CPGR Summer Symposium 2024

In his presentation, titled “Fiduciary Options for Administration of Charitable Estates & Trusts,” Fred will discuss strategies for advising clients on the pros and cons of various fiduciary options for the post-death administration of estates and trusts. He will also share tips for demystifying the post-death administration process designed to help donors and clients make thoughtful and informed decisions aimed at easing the burden of post-death administration for their families and their beneficiaries.

The CPGR Summer Symposium is widely regarded as one of the best regional charitable gift and estate planning conferences in the country. It features top speakers from across the charitable gift and estate planning industry and the professional philanthropic community. It also provides valuable networking opportunities for nonprofit executives, charitable gift planners, bequest administrators, trust and estate attorneys, CPAs, and wealth management professionals.