Alisha Thomson, JD, Trust Officer / Business Development, Country Club Trust Company
Topic: Gifts of Real Estate and Other Unique Assets
Summary of presentation: Join Alisha Thomson as she discusses tips for gifting and receiving real estate and other unique assets. The presentation will include considerations for attorneys and other planning professionals assisting clients who are planning to make charitable gifts as well as planning tips for nonprofit professionals who are handling receipt of those gifts on behalf of their organization.
- Legal considerations and pitfalls of gifting and receiving real estate
- What to expect when transferring and receiving other unique assets
- Unique asset gifting policies for nonprofits
About Alisha: Alisha joined Country Club Trust Company in 2016 with experience in elder law, estate planning, probate, oil and gas, charitable giving, sales and marketing. Alisha’s background includes three years in the private practice of law with Donna J. Jackson & Associates, an Elder Law, Estate Planning and Probate firm in Oklahoma City, Oklahoma, and two years of experience in development and fundraising at Great Plains SPCA, a Kansas City nonprofit.