| | | | PLEASE BE AWARE COURSES MAY BE SUBJECT TO CHANGE HOWEVER AS MUCH NOTICE AS POSSIBLE WILL BE GIVEN | | | | | | | | | | | | | | | | | | | |
| | | | | | | | | | | | | | | | | | | | 2011 | | | |
| | CONTINUOUS | | SEPTEMBER 2010 | | | | OCTOBER 2010 | | | | | NOVEMBER 2010 | | | DECEMBER 2010 | DECEMBER 2010 | | | JANUARY 2011 | FEBRUARY 2011 | MARCH 2011 | MAY 2011 |
| Date: | | | 8th September | 15th September | 16-17th September | 30th September (Day 1) | 1st October (Day 2) | 13th October | 14th October | 19th October | 20th October | 3rd November AM | 3rd November PM | 17th November | 1st December | 3rd December | 13th December | 15-16th December | 20th January | 3rd February | 17th March 2011 | 20th May 2011 |
| Event: | ILM Certificate in Charity Legacy Administration
(In association with The College of Law) | | Legal Update with Mishcon de Reya
4 CPD hours
|
***FULLY BOOKED - CONTACT NICHOLA TO BE PLACED ON THE CANCELLATION LIST***
FREE Blake Lapthorn Lunchtime Workshop
| Intermediate Legacy Administration | Beginners' Legacy Administration | Beginners' Legacy Administration | CICLA Revision |
NON-CONTENTIOUS PROBATE
Advanced Probate Administration | FREE Blake Lapthorn Lunchtime Workshop
| Henmans LLP in association with ILM
Regional Charity Legacy Officers' Meeting 2010 | Indemnities | Small Charity Forum | Beginners' Inheritance Tax | FREE Blake Lapthorn Lunchtime Workshop
| Advanced Inheritance Tax | Scottish Probate & Succession | Advanced Legacy Administration | Withers' Legacy Labyrinth | Withers' Legacy Labyrinth | Wilsons' Annual Charity Legacy Officers' Seminar | ILM Annual Conference |
| Location: | Home study | | Mishcon de Reya's London offices | Blake Lapthorn's Farringdon offices, London
12.30pm - 2.30pm | Blake Lapthorn's Farringdon offices, LONDON
Both Days | British Red Cross Society, Moorgate London | British Red Cross Society, Moorgate London | | Children's Society, London | Blake Lapthorn's Farringdon offices, London
12.30pm - 2.30pm | Henmans LLP
5000 Oxford Business Park South
Oxford
OX4 2BH
10.00am - 4.30pm | British Red Cross Society, Moorgate London | British Red Cross Society, Moorgate London | British Red Cross Society, Moorgate London | Blake Lapthorn's Farringdon offices, London
12.30pm - 2.30pm | British Red Cross Society, Moorgate London | National Galleries of Scotland, EDINBURGH | Arthritis Research UK, LONDON OFFICES, Portland Place | Withers' Offices, Old Bailey, London | Withers' Offices, Old Bailey, London | | CBI Conference Centre, London |
| Cost: | £830 | | ILM Members: £90
Non-Members: £110 | FREE TO ALL MEMBERS
including lunch | ILM Members £290
Non-members £380 | ILM Members £290
Non-members £380 | See previous column | Free to all Level 2 & 3 students | ILM Members £170
Non-members £210 | FREE TO ALL MEMBERS
including lunch | ILM Members: £85
Non-Members : £105 | ILM Members: £90
Non-Members: £110 | ILM Members: £90
Non-Members: £110 | ILM Members £170
Non-members £210 | FREE TO ALL MEMBERS
including lunch | ILM Members £170
Non-members £210 | ILM Members £170
Non-members £210 | ILM Members £290
Non-members £380 | See Withers' mailings | See Withers' mailings | See Wilsons' mailings for details | TBA |
| Content: | Professional study | | Now that the "conference season" is over, what changes have occured in the last six months not just in probate law, but in the areas surrounding and therefore impacting upon it.
Led by Mark Keenan and colleagues from Mishcon de Reya, this is an ideal opportunity to catch up with developments as well as obtain those much needed CPD points!
Speakers and subjects include (subject to last minute alterations)
- Reputation Protection & Fraud
- ‘A Quick Guide to Reputation Protection and Crisis Management for Charities’
Emma Woollcott - Associate, Mishcon de Reya
- ‘Fraud against Charities: Action and Avoidance’
Ariel Vegoda - Solicitor, Mishcon de Reya
Legal Update
‘The Future of Proprietary Estoppel’
‘Compromise and Settlement for Charitable Beneficiaries’
Zoë Barton – Barrister, Selborne Chambers
Actuaries
‘What do Actuaries do and how can they help Charities?’
Dr John Pollock – Partner, Pollock & Galbraith
Art & Law
‘Forgery, Fraud and Theft in the Art World’
Karen Sanig - Partner, Mishcon de Reya
& Amanda Gray - Solicitor, Mishcon de Reya
‘Fine Art & Antiques: Market Update’
Clive Stewart-Lockhart - Deputy Chairman, Dreweatts 1759
& Rupert Powell – Managing Director, Bloomsbury Auctions
Summary of key points
Tony Morton-Hooper - Partner, Mishcon de Reya
17.00 -18.30 Drinks Reception
| The next in our regular workshops in association with Blake Lapthorn.
Subject matter: LEAD CHARITIES AND BEST PRACTICE. | Updated to meet current concerns, the next in our twice yearly course featuring a day's introduction to contentious probate with Blake Lapthorn; half a day on property issues with Nichola Sims (for when houses start to sell again!) and a half day covering issues such as cy pres schemes and the Royal Sign Manual | The final outing for 2010 of this essential course for all new recruits into the legacy sector.
