Title: Opera and Avocados: Lessons Learned from a Complex Life Estate

Presenters: Andy Ragone and Jill Rode

Webinar Description: Do you know what a retained life estate or life estate gift is? Would you be ready to manage one before and after it matures? The gift of a Ventura County avocado ranch to the Music Academy teaches 10 key lessons about life estates as legacy gifts. The program also includes resources and guidelines for accepting life estate gifts. Whether you are a one-person planned giving office or part of a team, this session will give you the tools to determine if life estates are the right gifts for your organization.

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