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Charity legacy disputes support

Resolving legacy disputes for charities

There are many specific factors which charities must consider when trying to resolve legacy disputes. If there are disappointed beneficiaries, personal representatives not carrying out their roles effectively or individuals fraudulently taking money from estates, your charity may unwillingly become involved in legacy disputes.

Seeking specialist dispute resolution legal advice at an early stage is often key to resolving matters as quickly and as cost-effectively as possible.

Charity legacy dispute support

Approach

Our clear, strategic and focused advice maximises the chance of your charity achieving a favourable outcome when resolving legacy disputes.

By working closely with your legacy team, we establish a balance between defending your position and settling a dispute, whilst our solicitors minimise your susceptibility to potentially damaging publicity of legacy litigation.

We understand that as a charity you are accountable for and have to justify costs you incur; therefore, we will explore a manner of different ways and solutions to bring a claim to an end in a suitable way to manage your needs and charitable requirements.

Understanding that the costs involved in taking a claim to court can be high, we frequently utilise alternative dispute resolution methods to prevent the escalation of fees.

Charity legacy dispute support

Experience

We work with several nationally-recognised charities, advising on a wide range of legacy dispute issues.

Our legacy solicitors frequently support charities in resolving legacy fraud, beneficial interest claims, Inheritance Act claims, proprietary interest claims and trustee and executor disputes.

Understanding that legacy disputes often involve multiple legal disciplines, our dispute solicitors are closely-supported by other specialist teams, such as our Wills, Probate, Tax & Trusts team, enabling solutions to be achieved collaboratively, promptly and efficiently.

Strongly believing that legacy dispute prevention should be your first priority, we regularly deliver workshops and training seminars for charity staff, raising awareness of important legal and practical issues whilst avoiding conflicts. In addition, we frequently support will writing schemes such as Free Wills Month and the National Free Will Network.