Knives Out! What You Need to Know About Trust and Estate Disputes

February 23, 2023

Speakers, Planned Giving Forum of Greater Sacramento

Join Downey Brand trust and estate litigators Jeff Galvin and Jake Smith from noon to 1:30 pm on February 23, 2023 at the Impact Foundry for the Planned Giving Forum of Greater Sacramento. Jeff and Jake will lead an interactive program about trust and estate disputes with their presentation, “Knives Out! What You Need to Know About Trust and Estate Disputes.” The presentation will cover the following questions and more: You’ve worked with a donor to line up a major planned gift, but is it as secure as you’d like to think? What risks does your organization face in collecting the gift? What if you get caught in a “knife fight” with beneficiaries? What’s a “Breslin Notice” and what do you do if you get one? Bonus … you get to play with your smartphones!

For more information and to register, please visit the event webpage.