Doing it by the book

Your charity is left a legacy by someone you don't really want to be associated with – a convicted sex offender, perhaps. Should you reject the gift? Can you reject it? What questions should you ask, and what procedures should you follow to protect your charity?

Poorly drafted Wills create more than their fair share of problems. A comprehensive case study will cover all the bases – construction (asking the court to interpret the Will), rectification (asking the court to correct the Will), and professional negligence (who pays to sort it out?). And when are you allowed to consider external evidence such as the Will file? A panel of experts (two members of the team at Wilsons and two specialist barristers) explore the issues and offer practical advice, in an interactive case study.

Ex gratia payments. When can you/can't you/should you make them? We look at what legal changes are coming up, and offer useful tips on how to handle ex gratias correctly and avoid the pitfalls.

A review of the changes affecting legacies, brought about by the Charities Act 2022. What changes should the Act make to your day-to-day caseload?

An up-to-the-minute overview of the state of the residential property market, from Berrys.

And we review highlights from important cases, decided over the past twelve months, which affect your workload. We'll look at the helpful cases and see if you can limit the damage from the less helpful ones.

All that, and lunch and networking too. Do come! We look forward to seeing as many of you as are able to attend.