Legacy Management: latest developments December 2022
Insight
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.
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.
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
