The Essentials Programme: Unit 3 (two-day course)

Event details

Date: 28th November 2019 - 29th November 2019
Time: 9.45am-4.30pm
Venue: Michelmores, 12th Floor, 6 New St Square, London EC4A 3BF
Who should attend: Those new to legacy management or with responsibility for legacy income within their charities who have attended Units 1 & 2; Those wishing to learn more about contentious issues and non-English & Welsh jursidictions.

This event has already happened.

Please note, it is necessary to hold individual ILM membership to qualify for our member rate on all bookings

The ILM Essentials of Legacy Management course will guide delegates through the essential information required to manage legacies effectively within the charity sector.

Whilst each unit is a stand-alone course, the three units progress through from the basics of legacy giving and probate law, to more complex areas such as taxation, property and non-English & Welsh jurisdictions.

In each area, it is essential that this technical expertise is partnered with sensitive communication, and the “softer skills” required to fulfil the role will also be covered, through sessions on communication skills, dealing with bereaved people and influencing.


Day 1: Contentious Probate
This introduction to contentious issues will look at subjects such as inheritance, validity and capacity issues, undue influence and estoppel.

Day 2: Non-English & Welsh Jurisdictions
Many estates now comprise cross-border issues, whether within the UK itself, Europe or further afield. We will therefore look at the main areas legacy officers come across, with expert tuition from ILM Corporate Partners practicing in each jurisdiction.


  • Tony Cockayne – Michelmores
  • Peter Littlefield & Gavin McEwan – Turcan Connell
  • Jonathan Eshkeri – E&G Solicitors in Spain
  • Michael Graham & Jonathan Forrester – Cleaver Fulton Rankin