Living Trusts - Who Needs Them and Why

A living trust is a flexible estate planning tool. This presentation will cover the terminology, definitions, and benefits of living trusts in a straightforward way.

Learn how they are used to provide control over your estate, avoid probate costs, protect your privacy and facilitate the management of your assets if you should become ill or disabled.

  • What’s the difference between a will and a living trust?

  • What is probate? Why do I want to avoid it?

  • How does a living trust protect your assets?

 

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Free, but registration is required.

 

Presenters:

Dina Hoffman is an estate planning attorney with a passion for helping clients to explore charitable options in their estate plans. A Santa Cruz High School grad, Dina holds degrees from Stanford University and the UC Berkeley Boalt Hall School of Law. Dina has served on many local boards, including Community Foundation Santa Cruz County.

Emily Buchbinder is an estate planning attorney who values the personal relationships she builds with her clients. As part of her services, Emily helps her clients to include philanthropy in their plans. She holds degrees from UC Berkeley and Monterey College of Law and also has an MA in taxation. Emily is a Community Foundation board member. She has served on the boards of Women Lawyers of Santa Cruz County and Habitat for Humanity.

Questions? Contact Danu Schoeck at dschoeck@cfscc.org or 831.662.2063.

Wednesday, October 30 at 9:30am to 11:00am

Arboretum, Horticulture Room
122 Arboretum Road, Santa Cruz, California 95064

Event Type

Lectures & Presentations

Invited Audience

Alumni, Faculty & Staff, General Public

Website

https://livingtrustoct30.eventbrite.com

Group
Office of Planned Giving
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