The Santa Barbara Museum of Natural History is hosting a free, online lunch and workshop Plan While You Can: Strategize Your Personal Property in Estate Planning, noon-1 p.m. Tuesday, March 30.
For families and individuals having to make decisions about passing on personal possessions, determining who gets what can be a challenge. What’s fair and equitable? What are the different distribution options, and what will the consequences be? What about the difference between value and worth?
The webinar will cover goals for transferring non-titled property, legal definitions and issues, bequest tips, and best practices to optimize planning. Register online at https://sbnature.org/lg-workshop.
Speakers Denise Stevens and Elizabeth Stewart, who are experts in the field, will share personal stories from their experiences to help participants navigate the issue for themselves. Rochelle Rose, museum legacy giving development officer, will moderate.
Stevens is a former planned giving and financial professional who retired from a large healthcare nonprofit. She previously worked for various Fortune 500 companies including Wells Fargo, Bank of America, Transamerica, and Dean Witter.
She earned double BA degrees from UCLA and a master’s degree in organizational behavior and development from California Lutheran University.
Stewart is 30-year expert in the world of material culture. She works as an appraiser of art and valuable personal property. A certified member of the Appraisers Association of America, she has spent her career in the world of personal belongings, and in archives, libraries, and museum accession rooms.
She holds a degree in history magna cum laude from Tufts University, an honors thesis in Architectural History from the University of Edinburgh, Scotland, and interned at the Victoria and Albert Museum in London.
Stewart holds a master’s degree in historic preservation and public history from the University of San Diego, and a doctorate from Pacifica Graduate Institute in mythology.
For more information, contact Rose at 805-682-4711 ext. 179 or rrose@sbnature2.org.