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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

J. Scott Kilpatrick

Scott is a Founding Partner of CCK.  He is a seasoned trial attorney and his practice focuses on civil litigation, including insurance disputes and general litigation.   Scott has successfully litigated hundreds of complex and high stakes damages cases.  His diverse experience base serves as an advantage for the firm’s clients in a broad range of matters, including insurance, business, and disputes over wills, trusts and other instruments.

Contact Scott

Fax

401-421-3185

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Lindsey Yates-Grimley

Lindsey Yates-Grimley joined CCK in June of 2020 as Director of Bequest Management. Lindsey has considerable professional and technical expertise in gift planning and a background in finance.

As Director of Bequest Management, Lindsey ensures active attention to every donor’s intentions, thus maximizing and accelerating the realization of bequests for our non-profit clients. Lindsey oversees CCK’s Bequest Management team, which is composed of skilled legal and administrative professionals, working together to collect, organize, analyze gift documents, and facilitate bequest management solutions non-profits and charities nationwide.

Contact Lindsey

Fax

401-421-3185

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Linden K. Nash

Lindy joined Chisholm Chisholm & Kilpatrick in September of 2016 as an Associate Attorney. Her practice focuses on representing non-profits and charities in CCK’s Bequest Management practice.

Lindy graduated in 2011 from Connecticut College where she earned a B.A. in both Psychology and Sociology. She then attended Suffolk University Law School and received her J.D. in 2015. During law school, she served as the Chief Competition Director of the Moot Court Honor Board and was a staff member of the Suffolk Journal of Trial & Appellate Advocacy. Lindy completed legal internships with the Honorable Haiganush R. Bedrosian (Ret.), Chief Justice of the Rhode Island Family Court; the Rhode Island Attorney General’s Office; as well as a summer with a small civil litigation firm in Boston. Prior to joining Chisholm Chisholm & Kilpatrick, she served as a Judicial Law Clerk in the Rhode Island Supreme Court Law Clerk Department where she assisted the Justices of the Rhode Island Superior Court.

Contact Lindy

Fax

401-421-3185

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Cathy A. Derrig

Cathy has served in many capacities over the course of her 36 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.

Prior to her role as the Bequest Administration Manager, Cathy oversaw the operation of almost every non-legal aspect of the firm during her long tenure as CCK’s Office Manager.  Her vast knowledge of all things CCK brings an unmatched level of understanding and insight to all projects with which she is involved. She oversees active and expert management of CCK’s Bequest Management caseload, ensuring prompt, systematic collection, documenting, and entry into our case management database, so that cases can be managed accurately and consistently in accordance with our non-profit clients’ protocols. Cathy also oversees the development of each client’s custom dashboard experience providing access to their bequest caseload, and the ability to run status reports and projections with nearly real-time precision.

Contact Cathy

Fax

401-421-3185

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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.

Samantha graduated from the Community College of Rhode Island with an associate degree in Paralegal Studies. Prior to joining CCK, Samantha worked at two boutique Elder Law firms in southeastern Massachusetts.

Contact Samantha

Fax

401-421-3185

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Melanie R. Souto

Melanie joined CCK in June 2016 as a Litigation Paralegal before joining the Bequest Management team in September 2020. As a Bequest Case Manager, Melanie is part of a team of legal and administrative professionals working to acquire, organize, and analyze gift documents and facilitate bequest management solutions for non-profits and charities nationwide.

Melanie graduated magna cum laude from the University of Massachusetts, Dartmouth in May 2016. She earned a Bachelor of Arts in History, along with minors in Political Science and Religious Studies. While at UMass Dartmouth, Melanie was a member of the Commonwealth Honors Program and graduated as a Commonwealth Scholar.

Contact Melanie

Fax

401-421-3185

Read Full Bio of Melanie R. Souto