used by families to manage their   In making his decision, Mr Justice Poole   management of his financial affairs. This
       loved ones’ affairs.                stated that “although it is not uncommon   triggered the court case.
        Given LPAs’ widespread use, it is                                         Back in 2009, however, everything
       significant that the court of protection                                 seemed in order. The man was over 18 at
       recently overturned one such agreement   The test for granting an LPA    the time the LPA was made, the correct
       granted to relatives in 2009 to a man    rests on more than merely       form was used, formalities were complied
       aged 60 at the time of the court hearing.                                with, the requirements for execution
       It was revoked when its validity came    knowing you need help and       under the regulations were met and the
       into question more than a decade after   going along with the idea that   OPG duly registered the LPA.
       being granted.                                                             His relatives said he did have capacity
        Why? The judge decided that the man,   this would be beneficial         then and that JH, the legal executive who
       who has a learning disability and                                        was the certificate provider (the
       schizophrenia, had lacked capacity at the                                independent person required to sign and
       time it was drawn up.               for the courts to determine past capacity   witness the document) at the law firm
                                           to execute an LPA, there is a dearth of   clearly assessed his capacity at the time.
       No capacity, no authority           published authority on the issue”.     The man’s relatives said he had
       If the man did not have capacity to   LPAs, introduced in 2007, enable a   deteriorated significantly since 2009
       execute the LPA, then no authority had   person (the donor) to grant someone they   because of the dual impact of having to
       been given to his relatives to manage   trust (the attorney) the legal authority to   move out of the family home and the
       his affairs.                        make decisions on their behalf if they lose   death of his mother.
        This judgment underlines that the test   mental capacity in the future.   Family members told the court of his
       for granting LPAs for property and finance   This attorney decides on issues about   love of the arts, his enjoyment of books
       matters rests on more than merely   the donor’s welfare, money or property.   (including at one point, a series of books
       knowing that you need help regarding   LPAs are legal documents and are   about Queen Victoria) and his pleasure in
       money and going along with the idea that   registered with the Office of the Public   playing the banjo.
       this would be beneficial.           Guardian (OPG).                        When he lived with his mother, for
                                                                                example, he would go to the shops by
                                                                                himself, sometimes to buy ingredients
                                                                                with which he would cook them both a
                                                                                meal. He used local buses.
                                                                                  Even now, they said, he remained
                                                                                independent in dressing, preparing and
                                                                                eating food, and with his personal hygiene.
                                                                                  The judge said that it was always
                                                                                necessary to consider what constituted
                                                                                “relevant information” in relation to
                                                                                executing an LPA.
                                                                                  A donor should understand what an LPA
                                                                                is, why they want to make it, who they are
                                                                                appointing as attorney, why they have
                                                                                chosen this person and what powers they
                                                                                are being given.
                                                                                  If a donor is able to retain this relevant
                                                                                information for only a short period, this
                                                                                does not mean they not able to such
                                                                                a decision.
                                                                                  To have the capacity to execute an LPA,
                                                                                the donor should be able to understand,   Van Tay Media/Unsplash
                                                                                retain and use the relevant information.
                                                                                  The degree of understanding needed to
      A person must understand the document and agree it expresses their intention and their choice  create an enduring power of attorney was

      8  Vol 36 No 1  |  Autumn 2022  Community Living                                          www.cl-initiatives.co.uk
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