Large Charities Group Meeting

Tuesday 21 November 2023

Online session 

This November, our free-for-members Large Charities Group Members Meeting will provide you with an opportunity to find out more about legacy disputes and help maximise charities income.

Why should I attend?

Join our speakers, Joanna Poole and Joseph de Lacey of Farrer & Co. Both act on a broad range of disputes for large charities and are frequently instructed on legacy disputes. They acted for the successful party in the Supreme Court in R v Agudas Israel Housing Association.

They will be joined by Kathryn Horsley, Director of Insight and Paul Browne, Head of Legacy Administration from Legacy Foresight, to discuss:

  • the value of legacies to charities and current market trends
  • how best to approach legacy disputes;
  • when to settle and when to fight; and
  • what can be done to manage reputational risk as cases develop

When and where?

  • 10:00 - 11:30am
  • Online training via Zoom - Joining instructions will be shared one week before the event day

Who should come along to this event?

All Finance Directors and COOs at charities where legacy donations make up their income. In particular, those wanting to understand the steps to manage risk and protect their legacy income in the context of a dispute when engaging with their Legacy Officer.

How do I book?

This session is free to all CFG members. Book below - if you have any issues contact events@cfg.org.uk.

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with up to 1.5 hours of CPD. For more details contact your association or email events@cfg.org.uk.

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

About CFG Special Interest Groups

This event is run as part of our Large Charities Special Interest Group. If this content is of value to you, then you may want to consider joining the Special Interest Group as a free-for-members benefit. This meeting is still freely accessible for members regardless of their inclusion in the Special Interest Group. 

 
Book now
Speakers

Joanna Poole, Partner, Farrer & Co

Joanna is a partner in Farrer & Co's Contentious Trusts and Estates team. She advises trustees, beneficiaries and charities on the full range of onshore and offshore contentious trusts and estates matters.

Clients come to Joanna for assistance with probate claims, claims under the Inheritance (Provision for Family and Dependents) Act 1975, constructive trust claims, proprietary estoppel claims and breach of trust claims. She has particular experience of defending the validity of trusts against third party attacks on grounds such as sham. She also advises on professional negligence claims against trustees, lawyers and accountants where there is a trust or estates angle.

Her offshore work has seen her advise in relation to proceedings in Jersey, Switzerland, Nevis, the Cayman Islands, BVI, Cyprus, Italy and Denmark.

Joseph de Lacey, Senior Associate, Farrer & Co

Joseph is a litigator who specialises in complex trusts, estates, Court of Protection, and charity disputes.

He has particular expertise in claims for breach of trust, applications for removal of trustees and protectors, Public Trustee v Cooper applications, inter-family disputes in relation to the ownership of valuable antiques and artworks and claims in relation to the administration of estates, including constructive trust and proprietary estoppel claims.

Joseph has acted in a number of highly contentious family trust disputes and is therefore familiar with the delicate balance that is required between protecting the client’s position and minimising damage to family harmony.

Joseph acted on one of the leading cases in relation to the role of protectors of trusts (Davidson & Anor v Seelig & Ors, [2016] EWHC 549 (Ch)).

Joseph was named as one of the Top 35 Private Client Lawyers Under 35 by eprivateclient in 2018.

Kathryn Horsley, Director of Insight, Legacy Futures

Paul Browne, Legacy Link

Programme
10:00 – 11:30
Prices
Charities - Members£0.00
Corporate - Members£0.00