5 Questions a Charity Should Ask when presented with a Charitable Bequest

4801 Rockhill Road,Kansas City MO 64110

10 March, 2023

Description

Join us Friday March 10 -- IN PERSON ONLY - for a topic that is important to all gift planning professionals. Justin Whitney, Lathrop GPM, offers a unique perspective on how a charity can protect its rights during a trust and estate administration as an attorney that works with clients to make charitable bequests, administers charitable bequests after the donor's death and litigates disputes between charitable and non charitable beneficiaries in court. Learning Objectives include: Types of notices to expect under the Uniform Trust Code and how to respondTips for requesting a copy of the trust agreement and key provisions to look forRights to request an accounting and how to do itStanding for charities to participate in estate and trust administration hearingNoteworthy cases involving charitable trusts and more7:30 AM - Breakfast and Networking 7:55 AM - Announcements and Introductions 8:00 AM - Program Our Presenter: Justin Whitney, JD Justin Whitney focuses his practice on estate planning, probate and trust administration, trust and estate litigation, tax planning, and drafting of trusts, will and corporate documents. Just prepares basic and complex estate planning documents and implements sophisticated planning techniques on behalf of his clients. He also assists high net worth individuals and closely-held businesses with business succession planning and tax planning, including the formation of corporations, partnerships and limited liability companies, and structuring of corporate reorganizations and recapitalizations. Recommended for: Allied ProfessionalsAttorneysBoards of DirectorsCPAsConsultantsEstate planning professionalsFinancial PlannersNonprofit StaffsTrust OfficersVolunteers