31st Arizona Charitable Gift Planners Annual Conference

Fredrick Weber will co-present on the topic of “A Candid Conversation Between a Fiduciary and a Bequest Administrator.” The discussion will explore the dynamics between fiduciaries and charities following the deaths of donors who leave gifts to charity in their estate plans. Attendees will gain insight into the documents required by both parties, the critical questions each party should ask, the complexities of handling tricky assets, and how to deal with litigation that may arise. The discussion will also demonstrate how open communication among all the parties can minimize tension and provide for a quicker and more efficient post-death administration process.