Charitable Legacies - The Key Challenges for Probate Professionals
Type | Speaker | CPD Hours | Level |
---|---|---|---|
Webinar
|
1.00 | Intermediate |
Course Outline
Introduction
Research from Smee & Ford shows that 10,670 separate charitable organisations were named in wills made in 2021. This is the highest on record.
So far, the overall picture for 2022 is a positive one for charities, with a similar number of charitable estates reported already, 14% of probated estates with wills are charitable and around 1 in 5 wills containing a gift to charity in many areas of the southeast and west.
Legacy income makes up a huge part of a charities finances and continues to grow.
With that continues challenges for the charities which also need to be addressed. This has included a growing number of cases being determined by the Courts.
This webinar will take you through the various challenges that charities face when being left a legacy in a will.
What You Will Learn
This webinar will cover the following:
- Responsibilities of charity trustees - what role and duties do trustees have?
- Delegated authority - Official Receiver v Batmanghelidjh
- What are charity proceedings? Section 115 of the Charities Act 2011
- Claims arising out of legacies:
- Inheritance (Provision for Family and Dependants) Act 1975 - Illot v The Blue Cross
- Testamentary Capacity - Vegetarian Society v Scott
- Undue influence
- Knowledge and approval - Gill v RSPCA
- Fraud - Baines v Dixon Coles and Gill and Guide Dogs for the Blind Association v Box; HDI Global Specialty SE v Guide Dogs for the Blind Association; and Operation Hornet
- Construction and/or rectification - Knipe v British Racing Drivers’ Motor Sport Charity; Beasant v Royal Commonwealth Society for the Blind; and Re Harte
- Professional negligence in will drafting - Shah v Forsters LLP
- Removal of trustees - National Westminster Bank Plc v Lucas
- Statutory wills and lifetime gifts - PBC v JMA and Re MJL
- Requests for ex-gratia payments
- Application of the cy-pres doctrine
- Will trusts and lifetime trusts
- Challenging fees of professional executors
- Key considerations to consider when assisting charities with legacy disputes
This pre-recorded webinar will be streamed at 12:30pm on Monday 23rd January 2023 and will remain available to view by delegates who have registered by then for 90 days.
New: Enjoy unlimited 24/7 access to over 1396 webinars with an MBL Annual Webinar Subscription. Email [email protected] for details..
Book now
Added to basket
Webinar | 23.01.2023
Individual | 1hr
Charitable Legacies - The Key Challenges for Probate Professionals
CheckoutContinue Shopping
Jan 23 2023 | 1hr | Individual |