Living Trusts: Who Needs Them and Why - March 13, 2019

Join us on March 13th for a special seminar presented by:
Community Foundation Santa Cruz County and UCSC Planned Giving


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?

Join us on Wednesday, March 13, 2019, 9:30 to 11:00 a.m.
There is no charge for the presentation, but prior registration is required. 

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

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. 

When: Thursday, May 3, 2018
Time: 9:30 a.m. to 11:30 a.m.
Where: UCSC Arboretum - Horticulture Room, 1490 High Street, Santa Cruz, CA 95064

Cost: $Free - Advance registration required

CLICK HERE TO REGISTER NOW!