Core programme – Advanced Legacy Management
Date: 7th – 8th December 2017
Time9.45am – 4.30pm
Venue:
 
TBC, London
Who should attend
Those who have attended the first two parts of the ILM Core Programme; any other interested parties
Cost
ILM Members £345; Non-members £445

Speakers:

Chris Millward, ILM

Chris joined ILM as a Director in 2014.  He became CEO in July 2015.  He has over 10 years experience in managing charity legacy fundraising and administration.  He has worked for Macmillan Cancer Support and Save the Children.  He was Chair of Will Aid for three years and a member of both the Institute of Fundraising’s Special Interest Group for Legacies and In Memory Committee and Remember a Charity’s Campaign Council.

Gaynor Jackson, Ward Hadaway

Gaynor has more than 20 years of experience working with charity legacy officers.  Gaynor recalls that her first charity legacy meeting was with the late, great Hector Mullins who was instrumental in introducing Gaynor to the wider charity legacy community.

Gaynor advises charities on a wide range of legacy issues including trust and estate disputes, inheritance claims and accounting for estate administrations where there may be a problem with regard to fees, the burden of tax or a failure by the executors or trustees to properly account for the funds due.

Those of you who are regular readers of the ILM Newsletter will be familiar with the ‘Gossip with Gaynor’ column and many of ILM’s members attend courses to listen to Gaynor talk about the taxation of trusts and estates (double grossing-up being a particular favourite) and the administration of estates generally.

Gaynor is recognised as a leading expert in independent legal directories Legal 500 and Chambers & Partners and is a recognised Private Client expert in Legal Experts Directory 2011.

Fiona Campbell-White, Wilsons

Fiona specialises in advising on disputes involving legacies (covering the entire range of probate claims, claims for the rectification of Wills and claims under the Inheritance (Provision for Family and Dependants) Act 1975) and disputes arising during the course of the administration of trusts and estates (in particular, claims arising as a result of the way trusts and/or estates have been/are being administered).

Fiona began specialising in contentious probate work in March 2006 when she joined Henmans.  Prior to that, Fiona worked for Nabarro (with whom she qualified as a solicitor in 1997) as a commercial litigator. Fiona joined Wilsons as an Associate Solicitor in January 2009 and became a Partner in 2012.

Fiona has particular experience in acting for charities, having first advised them in the 1990s on a wide variety of general contentious matters (from governance issues to contract/tort disputes), with her more recent focus being on legacy and probate administration disputes.

Charlotte Watts, Wilsons

Charlotte advises on contentious trust and probate and legacy administration problems, including Inheritance (Provision for Family and Dependants) Act 1975 claims (the “Inheritance Act”), Will validity, construction of Wills, problems with executors ad trustees, proprietary estoppel and the Non-Contentious Probate Rules as well as ex gratia claims, lost Wills, joint bank accounts and lifetime gifts.  Charlotte also regularly advises on proceedings in the Court of Protection including Statutory Will applications (where the court makes a Will for a person who does not have the mental capacity to make his own Will) and has a special interest in this area.  She is committed to resolving disputes in a sensitive and tactful way, being mindful that they can be extremely difficult emotionally as well as financially.

Charlotte trained with Wilsons and qualified in September 2005.  She has been a partner since 2013.

Description:

A two day course featuring Gaynor Jackson of Ward Hadaway Solicitors looking at niche areas of probate such as intestacy and indemnities; contentious probate with Fiona Campbell-White and Charlotte Watts of Wilsons LLP; and workshop discussion with Chris Millward, CEO ILM.

Advanced Legacy Management
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