Navigating Through Wills, Trusts and Accountings, Oh My!
Planned Giving Group of CT
January 9, 2020
Danielle Ferrucci will be a panelist during the PGGCT session "Navigating Through Wills, Trusts and Accountings, Oh My!"
Do you jump for joy or hide in the corner when you receive a thick package of legal documents notifying you of a bequest or a current or future interest in a trust? If you are currently receiving regular distributions from a trust, are you confident that your payment is as large as possible? Is it a trust that could be dissolved to accelerate your interest? How does the New CT Trust Law impact my interaction with donors, lawyers, banks and other fiduciaries? These and many other questions will be addressed during a practical, interactive session by a panel of experts who work with different types of institutions and spend their days successfully navigating through the legal paperwork and judicial red tape of estate and trust administration for the benefit of various donors and nonprofit beneficiaries.