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Legacy Management: latest developments December 2022

Insight

Water abstract

A Lasting Legacy

A Lasting Legacy is a new campaign brought to you by Farrer & Co’s contentious trusts and estates team.

With the help of leading psycho-geriatrician Professor Robin Jacoby; barrister and Judge, Penelope Reed KC; and Charity Director of Age UK, Caroline Abrahams CBE, we examine the mental health issues that impact will-making by those who are vulnerable, explore the extent to which the law in this area has stood the test of time in the face of an ageing population, and consider what more the legal industry can do to empower the vulnerable to have a say in the legacy that they leave.

Litigating legacies: uncharitable territory?

Our contentious trusts and estates team provide a refresher on how to balance the charity trustee’s conflicting duties to defend legacies left to charity and to protect the charity’s reputation and future legacy income.

read more here

Charity Commission’s powers of disqualification

Sara van der Pas, associate in our charities team, explores the Charity Commission’s powers to disqualify a person from holding office as a charity trustee or being employed in a senior management position within a charity, following two recent cases.

read more here

If you require further information about anything covered in this briefing, please contact Henrietta Mason, or your usual contact at the firm on +44 (0)20 3375 7000.

This publication is a general summary of the law. It should not replace legal advice tailored to your specific circumstances.

© Farrer & Co LLP, November 2022

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About the authors

Henrietta Mason lawyer

Henrietta Mason

Senior Counsel

Henrietta specialises in disputes about trusts and wills and has been consistently praised in legal directories for her technical and strategic excellence.

Henrietta specialises in disputes about trusts and wills and has been consistently praised in legal directories for her technical and strategic excellence.

Email Henrietta +44 (0)20 3375 7468
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