Formerly known as Planned Giving Round Table of Arizona
The presentation will provide an overview of the statutory rights of charities in Trusts and Wills in Arizona. Particular emphasis will be on the charity’s right to information from the personal representative or trustee when named as a devisee or beneficiary. An example request for information will be provided as part of the presentation materials. We will discuss enforcement of a charity’s rights, timing considerations and strategies for maximizing efficient use of legal representation. Finally, we will discuss marketing opportunities for estate planners and charities arising from the information provided.
Please note: Members who can not attend, now have the ability to send a substitute in their place at the member registration level.
Last minute cancellations: If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door". Attending At the Door? Here's more information.......
Arizona Charitbale Gift Planners