Bequest Management for Charitable Organizations

• Estates Administration: Each step in the administration of an estate – from the funeral to the appointment of an estate trustee to the distribution of estate assets – is described in detail. Duties of an executor are defined, and key documents discussed
• Legal Fees, Accounting, Compensation, Taxes, Releases and Costs: Legal fees, trustee compensation and income taxes can affect the size of an estate. This book identifies what to look for when reviewing estate accounts to help ensure that the administration is carried out efficiently and cost-effectively
• Estate Litigation: Examines the grounds for challenging a will, sets out the steps of the litigation process and discusses mediation as an alternative dispute resolution process. Also includes a section on the role of charitable beneficiaries during the litigation management process

• A comprehensive case study including a copy of a will, two sets of estate account, detailed commentary and legal documents
• Appendices: Sample documents are provided including a bring-forward form and an audit checklist