Estate Planning Webinar: Who do you Trust?

Banner

Event Date

Location
Zoom

Join us for a virtual panel discussion!

Are you wondering who should manage your affairs after you're gone — should it be a family member, a trusted friend, or a seasoned professional? Don't let this important decision stall your estate planning journey!

Join us for an insightful webinar presented by the UC Davis Office of Planned Giving, where UC Davis alum, Scott J. Judson, will moderate a special presentation. You'll gain invaluable knowledge from two experts specializing in trusts and estate administration, guiding you through the roles of Executors, Trustees, and Private Fiduciaries — the dedicated individuals who ensure your wishes are carried out.

 Whether you're just starting to plan your estate or looking to refine your existing arrangements, this webinar is your opportunity to gain clarity and confidence in securing your legacy. 

Don't leave your loved ones' future to chance. Register today and empower yourself with essential estate planning insights!

Register 

Moderator:

Estate Planning pic 1.jpeg

Scott J. Judson B.A. 2009, J.D. 2012

Managing Attorney of the Sacramento office of Bold, Polisner, Maddow, Nelson & Judson, A Professional Corporation.

 

 

Featured Panelist:

estate planning pic 2 .jpeg

Alysia Corell

Vice President and Personal Trust Officer, Exchange Bank Trust & Investment Management. Certified trust and fiduciary advisor servicing the Sacramento metropolitan area.

 

estate planning pic 3 .jpeg

Deryk Walcott B.A. 2014

California Licensed Professional Fiduciary and Co-Founder of Walcott & Hartin LLC. Principal Licensed Professional Fiduciary and extensive experience in California Probate Law.

Event Category