Sep 11 2020 9:15AM
Protecting Bequeathed Donations with a Solid Estate Plan
It happens all the time. You have a donor who has made it known that your charity will be remembered in his or her Will. But as the individual ages and mental acuity declines, loved ones of the donor step in and change those plans. What can be done to minimize this? It’s a delicate dance, but there are things you can suggest your donors do early-on to help ensure their wishes are met. Join attorney Ruth Fortune from the elder law firm Czepiga Daly Pope and Perri for a session where she’ll explain what needs to be done. You’ll learn about proper estate plan language, planning tools, and roles of fiduciaries. She’ll also discuss ways your donors can protect their estates (and ultimately your donations!) from Connecticut’s notoriously high long-term care costs.
Sep 11 2020 10:45AM
Feeling Uncertain about the SECURE Act?
Ed Abdelnour, Esq. with Bank of America Private Bank (formerly U.S. Trust Company) will take the mystery out of this new legislation.