Advanced Essentials In Focus – Delegated Authorities and Instructing Solicitors

Event details

Date: 7th April 2022
Time: 10am-12pm
Venue: Online via Zoom
Who should attend: All those involved in legacies

This event has already happened.

This two-hour online course will be presented by Sarah Bolt of Hugh James and Matthew Lagden of ILM.

Delegated Authorities: Legacy Officers are often exercising powers delegated to them by their Trustees. This session will explore the limitations of these powers and show you how to ensure that you are operating efficiently and within the law.

Instructing Solicitors: All legacy officers will have to instruct solicitors at some point in their career. This session will show you how to do it well, saving on costs and making it more likely that you will achieve the outcome you want.

Spaces are strictly limited, and the course will be fully interactive, enabling delegates to ask questions and share any issues and ideas during the session.