Webinars by Practice Area
A Lasting Legacy – Charities as Beneficiaries
Available from: 01/02/2021
Roman Kubiak, partner and head of Legacy Protection Services at Hugh James, will discuss some of the common issues which arise in the context of wills and estates with charitable beneficiaries and how to deal with them. In doing so, and drawing on personal experience, Roman will look at:
- the types of issues which can arise;
- things for practitioners, legacy officers and trustees to consider; and
- practical steps including cy-près and applications to the Charity Commission for a scheme, ex gratia claims and relevant cases.
By the end of the talk, legacy officers, practitioners and trustees will have the tools necessary to:
- understand the likely issues which arise in the context of wills and estates with charity beneficiaries; and
- address any such issues.