Before the Gift: Family, Communication and Estate Planning

Estate planning attorney Jennifer Norton joins host Grant Miller in a discussion about ways family dynamics can ruin a gift, why it's important to have a purpose statement as part of an estate plan, what fundraisers should focus on in a donor meeting and why having intentional touches with your older planned giving donors is essential. Panelist info: Host Grant Miller is an award-winning writer and editor for Sharpe Group who works closely with Sharpe clients to create compelling donor interviews for their newsletters. In addition to hosting the podcast, he frequently contributes to the Sharpe blog and Sharpe Insights Newsletter.  Jennifer Norton is an attorney and owner of Norton Estate Planning & Elder Law Firm, LLC. Graduating from Indiana University-Bloomington with a degree in Finance, and from Maurer School of Law in 2008, she has focused her practice exclusively on estate planning since 2013. She provides comprehensive services including wills, trusts, powers of attorney (health and financial), living wills, guardianship/conservatorship assistance, probate administration and strategic Medicaid qualification. Jennifer is a member of the National Network of Estate Planning Attorneys and serves as the vice president of the Trust & Estates Section of the National Bar Association.