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Category: Newsletter

Here you’ll find the latest resources on all things Bequest

Popular Articles

  • Newsletter

    Tips from the Trenches: Bequest Management Insights from Trio of Recent Cases

    May 15, 2025

  • Charities Take on Trustee and Win! Charities Take on Trustee and Win!

    Newsletter

    Charities Take on Trustee — And Win!

    March 27, 2025

  • Recent Cases of Interest for Bequest Managers (2024 Edition) Recent Cases of Interest for Bequest Managers (2024 Edition)

    Newsletter

    Cases of Interest for Bequest Managers in 2024

    October 25, 2024

  • Modifying Restrictions on Bequests: A Changing Landscape Modifying Restrictions on Bequests: A Changing Landscape

    Newsletter

    Modifying Restrictions on Bequests: A Changing Landscape

    August 19, 2024

  • Real Estate Bequests: Take Title or Hold Out for Proceeds? Real Estate Bequests: Take Title or Hold Out for Proceeds?

    Newsletter

    Real Estate Bequests: Take Title or Hold Out for Proceeds?

    May 7, 2024

  • Taking the Guesswork Out of Disclaimers Taking the Guesswork Out of Disclaimers

    Newsletter

    Taking the Guesswork out of Disclaimers

    February 27, 2024

  • Walking the Probate Tightrope: Recovering Lost Revenue from the Donor's Estate Walking the Probate Tightrope: Recovering Lost Revenue from the Donor's Estate

    Newsletter

    Walking the Probate Tightrope: Recovering Lost Revenue from the Donor’s Estate

    November 1, 2023

  • Recent Cases of Interest For Bequest Managers: 2023 Edition Recent Cases of Interest For Bequest Managers: 2023 Edition

    Newsletter

    Recent Cases of Interest for Bequest Managers: 2023 Edition

    August 22, 2023