Past Event

Demystifying Post-Death Administration

Planned Giving Roundtable of Southeast Michigan – Development Day Conference

  • Date & Time
  • Location

    Livonia, MI

  • Event Type
    Conference
  • Additional Information
    Add to Calendar Disabled

Fredrick Weber will present at the Planned Giving Roundtable of Southeast Michigan on June 7, 2023.

Fred and his co-presenter will share real-life examples from the post-death administration of estates and trusts that include charitable bequests and distributions. Their discussion will help charitable gift planners and bequest administrators better understand their rights and responsibilities after an estate or trust gift they have been cultivating for years has “matured” due to the donor’s death.

Contacts

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