Get the Money: Avoiding Roadblocks with Matured Bequests

Private Wealth Services attorney Stacie Nelson and litigation attorney Shelley Hurwitz will be speaking at the 32nd Annual Northern California Planned Giving Conference, which will focus on "Charitable Giving Today for a Sustainable Tomorrow." Their panel will provide tips and tricks to avoid delays in the administration of trusts and estates and to help stalled administrations move forward. They will also examine common tax errors and how to obtain a refund from the Internal Revenue Service (IRS).