By Jasmine Ivory
September 10TH, 2024
Charitable giving has long been part of our culture. It is not unusual, in fact common, to see wills which include a gift (a ‘legacy’) to charity.
I am often asked what does that mean for my case? How should we deal with this?
The short answer: No differently.
Whilst charities have a separate legal structure, they are a beneficiary in the same way as an individual and their interest is generally treated in the same way, save for tax considerations.
In our experience charity beneficiaries understand that behind every legacy is a family who has experienced a loss. They will want to be respectful of the Deceased’s wishes.
In a world that feels increasingly unpredictable, it is more important than ever to litigate thoughtfully in these types of cases and embrace the different perspectives of your opponents whether that be an individual or a charity.
Jasmine Ivory, Michelmores LLP
