November 1, 2018 – Practical and Legal Issues in Estate Settlement: How to Optimize Your Organization’s Yield

November 1, 2018 @ 8:30 am – 9:30 am
The Willows on Westfield
6729 Westfield Blvd
IN 46220
Sara Nash, CAE

Gift planners need to be aware of challenges and opportunities related to estate settlement, even if they aren’t in charge of the process. If things aren’t going well, your donor’s may not ever be completed. Panelists will discuss what happens when a donors dies, including things like rights and responsibilities of charitable beneficiaries, what to expect during the will/trust administration and protecting the charity’s interests, collecting retirement plan and insurance assets, terminating life income gifts and retained life estates, fulfilling donor intent, when to hire an attorney, and continuing stewardship. 

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