The first level of the ILM Core Programme sees the first day spent looking at probate law and charity practice, with the second day spent implementing that knowledge and experience from the office in a day long case study.
Further details can be obtained from Nichola Sims, Training Manager at nichola@ilmnet.org | The final outing for 2010 of this essential course for all new recruits into the legacy sector.
The first level of the ILM Core Programme sees the first day spent looking at probate law and charity practice, with the second day spent implementing that knowledge and experience from the office in a day long case study.
Further details can be obtained from Nichola Sims, Training Manager at nichola@ilmnet.org | | ILM is launching an Advance Probate Course. The course will be run by solicitors from Wilsons Solicitors LLP. This full day course will focus on primarily non-contentious issues which legacy officers often encounter but which are not covered on other courses. The topics covered include:-
• Formal validity of Wills under the Wills Act 1837.
• Proving copy Wills (where the original has been lost) and reconstructions of Wills (where even a copy cannot be found).
• Rectification and construction of Wills.
• Types of grants including interim grants.
• Applications under s.116 Administration of Estates Act 1925 – passing over named executors.
• Oaths for executors and administrators.
• Issues surrounding executors including death, appointment, removal, renunciation and intermeddling.
• The Non-contentious Probate Rules including caveats and citations.
• Advanced grossing up, including Re: Benham calculations.
• Accounting issues, including common problems such as executors’ expenses, administration charges etc.
This course is aimed at the experienced Legacy Officer/Manager who wants to get a handle on these often tricky topics. | The next in our regular workshops in association with Blake Lapthorn.
Subject matter to be advised nearer the time in order to respond to current issues. | This ever popular annual event run by the team at Henmans LLP at their Oxford offices.
This year, delegates will benefit from the following sessions and expert speakers:
Giles Harrap, Pump Court Chambers
- Issues in Inheritance act claims
Melissa Ewen/Nigel Roots, Henmans LLP
- Death of a shareholder/problems with partnerships
Stephen Brett, Henmans LLP
- Greasing palms – an assessment of the scope of the Bribery Act
Nigel Roots/Robert Foster (TBC), Henmans LLP
- The perils of Will writing companies
Afternoon Workshops:
Jane Robinson and Mark Drasdo, Henmans LLP
- Planes, trains and automobiles - dealing with the practicalities and taxation of unusual assets
Angela Bowman, Henmans LLP and Giles Harrap, Pump Court Chambers
- Where there’s a Will there’s a family dispute? Family provision (adult children) and due execution
Nicola Boaden and Esther Stirling, Henmans LLP
- Property workshop - Issues surrounding occupation and use of property and how to resolve them
| A half day session led by Paul Hewitt of Withers LLP looking at what, when, how and why?
What an indemnity does;
When should you issue one;
What should an indemnity say to protect yourselves as well as those you are indemnifying;
What to do if you don’t feel able to issue one and executors won’t distribute.
This course is essential for anyone asked to issue indemnities on behalf of their charity and who does not have a policy in place or for anyone who feels their policy may in fact not offer the protection required. | The second of this year's sessions aimed at our smaller charity members to allow delegates the opportunity to discuss issues which affect them but which may not have any relevence to larger charities within ILM's membership.
Facilitated by ILM, the discussion will be group led to allow delegates to share experiences, frustrations, success stories and seek assistance on any areas in which they are struggling.
ILM aim to make this workshop a twice yearly event. | This twice yearly course, run alongside the ILM Core Programme to give all ILM members a fighting chance at understanding Inheritance Tax!
Looking at when and why it is incurred, together with correct apportionment, this course is essential not only for newer members of ILM but also longer standing ones who may be grateful for a recap. | The next in our regular workshops in association with Blake Lapthorn.
Subject matter to be advised nearer the time in order to respond to current issues. | The annual presentation of this popular and important course , looking in greater depth at Inheritance Tax and the various issues such as the transferable NRB, Taper Relief, Agricultural Property Relief and anything else remaining or added in Budgets throughout 2010! | The first ILM course to be held in Scotland.
This course, run by Turcan Connell, will look at Scot's succession law and charity governance as ILM seek to assist charities through the United Kingdom.
Run by Peter Littlefield and Gavin McEwan of Turcan Connell, this course will look at the issues affecting bequests in Scotland such as legal rites together with specific factors affecting charities who come under the governance of OSCR.
There will also be a brief introduction to English and Welsh probate law to provide an insight into the differences between the two jurisdictions and the specific requirements of English probate law. | Two days to include a day of contentious probate with Peter Steer and James Aspden of Wilsons LLP, together with another day led by Helen Hoare (CRUK, ILM Training Director) looking at the issues surrounding legacy administration and more technical areas of both probate and management | See Withers' mailings for further details | See Withers' mailings for further details | | Programme and speakers to be confirmed but with the usual mix of presentations, workshops and networking.
Not to be missed! |
| Relevance to experienced Legacy Manager: | High | | High | | Low | Low | Low | | High | | High | High | Medium | Medium | | High | High | High | | | High | HIgh |
| Relevance to Senior Legacy Asst: | High | | High | | High | Low | Low | | High | | High | High | High | High | | High | High | High | | | High | High |
| Relevance to Junior Legacy staff: | High | | High | | High | High | High | | Medium | | High | Medium | High | High | | High | High | High | | | High | High |
| CPD points: | No | | 4 CPD | | | | | | | | 5 CPD | | | | | | | | | | | |
