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20 January 2020 | Podcasts | Article by Roman Kubiak TEP

HJ Talks About Charities: Legacy giving – 5 things charities should consider in 2020


HJ Talks About Charities: Legacy giving - 5 things charities should consider in 2020

Roman Kubiak, Head of Contested Wills, Trusts and Estates and Vlad Macdonald-Munteanu, Associate, discuss their recent activities, from charity collecting with Macmillan to supporting the WCVA Welsh Charity Awards.

Roman’s recent attendance at a panel session -Securing the Future of Legacy Giving at Marie Curie, part of their One Love Fundraising Festival, sees them both look at 5 hot topics when it comes to legacy giving for charities:

  1. Key factors and trends which have given rise to legacy disputes over the past ten years.
  2. Targeting the younger generation through the new and cutting-edge online wills offering.
  3. Managing brand and reputation, following the negative publicity from the recent sector scandals; Olive Cooke, President’s Club and Oxfam.
  4. The need for charities to protect, secure and recover assets properly belonging to them and the duty for both charities and their trustees to bring and defend legal proceedings where the circumstances justify it.*
  5. How people leave their legacies: restrictive gifts in wills and the dangers when not drafted correctly.

*Check out this useful guidance note from the Charity Commission to help trustees faced with potential litigation: Charities and litigation: a guide for trustees

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Author bio

Roman Kubiak is a partner and head of the market leading Contested Wills, Trusts and Estates team.

He advises across the whole spectrum of private wealth disputes, with a particular focus on high value, complex and cross-border disputes including: trust disputes, breach of trust claims and applications to remove trustees; will disputes, particularly those with an international element; claims under the Inheritance (Provision for Family and Dependants) Act 1975; and claims for equitable relief under proprietary estoppel, constructive trusts and resulting trusts.

Author bio

Roman Kubiak is a partner and head of the market leading Contested Wills, Trusts and Estates team.

He advises across the whole spectrum of private wealth disputes, with a particular focus on high value, complex and cross-border disputes including: trust disputes, breach of trust claims and applications to remove trustees; will disputes, particularly those with an international element; claims under the Inheritance (Provision for Family and Dependants) Act 1975; and claims for equitable relief under proprietary estoppel, constructive trusts and resulting trusts.

Disclaimer: The information on the Hugh James website is for general information only and reflects the position at the date of publication. It does not constitute legal advice and should not be treated as such. If you would like to ensure the commentary reflects current legislation, case law or best practice, please contact the blog author.

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