Learn to establish a living trust and plans for your estate.
Join us and Gina Richardson, SAFE Credit Union Financial Educator, for a workshop on living trusts and estate planning. Learn how to:
- Avoid the pitfalls of using joint ownership as a way to transfer property
- Choose the right person to make decisions for you in case of a medical emergency
- Nominate guardians and provide for minor children
- Establish a living trust to avoid probate
Open to all UC Davis community members - staff, academics, students, alumni, and retirees.
More financial well-being workshops will be announced in the coming weeks. Our calendar will share the most updated information.