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DTSTART:20240418T184500Z
DTEND:20240418T203000Z
LOCATION:The California Club - 538 S Flower St, Los Angeles, CA 90071
UID:2588520240418T184500ZHow to Protect Your Charity
DTSTAMP:20260425T091458Z
DESCRIPTION:\nJoin the Los Angeles Estate Planning Council for our April meeting as Meg Lodise, Esq. and Francine Lee present How to Protect Your Charity. \n \nCharities 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?\n\n\n \n This informative session will discuss how to protect the family and the charity through the eyes of:\n \n Meg Lodise, Partner and fiduciary litigator at Sacks, Glazier, Franklin & Lodise LLP.    \n \nFrancine Lee,  Managing Director Ernst & Young LLP’s Fiduciary Trust & Estate Accounting Services    \n\n\n \n**Please RSVP by 4/16/2024**\n \nAs 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](https://californiaclub.org/when-you-visit)\n \nAn 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.\n \n \n
SUMMARY:How to Protect Your Charity - Los Angeles Estate Planning Council 
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