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Rally 2023: The National Land Conservation Conference

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E18: Basic Bequest Administration…and Beyond

Bequests can be an important contributor to a land trust’s fiscal health. This is a non-lawyer’s practical guide to handling bequests, particularly problematic ones, to ensure that land trusts of all sizes do not leave bequest dollars on the table. We’ll include what to ask for and when, what to do if you’re ignored, how to spot problems on accountings and tax returns, including avoiding income taxes, effectively collecting IRAs/life insurance/POD accounts, how to (politely) decline a request to return your bequest, when to join in/sit out litigation, with or without an attorney. We’ll include suggested letters and tax and probate forms.
  • 2023 Schedule – Pacific Time
  • 2024 Schedule-At-A-Glance

RALLY 2023 • National Land Conservation Conference

September 6-9, 2023 • Portland, OR
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