Estate and Legacy Planning Essentials Workshop
At Zoom
The Museum’s Planned Giving Advisory Council presents a free, public two-hour Zoom 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 M. Dawson, CPA, and former institutional trust officer, financial advisor and planned giving professional Denise Stevens.
Learn about wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.
For more information, contact Legacy Giving Development Officer Rochelle Rose, CFRE, at (805) 682-4711 ext. 179 or rrose@sbnature2.org.