The Royal Wedding & Philanthropy
The Royal Wedding & Philanthropy Continue Reading »
Charitable Giving, Estate Planning, Family Conflict, Philanthropy/Charitable Giving
Is it really a Gift by Will?
Recently a charity contacted me about a long-time supporter who had just died. The late donor intended to make a bequest of valuable artwork, but the gift was not mentioned in her will. The family and executor were willing to donate the art on the condition that the charity provides a receipt to the estate. Should the charity do it? The short answer is “no”. If a gift is not….
Is it really a Gift by Will? Continue Reading »
Estate PlanningWhat charity ratings really tell us
re we in danger of reducing complex community organizations to caricatures, ignoring public benefit in our rush to look at fundraising costs and operating reserves?….
What charity ratings really tell us Continue Reading »
Estate Planning, Philanthropy/Charitable Giving, WillsMy Digital Afterlife
Digital estate law and wills that address our online footprints are in their infancy, to put it mildly. Just wait. It’s coming. This will be a whole new sub-genre of estate law….
My Digital Afterlife Continue Reading »
Estate Planning, ExecutorsThe Demanding Charitable Beneficiary
A few years ago, I met a couple who had served as co-executors for an aunt’s estate. This aunt had left a large residual bequest to three well-know charities. Her executors were quite bitter about the way the charities had handled the bequests. The charities had the temerity to question the executor fees and demand that there be a passing of accounts. Upon reflection, I was struck not by the….
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Estate Planning