Estate and Trust Settlement Instructions
The Office of Gift Planning coordinates all estate and trust matters on behalf of the Georgia Institute of Technology and the Georgia Tech Foundation, Inc. Please contact:
Lauren M. Kennedy
Office of Development/Gift Planning
Georgia Institute of Technology
177 North Avenue NW
Atlanta, GA 30332-0220
Phone: 404-385-6716
Fax: 404-894-0350
To assist us with properly and efficiently processing the gift and utilizing the bequest as the donor intended, please provide the following information:
- Name(s) and address(es) of the survivor(s) of the decedent to whom it would be appropriate to send an expression of Tech’s gratitude;
- A copy of the Will, trust, or other legal document(s) directing the distribution of assets to the Georgia Institute of Technology or Georgia Tech Foundation, Inc.; and
- If possible, an estimate of the value of the bequest and an anticipated date of distribution.
Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
Read more