Private client lawyers regularly come across legacies to charities, both when writing wills for clients, and dealing with probate and estate administration.
The processes that need to be followed in relation to charitable legacies are different in some respects to those where beneficiaries are family members. Charities employ professional legacy officers who are responsible for ensuring the charity receives its legacy, in the correct amount, as quickly as possible.
This webinar aims to dispel some of the common myths that arise when talking about charitable legacies in wills and probate, including:
After this session, you will:
Your CPD Certificate can be found in your Account.
Eleanor Evans TEP
Partner and Head of Trusts and Estates Administration • Hugh James
Eleanor is Head of the Trusts and Estates Administration department, a large team dealing with estates and trusts administration on behalf of financial institution and trust corporation clients. Eleanor is a specialist in wills, probate, tax and trusts, and is a full member of STEP (the Society of Trusts and Estates Practitioners). She is also a committee member of the STEP Wales branch.View Full Profile
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