Handing Off Your Heirlooms: Lunch & Learn Webinar

At Zoom

Passing down personal possessions can be meaningful…and complicated. How do you balance financial value, sentimental attachment, and differing expectations among heirs? And what happens when your kids don’t want your stuff?

Presented by the Santa Barbara Museum of Natural History’s Planned Giving Advisory Council, this free public webinar explores clear goals and best practices for transferring non-titled property, helping you make thoughtful decisions that minimize conflict and maximize clarity. Learn from our guest speaker from the international auction house Bonhams, Senior Vice President and Head of Trusts & Estates, North America Joe Baratta. Based at the Bonhams Los Angeles office, Joe will provide free tips on appraisals, strategies for gifting items during your lifetime, how to incorporate personal property into your estate plan, and constructive ways to manage differing expectations among heirs.

Register today for this free Zoom webinar.

For more information, contact Andrea McFarling, Philanthropy Officer of Legacy Giving, at amcfarling@sbnature2.org or 805-682-4711 ext. 179.

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