Planned Giving Insights and Information

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Dirt, Death, and a Possible Additional Way to Make a Planned Gift

Posted by Bill Zook on June 15, 2012

I just returned from Spokane, where I attended my state bar association’s annual seminar for attorneys who practice real estate, probate, and/or trust law. In decades past, any given lawyer might work in all three of these areas (as well as in many other areas), and even today – especially in smaller communities – a few still do.

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Topics: working with donors, Transfer-on-death deed, retained life estate gifts

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