Protect your nonprofit’s donations made through trusts

When a person passes away, going over the estate plan is something that some heir and beneficiaries look forward to. In some cases, the decedent includes beneficiaries besides relatives. This might lead to some problems because the family members might question the inclusion of entities like charities. Trust litigation might come up at this point. We know that most charities don’t want to have to battle for the assets they are supposed to receive when a donor passes away, but we are here to help them do this.

There are times when we are able to work out amicable solutions to these issues. It is also possible that we will have to go through the entire court process on the charity’s behalf. We just want to be sure that the wishes of the decedent are followed. If this means that a charity should receive assets that are held in trust, that is what we will fight for.

We need to look at all the options available to you when you are in this position. Thinking about all of the impacts to the charity has to be a priority. You don’t want to make decisions that will work against the charity, but you can’t just let the money slide away without fighting if it will truly help your cause.

It is hard to think about having to fight so hard for what a donor wanted to give. Unfortunately, not all family members will agree with the person’s wishes and might work to find a way that they can fight those wishes. We are here to help you protect your charity’s interests.

Archives

To Our Valuable Clients:


The federal government has recently enacted legislation to assist citizens and businesses facing uncertain financial challenges due to COVID-19. We are here to help answer questions and guide you through the details of the various processes to procure financial assistance from our government. The acts are very new and more will probably be coming. But they currently provide for dollar for dollar tax credits for payroll for COVID19 related payroll, cash advances and loans that have tremendously favorable terms and in some cases, total forgiveness of the debt.

Please stay as safe as possible during this terrible crisis and if we can help you with questions about the new federal assistance laws, please contact us.

We Can Tailor A Solution To Meet Your Needs.


  • Fields marked with an * are required
  • Disclaimer | Privacy Policy
  • This field is for validation purposes and should be left unchanged.

  • Fields marked with an * are required
  • Disclaimer | Privacy Policy
  • This field is for validation purposes and should be left unchanged.