The Situation: Mr and Mrs Watkins asked RMO Law to prepare their wills. They wanted to make a gift in their wills to a particular charity. RMO Law spoke to the CEO of the charity and discovered that the organisation had lost its deductible gift recipient (“DGR”) charitable status with the tax office and that its previous CEO was under investigation.

The Result: Better estate planning. Due to RMO Law’s investigations, Mr and Mrs Watkins selected a different charity to benefit in their wills.

*Names have been changed for confidentiality. However, some cases appear on public records such as court reports on the internet. As every case is different, the cases reported here cannot be taken as an indication of a similar outcome being likely in your case, and these reports are not to be taken as legal advice about your particular situation.