NEW PODCAST Estate Planning Pitfalls: Estate Planning Seminars and Unfunded Revocable Trusts

This series of podcasts focuses on educating development teams across the country with common pitfalls and red flags faced in estate planning.  These podcasts will highlight problems and obstacles your donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist your supporters in determining their best plan, which could include your organization.
 

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates
JASON MEREDITH, MBA, J.D., FCEP // Executive Vice President, Charitable Estate Planning, Thompson & Associates 


ESTATE PLANNING SEMINARS & UNFUNDED REVOCABLE TRUSTS
 
In this episode, Cayce and Jason discuss:
  • What happens at a typical estate planning seminar
  • Issues with an unfunded revocable trust
  • Whether your donors with an unfunded revocable trust have an estate plan that reflects their values and objectives
  •  

Outright Distributions in an Estate Podcast





back