Claims against an estate

In partnership with

  • 43m
  • All Levels
  • Released 14th Nov 2022
  • Alexa Payet
  • Play Video
  • Play Trailer
  • Share the video
Ask a Question

An overview of common issues faced by charities when claims are issued against an estate of which they are beneficiaries

The presentation will provide an overview of claims commonly faced by charities in relation to estates of which they are beneficiaries and useful tips for charities to adopt when responding to claims brought against an estate.

The types of claims to be covered will include claims under the Inheritance (Provision for Family and Dependants) Act 1975 and claims against the validity of a will.

The webinar will address the need for charities to maximise the legacies left to them by generous donors while carefully weighing any action against the risk of negative publicity and the costs of litigation.

The webinar will provide guidance on how to effectively manage disputes to achieve the best possible outcome and will focus on the specific legal, ethical and practical considerations to take into account when making decisions before, during and after a dispute has arisen.

Resources:

Claims against an estate presentation

ILM Residuary Case File Documentation Factsheet for Professional Executors

Have a question? If you have any comments or feedback on this content, please get in touch.

Learning objectives:

  • How to effectively manage disputes and maximise charitable legacy income
  • How to weigh the costs with the benefits of litigation as well as the risk of negative publicity
  • Tips for the early resolution of probate claims
  • Key legal, ethical and practical considerations for charity disputes

Resources

Downloads

Your CPD Certificate can be found in your Account.

Alexa Payet

Partner • Bolt Burdon

Alexa regularly acts for individuals and charities in bringing and defending claims against estates, including claims for lack of capacity, want of knowledge and approval and undue influence.

View Full Profile

Have a question?

Recommended for you

Inheritance Act Claims
Private Client
Charities as Beneficiaries
Private Client
Featured
Varying the Disposition of Estates
Private Client
In partnership with Remember A Charity
Discerning disability discrimination claims
Business
In partnership with Clerksroom
Inheritance Act Claims
Private Client
Claims against an estate
Private Client
Charities as Beneficiaries
Private Client
Featured
Varying the Disposition of Estates
Private Client
In partnership with Remember A Charity

In partnership with

Sign up - get notified first of new content releases

Social Channels

© 2024 All rights reserved For Media Group Registered in England No. 13063455 VAT Registration Number GB367031995