CCK Bequest Management

Excited to be joining the Charitable Gift Planners of Houston at their annual conference on April 30th!

Estate tax mistakes can be costly, as a recent Tax Court case demonstrated when valuation missteps led to an unexpected $3 million shortfall. When assets are not properly assessed, it can significantly impact heirs, beneficiaries, and even charitable bequests. For nonprofits, understanding how estate tax issues affect planned gifts is key to protecting donor intent. Learn more about the risks and implications in our latest analysis. #NonprofitManagement #CharitableGiving #TaxLaw #Bequest #Bequests #EstateAdministration #nonprofits

This month, we’re excited to recognize Crystal S. for her hard work and dedication at CCK! Since joining in 2021, Crystal has been an invaluable member of our team, always willing to help others and keeping a positive attitude. Her ability to take on multiple responsibilities with care and expertise makes a lasting impact. We’re grateful to have her as part of our team—congratulations, Crystal, on this well-deserved recognition! #EmployeeSpotlight #LawFirm #Teamwork #EmployeeRecognition #EmployeeAppreciation

Roger Williams University students—come meet CCK Law at today’s Career Fair! If you're considering a career in law, stop by our booth to learn about some exciting opportunities we have available. We look forward to meeting you and discussing your future in the legal profession! #LegalCareers #LawFirm #RWUCareerFair #NowHiring #paralegal #paralegaljobs

My colleague, Lindy Nash, is speaking at the Charitable Gift Planners of Houston annual conference on April 30th! It should be a great talk and great conference!

We are grateful to the National Association of Charitable Gift Planners for recognizing Lindy Nash in their Member Spotlight! Lindy’s dedication to supporting nonprofits through effective bequest management and charitable gift planning is truly inspiring. Her leadership continues to make a meaningful impact in the field, and we’re proud to see her contributions highlighted. Thank you, CGP, for this feature and for the important work you do for the charitable giving community!

Meet Lindy Nash! Recently elected to the CGP Board of Directors and?named Partner in the Bequest Management practice at Chisholm Chisholm & Kilpatrick (CCK)(aka CCK Bequest), Lindy Nash and her team represent nonprofit organizations and charities across the country. Based in Rhode Island with her husband and two-and-a-half-year-old son, learn more about Lindy on the CGP Blog.? Continue Reading: https://lnkd.in/g7ikNy7K #MemberSpotlight #ProfessionalDevelopment #Philanthropy

A missing will can reshape an estate—and raise serious legal questions. In Estate of Rucker, a copy of a 2017 will surfaced, leaving everything to an unexpected beneficiary, but the court ultimately rejected it, citing the lack of proof that the original wasn’t revoked. This case shows the challenges in lost-will disputes and the importance of securely storing estate documents. Should courts shift the burden of proof in these cases to better reflect a testator’s intent? Read our latest analysis. #EstatePlanning #CharitableGiving #Bequests #Probate #Bequest #EstateAdministration

A missing will can mean a lost bequest—even when there’s no evidence the donor changed their intent. In a recent case, a university fought to probate a copy of a will that included a major charitable gift, but the court ruled against it, following the legal presumption that a missing will was revoked. This case highlights the challenges charities face in preserving bequests and navigating probate complexities. What steps can nonprofits take to protect donor intent while respecting estate planning boundaries? Read our latest analysis. #EstatePlanning #CharitableGiving #Bequests #Bequest #NonprofitLeadership #EstateAdministration #nonprofit

On February 13th at 12:00pm the Planned Giving Group of New England is hosting a FREE webinar! Our speakers from Fidelity Charitable? will be providing a deep dive into Donor Advised Funds (DAFs) and how non-profits can best leverage them. See more details below. Register and join us!