Case Studies and a Candid Conversation Between a Fiduciary and a Charitable Bequest Administrator

Fred and his co-presenter will offer real-life examples from the administration of estates and trusts to help charitable beneficiaries better understand their rights and responsibilities when an estate or trust gift they have been cultivating for years has “matured” as a result of the donor’s death. They will help planned giving professionals better understand the information that is owed to them during the post-death administration process, advise them about the information they may be called upon to provide to the fiduciary, and set realistic expectations about the length and complexity of the process and how long it should typically take for a charity to receive its distribution following the donor’s death. Empowering charitable beneficiaries to question the actions and decisions of the fiduciary, and how to hold the fiduciary accountable in a productive and effective manner will be discussed