Lunch and Learn session 2 – The pros and cons of accepting the role of executor

Event details

Date: 17th November 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 session.

The team will explore:

    • Times when you may be asked / apply to act as PR;
    • Factors you should take into consideration including;
      • power to act
      • delegated authority
    • The pros and cons of acting as PR and as trustee including:
      • where the Estate includes property (and let property);
      • where the Estate is low value;
      • where there is a potential claim
    • 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 what is hoped to be a very lively discussion!