Bequests, Substitutes & Probate
with
Colby Parks, JD, Estate Planning Attorney, A. Colby Parks, Attorney at Law, P.S.
Outline:
I. Bequests
A. Wills
B. Revocable living trusts
C. Types of bequests
1. Specific
2. Residuary
3. Contingent
II. Bequest substitutes
A. Definition
B. Examples
III. Probate Process
Each fall, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. If in-person instruction is offered, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch!
Cost (for entire 7 session series):
- $45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members
- $95 (+$2.50 for online registration) for non-members, includes SSPGC membership