SB Museum of Natural History Hosts Estate and Legacy Planning Essentials Workshop

SB Museum of Natural History Hosts Estate and Legacy Planning Essentials Workshop title=
SB Museum of Natural History Hosts Estate and Legacy Planning Essentials Workshop
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Event Date: 
Sunday, November 17, 2019 - 15:00

On Sunday, November 17, 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 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

About the Santa Barbara Museum of Natural History
Powered by Science. Inspired by Nature. Founded in 1916, the Santa Barbara Museum of Natural History inspires a thirst for discovery and a passion for the natural world. The Museum seeks to connect people to nature for the betterment of both, and prides itself on being naturally different. For more information, visit sbnature.org. 

Event Category: 
WORKSHOP