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Attorney and partner, Andrea Claus, shares the ways you can benefit by including Arizona Humane Society in your estate plan.
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What would happen if I were mentally disabled and had no estate plan or just a will?
JACQUELINE KENNEDY ONASSIS
Fiduciary’s intentions were not considered – Jackie Kennedy allowed her children, Caroline and John, to decide whether or not to fund her Charitable Lead Annuity Trust (CLAT) that would benefit her private foundation. After Kennedy’s death, Caroline and John decided not to fund the CLAT. This decision meant more money for Caroline and John but increased the taxes due and short-circuited any philanthropic goals Jackie Kennedy might have had.
