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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

Mr. Kilpatrick (Scott) is an experienced trial attorney, having tried dozens of jury cases to verdicts, and hundreds of other bench trials, arbitrations, and mediations. He is a founding partner of the firm, serves as it Managing Partner, and directly oversees, the firm’s Bequest Management Practice.

Contact Scott

Fax

401-421-3185

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Lindy Nash

Linden K. Nash

Lindy serves as a Supervising Attorney in the Bequest Management practice of the firm. Her practice focuses on representing national charities and non-profit organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden. She oversees the day-to-day operations of the practice and ensures that each client’s matured bequests are handled efficiently while fulfilling the duty of good stewardship. Lindy first joined CCK in 2016 as a Litigation Associate where she represented disabled veterans before the United States Court of Appeals for Veterans Claims and before the Department of Veterans Affairs.

Contact Linden

Fax

401-421-3185

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Chris Clay

Christopher J. Clay

Christopher J. Clay, J.D., Ph.D. joined CCK in November of 2020 as Of Counsel. Chris brings a unique skill set and breadth of experience to the Bequest Management team. As General Counsel of a major charity for two decades, Chris supervised the settlement of over 5000 estates involving charitable gifts. For much of his tenure, he also served as the Director of Gift Planning. In that role, he focused heavily, and successfully, on expanding bequest cultivation. Chris’ understanding of the full spectrum of the gift planning life cycle has proven beneficial to CCK’s bequest management clients.

Contact Christopher

Fax

401-421-3185

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Cathy Derrig

Cathy A. Derrig

Cathy has served in many capacities over the course of her 38 years at CCK. She has mastered each area in which she has served, and built, trained, and lead teams throughout CCK. She currently serves as the Bequest Administration Manager, overseeing the administration and systems of CCK’s Bequest Management practice.

Contact Cathy

Fax

401-421-3185

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Samantha Corso

Samantha M. Corso

Samantha joined CCK in May 2019 as a paralegal in the Bequest Management practice. 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 and facilitate bequest management solutions for clients.

Contact Samantha

Fax

401-421-3185

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Mallory Pletzer

Mallory R. Pletzer

Mallory joined CCK in September 2021 as a Trust and Estates Case Manager in the Bequest Management practice where she monitors the progress of trust and estate administrations, ensures donors’ wishes are honored, and accelerates the distribution of their gifts.

Contact Mallory

Fax

401-421-3185

Read Full Bio of Mallory R. Pletzer