Will Writing And Charitable Gifts - Conversations In Action

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  • 1hr 12m
  • All Levels
  • Released 15th Jan 2024
  • Ian Bond and Gaynor Lanceley
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Join Ian Bond of Irwin Mitchell and Gaynor Lanceley of Shakespeare Martineau as they discuss practical conversations with clients about charitable legacy giving that take place throughout various different types of private client work - From writing Wills and powers of attorney, to Will-writing schemes, Ex Gratia payments, and ongoing advice to trusts clients create.

The session also explores the importance of building strong relationships with charity beneficiaries, and the conversations you’ll likely have whilst administering charitable estates.

Learning objectives:

  • To become familiar with some ways of raising the charitable option with clients.
  • To learn more about the types of gift charities can accept.
  • To better understand the importance of relationships between charities and solicitors.
  • To become familiar with some of likely areas where both charities and clients may require further advice when it comes to gifts in Wills.

Resources

Ian Bond

Lifestyle and Estate Planning Partner

Irwin Mitchell

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Gaynor Lanceley

Head of Legacy Administration

Shakespeare Martineau

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