Charitable Planning Gone Wrong

7/12/2016

I was recently contacted by a non-profit regarding a handwritten will that named the organization as a beneficiary of the decedent's estate. The will is being contested by family members and is now part of litigation that could become very costly.

I have seen this issue on more than one occasion. A persons intent to leave a charitable bequest is thwarted by poor planning, ambiguous documents and family members that feel they are not receiving their fair share of the estate.

How can you assure your estate is distributed as you intended?

Engage the assistance of an experienced Estate Planning attorney to prepare your Trust &/or Will.
Be specific regarding the non-profits you name as beneficiaries. Include the name, tax ID, address and phone number for each charity.
Have your documents notarized, and do not rely on handwritten documents to fulfill your charitable intent.

These steps will help assure your gifts to charity are realized and not held up by costly litigation that accumulates legal fees which diminish the value of the gift.

916-225-3570 [email protected] http://www.cjwatterslaw.com

8 Comments

executive security agency link

7/26/2023 05:25:01 am

With pursuing the ideal choice the choice to enlist a confidential security organization is definitely not a simple one. You are entrusting an organization to deal with the security of significant people and property and at times both.

moroccan short sleeve thobe link

7/26/2023 05:52:37 am

It is a celebration of culture, heritage, and individual expression. Traditional Thobe is more than just a clothing line it represents a connection to history and identity. Each Thobe tells a story, showcasing the rich cultural heritage and traditions of the Middle East.

shroom capsules link

7/26/2023 10:04:37 pm

Yourself at home rather selecting to spend their cash at their nearby grocery store on mushroom species efficiently imported from unfamiliar nations where they are filled in mass.

best golf club sets link

7/26/2023 10:18:32 pm

Year round access, the long-term benefits may outweigh the initial costs. Furthermore, while golf simulators offer a range of famous courses to play virtually, the experience of playing on a real golf course cannot be completely replicated.

double pane windows link

7/26/2023 10:31:13 pm

Coming up next is a nitty gritty rundown for most substitution windows. Make certain to twofold check the directions remembered for the crate with your new substitution window too.

Private Placement Attorney link

7/26/2023 10:48:20 pm

Keeping an immense information base and extremely far and wide functional organization is permitting them to address all debates, regardless of overall setting in a productive and powerful way.

shop.izzbie link

7/26/2023 11:04:18 pm

These devices offer seamless integration with various applications, advanced data management features, easy sharing and collaboration capabilities, robust data protection and compliance measures.

fourbuzz link

7/26/2023 11:17:38 pm

Algorithmic transparency, and accountability for AI generated outcomes furthermore, interdisciplinary collaboration is essential in realizing the full potential of AI in the legal sector. Lawyers, technologists, and ethicists.

Charitable Planning Gone Wrong

Leave a Reply.

Author

Archives

Categories

Contact Colleen J. Watters