Meeting/Event Information

Program Overview

Celebrity estates often make headlines for all the wrong reasons. Family disputes, lost charitable opportunities, and planning failures that drain impact. Behind the drama, however, are powerful fiduciary lessons for advisors, nonprofits, and donors.

Join Tammie Sandoval, Chief Fiduciary Officer at Bank OZK, as she explores how high-profile estates illuminate the principles of planned giving. Through real-world case studies and practical takeaways, this session will equip you to guide donor conversations, safeguard intent, and translate generosity into lasting legacy.

What You’ll Learn

Participants will:

·         Discover fiduciary design flaws exposed in high-profile estates and how to prevent them.

·         Explore the “Three C’s of Planned Giving”.

·         Learn strategies for helping donors avoid the “celebrity pitfalls” of silence, fragmentation, and unfunded structures.

·         Gain practical tools to turn donor vision into enduring charitable impact.

About the Speaker

Tammie Sandoval is Chief Fiduciary Officer at Bank OZK, where she leads fiduciary strategy, governance, and risk management across multiple regions. A licensed attorney and Certified Trust & Fiduciary Advisor (CTFA), she has more than 15 years of experience guiding clients, families, and institutions through complex trust and estate matters.

Tammie is a frequent speaker and published contributor on fiduciary best practices, with thorough leadership focused on charitable planning, donor intent, and modern trust design.