It’s not unusual for development staff in nonprofits to be asked questions about estate planning and how to work with estate professionals. In this session Jan Bernardini and Mary Stanford will de-mystify the process, discussing the challenges and considerations they’ve experienced as professional advisors to individuals who desire to leave a legacy. They will be able to share lessons they’ve learned and their insights about how nonprofit organizations can be helpful in guiding donors toward the advice and counsel they need.
Jan Bernardini is the principal in the law firm of Jan Bernardini Law, specializing in the areas of estate planning (wills & trusts), trust & probate administration, guardianships/conservatorships, and charitable gifts.
Mary Stanford has developed expertise in simple and complex trust planning and administration. Here experience includes working with charitable trusts, life insurance trusts, Qualified Retirement plans, multi-generational trusts, and irrevocable trusts.
Community Foundation Campus
5049 E. Broadway Blvd
Tucson, Arizona 85711