IAC/Bequest Assist: Where There's A Will Series: Understanding Life Estates

Join Morgan Koegel from Bequest Assist and Rohani Bixler from Olivetree Legal for the next webinar in Include A Charity’s Where There’s A Will Series. In Understanding Life Estates, we’ll explore the practical and legal complexities of life interests for charity estate administrators, including types of life interests, how to interpret this type of clause and what can go wrong. Participants will walk away with a better understanding of what to look for in a Will, the steps they might take during the duration of a life interest and how to spot red flags that should prompt them into action to protect their charity’s interest.