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Charitable gifts presentation

Published on 23 Oct 08

This presentation 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 CTA
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 Click here to expand/collapse more articles by Heather WATSON.

This was presented at Estate Planning: Practical & Strategic.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Family provision applications

Author(s):  John DE GROOT

Materials from this session:

Further details about this event:


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