When someone creates an estate plan, they might include trusts in that plan. It is expected that those will be handled in the manner in which the person instructed. However, there are times when things might not move forward as they should. One issue that sometimes comes up is that the estate plan isn’t set up how it was intended to be. This is sometimes the case when a person promises a donation of something to a non-profit and then doesn’t put anything in the estate plan to actually reflect that donation.
We know that non-profits count on the generous donations of individuals to make their programs work. If you are certain that a gift was included in an estate plan but it isn’t in it now, you might want to know what happened and how you can get what is due to your organization. We are here to assist non-profits in these matters.
One thing that might occur is that the person who made the promise of a donation suffered a physical or mental decline before that information was communicated to the estate plans. Another issue that might occur is that the donation was being made through a revocable trust that was then changed. In these cases, there might not be any recourse for your non-profit organization. It could also be that another heir is trying to claim the donation instead of letting it go to your non-profit.
It is best to find out what’s going on in these non-profit trust matters as soon as possible. We can work on your organization’s behalf to figure it out and to explore what options you have to get the donations you are counting on.
