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Get the Money: Avoiding Roadblocks with Matured Bequests on April 22, 2025

NORTHERN CALIFORNIA RECORD

Thursday, April 24, 2025

Get the Money: Avoiding Roadblocks with Matured Bequests on April 22, 2025

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Event photo | Unsplash by Jazmin Quaynor

April 22, 2025|3:30 PM - 4:45 PM PT

San Francisco Airport Marriott Waterfront1800 Old Bayshore Highway

Burlingame, CA 94010

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).

Original source can be found here.

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