Lunch and Learn: Life Interest Trusts session 2 – considerations where your charity is a PR or Trustee
Event details
Date: 23rd May 2022
Time: 1 - 2pm
Venue: Online via Zoom
Who should attend: All those involved in legacies
Please join Foot Anstey for their new series of virtual lunch and learn sessions on Life Interest Trusts.
The team will explore:
-
- Pros, cons and key risks of a life interest trust
- Context of creation:
- Will trusts and renunciations
- Dispute resolution
- Compliance
- Statutory compliance
- Trustees duties (in both an investment and property context)
This will be an interactive session using the Q&A function. Attendees are encouraged to bring their own lunch and take a break from their normal day to join what is hoped to be a lively discussion!