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Estate Planning Series

A free 90-minute, eight-week series that explains all aspects of estate planning. The series includes in-depth information on estate planning, all aspects of wills and trusts, duties of fiduciaries, executors, and trustees, health care directives, Medicaid and health insurance, estate taxes, digital assets, and more. Classes are taught by volunteer expert estate attorneys and trust officers within our community.

Learn more about the Fall 2024 series held at the Sierra View Library from September 18 to October 30.

WEEK 1 | Quiz and Planning Guide | Kurt Mische, Facilitator

WEEK 2 | Fundamentals of Estate Planning | Nicole Vance

WEEK 3 | Wills Probate and Trusts | Kevin Walsh

WEEK 4 | Responsibilities of Fiduciaries, Executors, and Successor Trustees | Mark Dreschler

WEEK 5 | Benefits of Trusts | Jason Morris

WEEK 6 | Power of Attorney, Health Care Directives, DNRs, and Ethical Wills | Ryan J. Earl

WEEK 7 | Estate Planning for Digital Assets / Customizing Your Planned Giving | Luke Welmerink / Chris Askin

WEEK 8 | Long-Term Care Planning / Wills Planning Guide | John Smith / Kurt Mische

ADDITIONAL RESOURCES

•  2023 FORM — Durable Power of Attorney for Healthcare

•  2023 FORM STATUTORY — Financial Power of Attorney

Presented in partnership with
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