The Museum is open Wed–Mon, 10:00 AM–5:00 PM. Masks required indoors. The Sea Center is closed for renovations through spring 2022.

Estate Planning Essentials Workshop

At the Museum | Fleischmann Auditorium

November 14, 2021 / 3:00 PM–5:00 PM

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.

Sponsored by Noozhawk