What are the best ways to engage estate planners and other professional advisors about annual and planned giving? What is the appropriate role for a development officer to play when a donor suggests that he or she would like to make a gift? What are the common ethical rules that estate planners and other professional advisors follow when discussing a potential lifetime or testamentary gift? What are productive ways for development professionals to strengthen connections to professional advisors in our community? Come join us for a lively and interesting discussion! This is a virtual session, register using the link above.
About Our Presenter:
Elizabeth Noble Rollings Friman is a Principal of Fleming & Curti, a Tucson a law firm that specializes in Elder Law. Elizabeth’s practice focuses on trust administration, probate, guardianship, conservatorship and estate planning. Elizabeth is a licensed private fiduciary and with the help of her team, she often serves as Trustee, Personal Representative, Guardian and Conservator.
Elizabeth is a member of the Special Needs Alliance, an invitation-only national organization, comprised of attorneys dedicated to the practice of disability and public benefits law. Elizabeth is also a member of the Arizona State Bar Probate & Trust Executive Council. She serves on the Board of Directors for the Primavera Foundation and is a Trustee for the Jewish Community Foundation of Southern Arizona. She is past President of the Planned Giving Roundtable of Southern Arizona, Blanche Johnson Section 8 Affordable Housing, and former Vice President and Treasurer of the Arizona Chapter of the National Academy of Elder Law Attorneys. Elizabeth enjoys public speaking and has presented on different topics including Charitable Gift Planning, Diminished Capacity and Estate Planning, Representation of Personal Representatives and Trustees and Best Practices for Trustees Managing Self-Settled Special Needs Trusts.
Elizabeth loves practicing law in her hometown of Tucson, Arizona and is fortunate to work in a dog-friendly office, where her goldendoodle, Duncan, joins her at work. Outside the office, Elizabeth has fun gardening, going on road-trips and paddle boarding with her husband, Doug.