Wednesday 6th December ELA Skills Workshop - A – Morning Session 10.00-11.30 

Bequests: Dealing with the spectre of predatory marriage & wills. 
The topic that is gaining more attention as the baby boomer generation reaches its seniority.  Using first-hand insight from legal practitioners, barristers and charity legacy managers, this session will draw on recent cases to offer support, clear guidance and practical solutions on how to navigate through these problematic cases.  
Using case studies and interactive breakout sessions, this workshop will examine: 

  • How your charity can identify financial abuse before and after death - The red flags to watch out for  
  • Recent case study examples and outcomes 
  • How can cases be investigated without risking your charity’s reputation? 
  • Managing the relationship with the donor’s wider family & other charities affected 
  • What measures (if any)  can be taken to warn or protect your donors?  
  • The appropriate retention of data provided by legacy pledgers 

Sarah Arnold, Senior associate, Penningtons Manches Cooper LLP
Giles Hall, Senior associate, Penningtons Manches Cooper LLP
Sam Rose, Managing associate, Penningtons Manches Cooper LLP

SOLD OUT - Wednesday 6th December ELA Skills Workshop  - B – Afternoon Session 14.00-15.30 SOLD OUT



Best practise: Working with the bereaved – external & internal communication and safeguarding for legacy administrators. 
No-one involved in legacy administration should underestimate impact of working with the recently bereaved. This unavoidable emotional element adds to the already substantial legacy administration workload – and can often influence relationships with lay executors.   
For the legacy professionals involved, being regularly in contact with the grieving can have a significant personal impact on them and their general wellbeing.   
Using case studies and personal insight, two experienced practitioners from the sector will look at: 

  • Identifying the key touchpoints between legacy professional and the bereaved 
  • Balancing the roles of diplomat, grief counsellor, house move specialist, family dispute mediator.  
  • Managing relationships with lay execs who’ve been touched by recent bereavement.  
  • Anticipating frequently seen behaviours and & practical solutions on how to manage them. 
  • Communication best practise – email / phone / third party comms and following an adaptable timeline. 
  • Safeguarding yourself & your team members – practical measures when working in emotional situations

Carolyn Jones - Legacy Officer - University of Liverpool
Caroline Reynolds, Legacies and projects Officer, University of Oxford
Heather Lawler, Solicitor and Senior Legacy Officer, British Red Cross