Charitable Legacies - Drafting Pitfalls & Claims

Introduction

The Institute of Legacy Management has recently reported a ‘significant surge in legacies received by charities’ with a record high of almost 600,000 legacies being left to charities in the last year.

This webinar will explore the difficulties that can arise with legacies to charities in wills and some of the common drafting pitfalls that may lead to such a legacy failing, helping you avoid these for your clients.

The webinar will go on to discuss the ways such ambiguity can be resolved by the Personal Representatives (‘PRs’) in the administration of the estate, as well as various claims that often affect legacies to charities.

If you draft wills or administer estates containing charitable legacies, then this is the session for you.

What You Will Learn

The webinar will cover the following:

• Common drafting pitfalls that may lead to legacies to charities failing
• Resolutions available to PRs in the administration of the estate to ensure the charities receive their legacies were possible
• Claims against the Estate affecting charitable legacies
• Tips to ensure validity and straight forward administration

This webinar was recorded on 15th January 2025

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.