Charitable Bequest Allocation Turns on Donor’s Expressed Intent

Breathe Southern California v. American Lung Association   Charitable Gifts   Charitable Intent   Conflict Avoidance   Estate Planning   Planned Gift   Probate Code Section 21102   Will/Trust Interpretation  

April 24, 2023


EXTERNAL URL: https://www.trustontrial.com/2023/04/charitable-bequest-allocation-turns-on-donors-expressed-intent/

AUTHORS: Downey Brand


Charities sometimes spar over entitlement to bequests and other planned gifts. Occasionally, their disagreements become epic legal battles that span many years.

In Breathe Southern