Legal practitioners may often take the enforceability of charitable subscriptions or pledges as a given. This is understandable given the balance of case law in New York which has historically and actively upheld charitable pledges as a public policy matter. Nevertheless, it is important to understand the legal theories upon which this history of enforceability is based, or a pledge may become the subject of scrutiny and challenge. A recent Kings County Surrogate’s Court decision in Matter of Kramer is one such case where a charitable pledge was not enforced, and it serves as a useful reminder that the enforcement of charitable pledges should not be taken for granted. Join Trusts & Estates attorney Spencer Reames as he examines the historical framework of charitable pledge enforceability in New York, and what went wrong in Kramer, so that practitioners may ensure their clients’ adherence to justify enforceability.
I. Understand the historical legal underpinnings of the enforceability of charitable pledges in New York
II. Utilize the fundamental theories of enforceability to ensure strong, accepted pledges
III. Avoid pitfalls and challenges to enforceability
Spencer L. Reames focuses on estate planning and litigation, representing clients throughout the New York metropolitan area in probate contests, contested accountings, discovery and other related proceedings. His practice includes conducting pretrial discovery, legal research and drafting motions
Very nice presentation-informative and engaging
very well done
This was a well thought out lecture on the enforceability of charitable donations- more on how to make them more enforceable
Very interesting topic and well presented.
Unlimited CLE Subscription gives you access to take almost any course from our catalog and earn as much CLE credit as you need.