Charities may find themselves facing litigation if they are the beneficiaries of an estate (whether they are the recipient of a specific gift or the residuary beneficiary of an estate.
This may be due to the fact that someone is challenging the validity of the Will or is making a claim for additional provision from the estate.
When facing potential litigation of this nature, charities must not only consider the merits of the claim, but also comply with the guidance set out by the Charity Commission.
Issues charities can face can include:
- defending Inheritance Act claims
- defending challenges to the validity of Wills / gifts
- disputes between charity trustees
- complying with Charity Commission guidance
- ‘ex gratia’ payments (a payment made by a charity that they feel is ‘morally right’)