Loading Events

« All Events

Basics of Planned Giving: Session 3 – Bequests, Substitutes & Probate

October 22 @ 12:00 pm - 1:00 pm

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

Register: sspgcouncil.org/events-page/

Details

Date:
October 22
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC

Details

Date:
October 22
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC