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

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

Tips, traps and common mistakes to avoid when accepting a bequest

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Kauffman Foundation Conference Center 4801 Rockhill Road Kansas City, MO 64110

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Refund Policy

Refunds up to 7 days before event
Eventbrite's fee is nonrefundable.

About this event

  • 1 hour 30 minutes
  • Mobile eTicket

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 respond
  • Tips for requesting a copy of the trust agreement and key provisions to look for
  • Rights to request an accounting and how to do it
  • Standing for charities to participate in estate and trust administration hearing
  • Noteworthy cases involving charitable trusts and more

7:30 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 Professionals
  • Attorneys
  • Boards of Directors
  • CPAs
  • Consultants
  • Estate planning professionals
  • Financial Planners
  • Nonprofit Staffs
  • Trust Officers
  • Volunteers