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Charitable gifts paper

Published on 23 Oct 08

This paper covers:

  • drafting techniques for testamentary charitable trusts and gifts to charities
  • impact of family provision applications and other claims against the estate on gifts to charities
  • outline of options for structuring charitable trusts outside of wills
  • discussion on the growth of philanthropic trusts and key issues
  • tax treatment of charitable trusts.

Author profile

Heather Watson
Heather is a Special Counsel and leads McCullough Robertson’s specialist Nonprofit practice which routinely deals with the structuring of charitable and philanthropic entities. - Current at 25 May 2009
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This was presented at Estate Planning: Practical & Strategic .

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Individual sessions

Family provision applications

Author(s):  John DE GROOT

Materials from this session:

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