A first-rate reputation, handling cases with calm diplomacy.
Charities may find themselves involved in litigation if they have been left a testamentary gift which is challenged, perhaps by a family member of the testator. We can advise not only on the merits of such a challenge and the strategy in response but also on the requirements for the charity to comply with guidance set out by the Charity Commission.
We are experienced in considering the specific factors which charities must take into account when considering potential settlements or ex gratia payments to family members or other persons whom the charity consider to have a moral claim to an estate.
Charitable organisations are often established as trusts. We can ensure the efficient removal, retirement and appointment of trustees within Charity Commission guidelines. We can also resolve disputes between trustees and advise on trustees’ duties. Where there has been a potential breach of trust, we can guide the charity on its options for dealing with that breach.
Advising charitable trustees on how to respond to the Charity Commission following an enquiry into a potential conflict of interest.
Securing a settlement for several charities as part of a group of disappointed beneficiaries who missed out on an intended testamentary gift due to the negligence of the solicitors preparing the will.