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Bequests in the News
Transfer-On-Death Accounts: Easy as Pie, But Not a Piece of Cake
November 30, 2023
Bequests in the News
Beneficiaries Release $37 Million Claim
November 30, 2023
Bequests in the News
The Intricacy of Estate Litigation
November 30, 2023
Newsletter
Walking the Probate Tightrope: Recovering Lost Revenue from the Donor’s Estate
November 1, 2023
Newsletter
Recent Cases of Interest for Bequest Managers: 2023 Edition
August 22, 2023
Blog
The “Harmless Error” Rule Can Sink (or Save) Bequests
May 3, 2023
eBook
Further Reflections on Indemnification eBook
April 20, 2023
eBook
Handling Receipts and Releases: Are You Prepared?
April 4, 2023
Blog
Charities Take Note: Executors Can be Financially Liable for Delays in Payment of Bequests
February 20, 2023
eBook
Why Should Gift Planners Care About the EPA?
February 16, 2023
Blog
Conditional Bequests: Lessons From Rodney Dangerfield
February 5, 2023
eBook
“Problematic” Gifts: Getting Comfortable with Non-Routine Bequests.
January 31, 2023