Multidisciplinary Estate Planning Workshop

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

The Santa Barbara Estate Planning Council will be having our first ever Multidisciplinary Estate Planning Workshop on October 24.  There is a hard deadline of October 10 for RSVPs so that we can pre-assign attendees to groups.  Attendees should read the Evans Case Study (attached) prior to the workshop and be prepared to discuss the case with their colleagues and work on solutions for the "client".  

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

Related Document(s):

See Upcoming Event Calendar