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Charitable Gifts for Elderly Clients

Elderly clients are often more inclined than the younger generation to make charitable gifts in their Wills; the reasons for this are varied. They may have a larger estate with fewer dependents; they often have personal experience of charities e.g., through relatives suffering disease and receiving help from a particular charity.

Surviving spouses who are childless may be particularly interested in charitable bequests and the solicitor needs to advise appropriately on the various options and pitfalls.

In this article Emma Chamberlain discusses some of the common issues that can arise.

1 November 1997

Elderly clients are often more inclined than the younger generation to make charitable gifts in their Wills - the reasons for this are varied. They may have a larger estate with fewer dependents; they often have personal experience of charities e.g., through relatives suffering disease and receiving help from a particular charity.

Surviving spouses who are childless may be particularly interested in charitable bequests and the solicitor needs to advise appropriately on the various options and pitfalls.

In this article Emma Chamberlain discusses some of the common issues that can arise.

1. Clarity of subject matter.

It is surprising how many gifts to charities in Wills are unclear - for example, the charity name is wrong or it is not clear whether the gift constitutes permanent endowment. For example, the client may want to give £50,000 to a particular charity. It needs to be established by the solicitor whether the client wants that £...

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