Multidisciplinary Estate Planning Workshop

Date: Tuesday, October 24, 2023
Time: 4:00pm - 7:30pm
Location: Santa Barbara Club
Speaker: Workshop

Save the date for a very special event in October.  The Santa Barbara Estate Planning Council will be having our first ever Multidisciplinary Estate Planning Workshop.  There will be a hard deadline of October 10 for RSVPs so that we can pre-assign attendees to groups.  Attendees should read the Evans Case Study (draft posted under event details) prior to the workshop and be prepared to work with their colleagues on solutions for the "client".  

As a thank you to our members, the Council will be providing one drink ticket to each attendee.

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