How to Protect Your Charity
Join the Los Angeles Estate Planning Council for our April meeting as Meg Lodise, Esq. and Francine Lee present How to Protect Your Charity.
Charities are sometimes perceived as extremely litigious when they are named as a beneficiary in a trust or will. What the public doesn’t hear is that sometimes charities do not receive the information or funds the grantor or decedent wanted them to receive because a family member decided “Dad didn’t really want you to have the information or the funds”. A Charity must then decide if it has the resources to pursue an action and the risks of tarnishing its reputation that may deter future donors. What information is a charity entitled to? Even where the gift to the charity is not in dispute, how can a charity protect itself by having the trustee or executor provide it with the required information, including an accounting when either the fiduciary refuses to provide the information or accounting or when the charity isn’t entitled to an accounting until a future date? What information should a charity request? When a charity does get an accounting, what should it be looking for?
This informative session will discuss how to protect the family and the charity through the eyes of:
Meg Lodise, Partner and fiduciary litigator at Sacks, Glazier, Franklin & Lodise LLP.
Francine Lee, Managing Director Ernst & Young LLP’s Fiduciary Trust & Estate Accounting Services
**Please RSVP by 4/16/2024**
As a reminder, the meeting is held at The California Club that has a dress code. For more information see: When You Visit | The California Club
An application for 1.0 hour of general participatory California MCLE credit and 1.0 hour of LSMCLE credit in Estate Planning, Trust & Probate Law is pending approval.
