What Gift Planners Need to Know
This presentation will cover two types of litigation that charitable organizations may encounter: (1) caveat petitions - i.e. will challenges, and (2) actions to set aside the restrictions a donor has placed on a gift. We'll share some best practices on what to do if a bequest becomes the subject of litigation, and we'll offer some tips on what gift planners can do up front to minimize the risk of litigation down the road.
Featured Speakers
Meghan Casey
Meghan chairs Gallagher’s Litigation Practice Group. She has extensive experience representing individuals, educational institutions, non-profit and religious organizations, and commercial entities in high-stakes litigation in federal and state courts and administrative proceedings. Her practice includes the litigation, mediation, and appeals of disputes involving First Amendment claims, civil rights, estates and trusts, and business torts.
An experienced investigator, Meghan has led numerous confidential internal investigations and counseled clients in responding to investigations led by the Maryland Attorney General and the U.S. Department of Justice.
As a member of the firm’s Education Practice, Meghan also regularly advises colleges and universities in matters before the Maryland Higher Education Commission. Clients praise Meghan for her commitment to client service and her ability to help them navigate difficult matters.
Peter Keith
Peter has been a member of Gallagher Evelius & Jones LLP since 1989. He joined the firm following several years of public service, first as a white collar criminal prosecutor at the Attorney General’s Office and then as trial counsel for the U.S. House of Representatives in an impeachment of a federal judge.
Peter concentrates his practice in trial and appellate litigation in state and federal courts. He has handled many complex jury trials and appeals during the course of his career. Peter regularly represents the firm’s hospital, college, banking, and governmental clients in a wide range of cases including health care, estates and trusts, education, constitutional and civil rights, employment, environmental and professional malpractice matters. He has also conducted special investigations for corporations, nonprofit institutions, and governmental clients.
Peter has taught civil litigation as an adjunct professor at the University of Maryland Law School since 1990. Peter was selected for inclusion in Best Lawyers in America 2021 in the areas of Commercial Litigation, Litigation–Banking & Finance, Litigation–Labor & Employment, and Litigation–Trusts and Estates, and was selected as their 2013 Baltimore Litigation Trusts & Estates “Lawyer of the Year.” He has been recognized in Maryland Super Lawyers since 2008.
Registration
Member - $50
Non-member - $75
