Over 90% of planned gifts are made through a person's Last Will and Testament. A simple provision in the distribution section naming one or more nonprofit organizations can be used to transfer assets to family members and the nonprofits that person cares about, such as Twin Cities PBS.
But have you ever thought about being responsible for making those distributions on behalf of someone else? Or for selling their accumulated assets to ensure those gifts and charitable donations are fulfilled? Have you served, or have you been named, as a personal representative in probate?
Understanding probate can help families navigate estate settlement with greater confidence. The Giving Team has created a webinar as an educational resource featuring an estate planning attorney who specializes in probate and estate administration. Chris Courtney of Courtney Law Office will explore the key steps involved, common challenges faced by personal representatives, and practical guidance for navigating the process with confidence.
Our hope is that you will find this webinar helpful, as it covers the basics of the probate process and key considerations for executors and beneficiaries.
After you watch, if you have any legal questions, please consult an attorney. If you have questions about planned giving at Twin Cities PBS, please feel free to email us at plannedgiving@tpt.org.