Saving a Charitable Bequest

A charitable organization approached me recently because a Maryland resident left a large bequest in her Will to the organization, but the language in the Will limited the gift to be used by a certain class of persons served by the charitable organization.

Unfortunately, over time, the organization that was to receive the bequest had discovered that there are so few of the types of people the bequest was intended to benefit that the organization had been directing its resources to assist others who suffered similar disabilities, just not the particular disability identified in the bequest under the Will.

Fortunately, Maryland law allows the recipient of such a bequest to obtain a Court Order expanding the scope of the Will so that the intended recipient of the bequest is able to use the gifted funds in furtherance of its charitable purposes.

William Gatesman was able to file a pleading with the Circuit Court and obtain a court order without the necessity of a court hearing, thereby enabling the charitable organization to make effective use of the bequest and fulfilling the deceased person’s charitable intentions.

The Gatesman Law Office stands ready to resolve problems that may arise in the administration of the estate of a deceased person in an efficient and economical manner.