Women in Wills, a group which fosters collaboration between women across the wills and probate sector, held a networking lunch at The Jockey Club at Exeter Racecourse on Thursday. The focus of the meeting was charities and legacies.
Speaking at the event was Lucy Gill of Foot Anstey LLP. Lucy has acted for large national charities for 16 years and is also known for her work with private clients. She dealt with the reported case of Goss-Custard and another v Templeman and others  EWHC 636 (Ch) where she advised the successful claimant beneficiaries of the late Lord Sydney Templeman’s estate in a Will validity dispute.
Lucy explained legacy management and legacy income, as well as the role of a Legacy Management Officer. This involved a detailed appraisal of what they do and the part they play in estimating legacy income.
Issues surrounding contentious matters were also explored, with Lucy running through the key considerations for executors and trustees. She went on to explain property sales and charities, including the role of the Charities Act and Section 119 reports. She concluded the session with a Q&A with attendees.
The charity supported at Thursday’s event was Balloons, for whom £150 was raised. Balloons works with pre-bereaved and post-bereaved children, young people and their families in Exeter, Mid and East Devon. Nicola Clarke, CEO of Balloons, spoke with attendees and shared the following video:
Before #TomDaleyHomecoming, @TomDaley1994 visited Balloons.@fund4balloons provide support & advice for bereaved young people, their schools & their families.
Donate and support Tom, and help us continue to fund community projects like Balloons. https://t.co/2NjyRI8yR1 pic.twitter.com/rhHKvZNZE6
— Comic Relief (@comicrelief) February 17, 2022
About Women in Wills
Starting out with just 17 members, Women in Wills now boasts over 1000 members on LinkedIn and is a source of friendship and knowledge sharing. To get involved, you can join the group here: https://www.linkedin.com/groups/13780941/
For further details and to register your place, please visit the Women in Wills website.
About Lucy Gill
Lucy created and leads the Legacy & Trust Disputes team at Foot Anstey LLP. Lucy has acted for large national charities for 16 years. The team is recognised nationally for their contentious probate work for charities as well as specialists in administering estates for charities and supporting charities with their management of legacy income.
Lucy has an advisory relationship with the Legacy Managers of her charity clients where she understands their business, their challenges and works alongside them in managing their risk and maximising their income.
Lucy is also known for her work with private clients. She dealt with the reported case of Goss-Custard and another v Templeman and others  EWHC 636 (Ch) where she advised the successful claimant beneficiaries of the late Lord Sydney Templeman’s estate in a Will validity dispute. During his career as a Judge, Lord Templeman was responsible for developing the law and best practice for solicitors drafting Wills. The issues arising in those cases were relevant to the dispute about his last Will. In March 2020, the Honourable Mr Justice Fancourt found in favour of her clients, upholding the validity of Lord Templeman’s last will.
Lucy is a member of ACTAPS (Association of Contentious Trusts and Probate Specialists) and she has completed the STEP diploma in Trust Disputes.