December 3, 2020 – Probate Roadmap for Charitable Beneficiaries – Part Two

December 3, 2020 @ 12:00 pm – 1:00 pm
Virtual Meeting
Sara Nash

Probate Roadmap for Charitable Beneficiaries – Part Two

December 3, 2020

Kate Borkowski

When deferred gifts are turning into real money for your organization, you need to understand that transformation. Probate can protect charitable beneficiaries, IF you know how to navigate the process. Back by popular demand, Kate will expand on the basics from her talk last February.

What you’ll take away:

• A step-by-step knowledge of how the probate process works.

• Strategies to improve interaction with executors, personal representatives, trustees and other fiduciaries responsible for delivering charitable legacies following a death.

• An understanding of the rights and responsibilities of charitable beneficiaries in death-related administration of estates and trusts in probate.

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