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It is quite common for charities to be a beneficiary within an estate, either receiving a pecuniary bequest, a specific bequest, as a residuary beneficiary or as a remainderman of a life interest trust. It is also becoming familiar for charities to be appointed as personal representatives.
This session will look at what should be taken into consideration whilst the testator is alive, to prevent any issues which could arise post death.
We will then concentrate on the practical considerations when administering the estate, communication and expectations.
We will also touch on the taxation issues which can arise and cause issues.
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Solicitor • Bolt Burden
I have practised in the field of Private Client for over 14 years. I act on behalf of executors, administrators, trustees, attorneys and individuals seeking to plan their lifetime affairs, with particular emphasis on complex probate matters and those matters including charitable executors and beneficiaries. I am a full member of the Society of Trusts and Estate Practitioners (STEP) and I am also the Regional Director for the London Regional Group of Solicitors for The Elderly.View Full Profile
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