Estate and Legacy Planning Essentials Workshop
**Events may have been canceled or postponed. Please contact the venue to confirm the event.
Date & Time
Sun, Nov 17 3:00 PM - 5:00 PM
Address (map)
2559 Puesta Del Sol, Santa Barbara, CA 93105
Venue (website)
S.B. Museum of Natural History
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 life planning. Refreshments will be served.
Expert speakers include estate attorney Sharon Kennedy from Kennedy Estate Management, professional fiduciary Jackie Quinn from Quinn Fiduciary Services, 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 Rochelle Rose CFRE, Development Officer–Legacy Giving, at (805) 682-4711 ext. 179 or rrose@sbnature2.org.