# Event Details

- **Event Name**: Estate Planning Essentials Workshop
- **Event Start and End Date**: Sun, 15 Nov, 2026 at 02:00 pm – Sun, 15 Nov, 2026 at 04:00 pm (-08:00)
- **Event Description**: Get your affairs in order—and know you have a plan.

What would happen if you could no longer make your own financial or healthcare decisions? Who would step in? And if you were to die unexpectedly, would your assets go to the people and causes you care about—or would your family have to figure it out without you?

Estate planning isn’t just about what happens after you die. It’s about making thoughtful decisions now so the people you love know what to do if the unexpected happens.

The Santa Barbara Museum of Natural History’s Planned Giving Advisory Council invites you to a free, two-hour, in-person public workshop covering the essential elements of estate and legacy planning. Our experienced presenters will explain these topics in straightforward, practical terms, including:

Wills and trusts 
Durable powers of attorney for financial decisions 
Healthcare directives and advance care planning 
Different types of fiduciaries and the roles they play 
Capacity and decision-making issues 
Tax considerations 
Legacy planning and charitable giving 

Whether you are starting from scratch, have an estate plan that needs updating, or simply want to better understand your options, you’ll leave with information you can use and questions to discuss with your own professional advisors.

The formal program concludes at 4:00 PM. Attendees are invited to stay until 5:00 PM for an informal meet-and-greet with the presenters and other estate planning professionals.

Please RSVP through this online form: https://forms.cloud.microsoft/pages/responsepage.aspx?id=1qktXibEj0qM6PFOeq3b9jVI4ejtcW1AkBHQXjb7ipZUODJWWTZIVFRQMEtBVFdRUVpRRUU5WU1JSC4u&route=shorturl

Questions? Contact Andrea McFarling at amcfarling@sbnature2.org or 805-682-4711 ext. 179.

Presenters
Tiffany Goodall, CPA 
Brett Piersma, Estate Attorney 
Tamara Skov, CLPF 
Denise Stevens, Planned Giving Professional 
Hosted by
The Planned Giving Advisory Council and Andrea McFarling, Philanthropy Officer of Legacy Giving, Santa Barbara Museum of Natural History
- **Event URL**: https://allevents.in/santa-barbara/estate-planning-essentials-workshop/200030770477902
- **Event Categories**: workshops, nonprofit, meet-and-greet, meetups
- **Interested Audience**: 
  - total_interested_count: 11

## Ticket Details


## Event venue details

- **city**: Santa Barbara
- **state**: CA
- **country**: United States
- **location**: 2559 Puesta del Sol, Santa Barbara, CA, United States, California 93105
- **lat**: 34.44036
- **long**: -119.71474
- **full address**: 2559 Puesta del Sol, Santa Barbara, CA, United States, California 93105

## Event gallery

- **Alt text**: Estate Planning Essentials Workshop
  - **Image URL**: https://cdn-az.allevents.in/events6/banners/ab4c21c5841ce12fb317606793ce1fc31a62828cefe41aa55fd0d702a666310e-rimg-w1200-h799-dc989898-gmir?v=1791103502

## FAQs

- **Q**: When and where is Estate Planning Essentials Workshop being held?
  - **A:** Estate Planning Essentials Workshop takes place on Sun, 15 Nov, 2026 at 02:00 pm to Sun, 15 Nov, 2026 at 04:00 pm at 2559 Puesta del Sol, Santa Barbara, CA, United States, California 93105.
- **Q**: Who is organizing Estate Planning Essentials Workshop?
  - **A:** Estate Planning Essentials Workshop is organized by Santa Barbara Museum of Natural History.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Estate Planning Essentials Workshop is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Santa Barbara, this event is thoughtfully curated to deliver a standout experience worth every moment. If Estate Planning Essentials Workshop sounds like your kind of event, don't wait - spots fill up fast.

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