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Charity Connect: Our legacy workshop series

Our free legacy workshop series is designed to give charity legacy officers the tools to enable them to deal with their caseloads with confidence, through interactive discussion, real life scenarios and take home desk reference guides.

The workshops will cover the day-to-day as well as trickier issues that legacy officers encounter, touching
upon recent developments to bring you up-to-date.

There is also an opportunity for networking and to catch up with others in the sector over breakfast.

In this workshop we will work through a scenario considering three different types of property issues which can arise on death including:

  • A claim for a property through proprietary estoppel by a surviving cohabitee
  • A claim for a share in property by way of common intention constructive trust with consideration as to how equitable accounting works
  • Risk management when occupied properties are left on a life interest trust

Date / Time: Thursday 7 March 2019 / 09:00 - 11:30

To register your interest in attending, please contact our Events Team.

HQ London office