Unlocking contentious legacies: working with personal representatives, executors and trustees in difficult cases

Lucinda Ellen from Bates Wells will host this two-hour webinar addressing how charities can work effectively with personal representatives, executors and trustees to unlock legacies in contentious or technically complex cases.

We will cover:

• The relevant legal duties of a personal representative or executor when administering an estate;
• The rights of beneficiaries;
• The common situations that slow down the distribution of an estate;
• Liability and claims that can be brought against a personal representative or executor (including devastavit claims);
• Tools for facilitating the distribution of an estate in contentious cases, including the use of s.27 of the Trustees Act 1925;
• Top tips for working effectively and efficiently with personal representatives or executors on difficult cases; and
• Renunciation, removal and substitution.

This event is free to ILM members.