June 14, 2023 @ 9:00 am – 10:30 am
Webinar link will be provided
HGPC members: $15, Non-members: $25
What’s New in Estate Planning 2023
Joint event with the San Diego Planned Giving Partnership
Attorneys Roberta J. Robinson and Daniel J. Wilson present the latest updates in estate planning, probate, trust law, and administration.
With over 52 years of combined experience in the industry, attorneys Roberta J. Robinson and Daniel J. Wilson have made a name for themselves with this annual presentation. The San Diego Planned Giving Partnership is thrilled to be able to offer it to our members again this year!
This dynamic duo of San Diego attorneys will break down, in plain English and with a dash of good humor, the latest developments in estate planning, probate, trust law, and administration. Specifically, they will explain how these changes could affect your donors and whether they may need to update their estate plans.
This webinar is for fundraisers of all experience levels as well as donors and board members.
What you will gain:
Clear and simple explanations of estate planning and administration concepts, and recent legal developments.
An understanding of how recent legal developments may affect your fundraising strategies.
A valuable handout prepared by Ms. Robinson and Mr. Wilson to which you can refer all year.