Providing an overview of toxic succession and its related problems in the charitable giving arena, this article briefs readers on how charities can take an active role in ensuring that toxic succession problems don’t deplete estate assets or significantly delay the distribution of charitable gifts, and it proposes a variety of methods in which to capture value for planned giving clients.
Planned Giving Today
- Contaminated Property: Proactive Planning Strategies to Maximize Estate Value and Avoid Draconian Results
- Toxic Succession Planning: The White Paper