Lunch and Learn session 1 – How to Save Restricted Legacies

Event details

Date: 30th September 2021
Time: 12-1pm
Venue: Online via Zoom
Who should attend: All those involved with legacies

This event has already happened.

Please join Foot Anstey for a virtual lunch and learn on “How to Save Restricted Legacies” on 30 September 2021 at 12- 1pm.

The team will explore:

  • wishes versus conditions;
  • types of restriction (to geography, services, or as permeant endowment);
  • problems that may arise;
  • risk and organisational impact; and
  • pragmatic solutions.

This will be an interactive session. Attendees are encouraged to bring their own lunch and take a break from their normal day to join on the chat with any questions and observations.

This is the first in series of lunchtime discussions to presented by Foot Anstey’s legacies experts.