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About Our Bequest
Management Practice

Chisholm Chisholm & Kilpatrick LTD has a dedicated team of attorneys and professionals focused entirely on Bequest Management. Our team understands the importance of planned giving to non-profits and charities and is dedicated to fulfilling the wishes of your donors while maximizing your gifts and minimizing administrative costs and burdens.

We Work as a Team to Advance Your Work

Established in June 2017, CCK’s Bequest Management practice is dedicated to fulfilling the wishes of charitable donors while maximizing gifts and minimizing administrative costs and burdens for non-profit organizations and charities nationwide.  CCK is committed to delivering high-quality service on behalf of the charities and non-profit organizations we serve.

CCK’s Bequest Management group works to ensure prompt and full distribution of intended testamentary gifts to charities and non-profit organizations while also respecting and following the intentions of donors.

Our Bequest Team

Scott Kilpatrick

J. Scott Kilpatrick

Scott is a founding partner of CCK, and currently devotes the majority of this time to the firm’s growing and important Bequest Management practice – protecting bequests made to the firm’s non-profit clients.

Contact Scott

Fax

401-421-3185

Read Full Bio of J. Scott Kilpatrick
Christian McTarnaghan

Christian A. McTarnaghan

Christian is a partner at Chisholm Chisholm & Kilpatrick.  His law practice focuses on bequest management, representing national charities and non-profit organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden. Christian is a member of the National Association of Charitable Gift Planners (CGP) and the Charitable Gift Planners of Houston (CGPH).

Contact Christian

Fax

401-421-3185

Read Full Bio of Christian A. McTarnaghan
Lindy Nash

Linden K. Nash

Lindy serves as a Partner in the Bequest Management practice of the firm. Her practice focuses on representing national charities and nonprofit organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden. She supervises a skilled team of attorneys and paralegals who advocate for nonprofit institutions as beneficiaries of matured bequests.

Contact Linden

Fax

401-421-3185

Read Full Bio of Linden K. Nash
Samantha Corso

Samantha M. Corso

Samantha joined CCK in May 2019 and is a Senior Trusts & Estates Case Manager. With over 10 years of experience in estate planning and probate administration, Samantha helps to collect, organize, and analyze documents relating to estates and trusts to facilitate bequest management solutions for clients.

Contact Samantha

Fax

401-421-3185

Read Full Bio of Samantha M. Corso
Madisyn Deane

Madisyn Deane

Madisyn joined CCK in June 2023 as a Trusts and Estates Case Manager in the Bequest Management practice where she monitors the progress of trusts and estates administrations, ensures, donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Madisyn

Fax

401-421-3185

Read Full Bio of Madisyn Deane
Jillian Brissette

Jillian Brissette

Jillian joined CCK in June 2023 as a Trusts and Estates Case Manager in the Bequest Management practice where she monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Jillian

Fax

401-421-3185

Read Full Bio of Jillian Brissette
Paula Kutneski

Paula Kutneski

Paula joined the CCK Bequest Management team in July 2023 as a Senior Trusts and Estates Case Manager. With 15 years of paralegal experience in the fields of bankruptcy, civil litigation, and trust administration, Paula works to ensure prompt and full distribution of intended testamentary gifts to charities and non-profit organizations by thoroughly reviewing legal documentation, including wills, trusts, beneficiary designations, probate proceedings, and accountings.

Contact Paula

Fax

401-421-3185

Read Full Bio of Paula Kutneski
Gloria Hand

Gloria Hand

Gloria joined CCK in October 2023 as a Trust and Estates Attorney. Her practice focuses on representing national charities and non-profit organizations in fulfilling the intentions of their generous donors, optimizing donations, and reducing administrative complexities. Before joining CCK, Gloria worked as an Estate Planning and Settlement Attorney in Wisconsin. She maintains a law license in Wisconsin.

Contact Gloria

Fax

401-421-3185

Read Full Bio of Gloria Hand
Jack Kilpatrick

John “Jack” F. Kilpatrick

Jack joined CCK in March of 2025 as an Attorney in the Bequest Management practice of the firm. His practice focuses on representing national charities and nonprofit organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden.

Contact John

Fax

401-421-3185

Read Full Bio of John “Jack” F. Kilpatrick
Victoria Araujo

Victoria Araujo

Victoria joined CCK in April 2025 as a Trusts and Estates Case Manager in the Bequest Management practice where she monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Victoria

Fax

401-421-3185

Read Full Bio of Victoria Araujo
Allison Rivard

Allison D. Rivard

Allison joined CCK’s Bequest Management Team in June 2025 as a Trusts & Estates Case Manager. In that role, she monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Allison

Fax

401-421-3185

Read Full Bio of Allison D. Rivard
Aliya Fontes

Aliya Fontes

Aliya joined CCK’s Bequest Management Team in September 2025 as a Trusts & Estates Case Manager. In that role, she monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Aliya

Fax

401-421-3185

Read Full Bio of Aliya Fontes
Grant Wosencroft

Grant Wosencroft

Grant joined CCK in September 2025 as a Trust and Estates Case Manager in the Bequest Management practice of the firm. In this role he monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Grant

Fax

401-421-3185

Read Full Bio of Grant Wosencroft
Spencer Hallagan

Spencer Hallagan

Spencer joined CCK in September 2025 as a Trusts and Estates Case Manager in the Bequest Management practice where he monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Spencer

Fax

401-421-3185

Read Full Bio of Spencer Hallagan
Bethany Watson

Bethany M. Watson

Beth joined CCK in December of 2025 as a Senior Trust and Estates Case Manager in the Bequest Management practice. With 8 years of experience in estate planning and probate administration, Beth monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Bethany

Fax

401-421-3185

Email

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Jay Pickering

Jay Pickering

Jay joined CCK in January 2026 as a Trusts and Estates Case Manager in the Bequest Management practice where he monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Jay

Fax

401-421-3185

Email

Read Full Bio of Jay Pickering
Lola Balkcom

Lola Balkom

Lola joined CCK in January of 2026 as a Trust and Estates Case Manager in the Bequest Management practice. In that role, she monitors the progress of trusts and estates administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Lola

Fax

401-421-3185

Email

Read Full Bio of Lola Balkom

Shannon Cleary

Shannon Cleary is a Client Support Specialist in the firm’s Bequest Management practice. She joined CCK in March 2026 and supports client development and engagement efforts through thoughtful outreach, relationship management, and marketing initiatives. She works closely with the team to help create a seamless and supportive experience for clients, while also supporting national charities and nonprofit organizations in carrying out donors’ wishes and maximizing gifts with minimal administrative burden.

Contact Shannon

Fax

401-421-3185

Email

Read Full Bio of Shannon Cleary