Estate Planning Essentials Workshop
Schedule
Sun Nov 16 2025 at 02:00 pm to 04:00 pm
UTC-08:00Location
2559 Puesta del Sol, Santa Barbara, CA, United States, California 93105 | Santa Barbara, CA
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Get your affairs in order with confidence—we provide expert guidance with a personal touch. The Museum’s Planned Giving Advisory Council will present a free, two-hour public workshop on the essentials of estate and legacy planning.Presentations by expert speakers will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.
This is an in-person event. The workshop lasts until 4:00, but interested attendees are welcome to linger until 5:00 PM for a meet-and-greet with the presenters and other estate planning professionals.
Please RSVP through this online form: https://forms.office.com/pages/responsepage.aspx?id=1qktXibEj0qM6PFOeq3b9jVI4ejtcW1AkBHQXjb7ipZUOFZRNThHWFFHNUVYSlFRVkhUSUY3VFRYSy4u&route=shorturl
Questions? Contact the event host, Philanthropy Officer of Legacy Giving Andrea McFarling at [email protected] or 805-682-4711 ext. 179.
Presenters:
Tiffany Goodall, CPA
Brett Piersma, Estate Attorney
Tamara Skov, CLPF
Denise Stevens, Planned Giving Professional
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Where is it happening?
2559 Puesta del Sol, Santa Barbara, CA, United States, California 93105Event Location & Nearby Stays:
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