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Documents Prepared in Another State
Thompson & Associates
English - September 19, 2019 00:00 - 13 minutes - 20.1 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Conversations with Industry Icons - Episode 01 with Russell James
In this episode, Cayce and Bill discuss:
• How states handle estate planning documents executed in another state.
• What happens if documents are prepared in another state.
• What should we do to prepare ourselves to identify these issues and help our donors avoid problems?