Estate Planning
Estate Planning
Church leaders should use caution when discussing donors' wills and trusts.
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In this audio interview with podcast host Tony Gill, Richard Hammar discusses a court case that challenged the validity of an estate gift on the grounds of mental capacity and undue influence. For further insights into the issues covered in this interview, see "A Gift Freely Given?" and the Church & Clergy Tax Guide.

This interview is excerpted with permission from a podcast titled "Richard Hammar on Churches, Taxes, Donations, and Liability," one in a series of educational podcasts sponsored by Baylor University's Institute for Studies of Religion. Other excerpts from the interview with Hammar will be featured in future blog posts.

This content is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. "From a Declaration of Principles jointly adopted by a Committee of the American Bar Association and a Committee of Publishers and Associations."

Due to the nature of the U.S. legal system, laws and regulations constantly change. The editors encourage readers to carefully search the site for all content related to the topic of interest and consult qualified local counsel to verify the status of specific statutes, laws, regulations, and precedential court holdings.

Posted:
September 23, 2014

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