Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities

ArentFox Schiff Counsel Fredrick Weber’s presentation “Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities” will examine post-death administration of estates and trusts with a focus on how estate and trust litigation may impact charitable beneficiaries. Attendees will learn about different types of legal challenges, including will and trust contests, disputes over the proper identification of heirs and beneficiaries, objections to expenses and fees and allegations of potential breaches of fiduciary duties.

Fred and his co-presenter will also look at the fiduciary duties that are most pertinent to charitable beneficiaries and explore actions (legal and non-legal) that charities may take to hold fiduciaries accountable. Their presentation will address practical considerations to help charities make informed decisions about pursuing litigation and examine how charities may need to respond to litigation initiated by other parties to a donor’s estate or trust. It will also include tips for minimizing the financial and reputational costs to charities in the event that a dispute over a donor’s estate or trust cannot be avoided.

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