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Estate Planning Essentials Workshop

Free
Organizer: Santa Barbara Museum of Natural History
Posted by:Caroline

Santa Barbara Museum of Natural History

Estate Planning Essentials Workshop

FREE event, open to the public

Sunday, November 14, 2021 from 3:00–5:00 PM

On Sunday, November 14, from 3:00–5:00 PM, the Santa Barbara Museum of Natural History’s Planned Giving Advisory Council will present a free two-hour workshop on the essentials on estate and legacy planning. This workshop is free and open to the public.

Expert speakers include estate attorney Brett Piersma from Mullen & Henzell LLP, professional fiduciary Jackie Quinn from Quinn Fiduciary Services, Donna Dawson, CPA, and former institutional trust officer, financial advisor, and planned giving professional Denise Stevens.

Presentations will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.

Reservations are appreciated by contacting Caroline Baker at (805) 682-4711 ext. 109 or cbaker@sbnature2.org. For more information, visit sbnature.org/pg-workshop.

This is an in-person event that will be held in Fleischmann Auditorium at the Santa Barbara Museum of Natural History.

Masks will be required to be worn by attendees while in the auditorium.

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