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Michael is providing care to Anthea a Greek woman who has always attended a religious group. Anthea has been making large donations to the group.

Michael is providing care to Anthea a Greek woman who has always attended a religious group.

Anthea has been making large donations to the group. This group has strong right to life views and is

anti-abortion.

A new religious leader seems to be making greater demands of Anthea. The leader visits Anthea one

day and starts to speak with her about her donating money to the religious group in her will. He tells

Anthea he will get someone to come and properly discuss this with her.

Michael overhears this conversation and provides Anthea with a brochure from State Trustees on

wills. Anthea takes the brochure, but it seems that she does not really understand the information.

Anthea's son, Theo, who is a regular visitor, asks Michael to keep an eye on Anthea and tell him about

any 'unusual' visitors she has and what discussions they have about money. Theo does not share his

mother's religious beliefs and is suspicious of the group's leader.

A week later, Michael notices that Anthea has a new visitor from the religious group. Michael

overhears their discussion although it is mostly in Greek. He thinks that the visitor is putting quite a lot

of pressure on Anthea to include the group in her will.

Michael mentions his concerns to a Greek speaking personal care worker colleague Anna, who offers

to chat with Anthea to find out if she is feeling pressured. After speaking to Anthea for a while, Anna

gives Anthea a business card. When Michael asks Anna about this, she tells him it is her husband's

business card. She says: "My husband's very good with older clients".

When Theo next visits, he asks Michael if any church people have been to visit his mother and

enquires about the will brochure and the business card, he has found in his mother's room

Question 13 Explain two potential legal issues raised in this scenario and describe what actions can

be taken by Anthea's son Theo through the State Trustees if he felt that Anthea is not able to manage

her money competently.

Question 14 List two (2) of Michael's legal and ethical responsibilities in this situation.

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Question 13 Potential Legal Issues and Actions Potential Legal Issues 1 Undue Influence Issue It appears that the new religious leader and another visitor from the religious group are exerting pressur... blur-text-image

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