In-Person: Estate Planning Essentials Workshop
Class/Workshop
S.B. Museum of Natural History
**Events may have been canceled or postponed. Please contact the venue to confirm the event.
Date & Time
Sun, Nov 14 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 public workshop on the essentials of estate and legacy planning. 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.
This is an in-person event that will be held in Fleischmann Auditorium at the Santa Barbara Museum of Natural History. Attendees will be required to wear masks while in the auditorium.