3-Part Webinar Series on Estate and Advance Care Planning

Woman smiling while sitting at a computer.

This 3-part webinar series provides an introduction to the legal and financial aspects of estate planning and to advance health care directive. After a short presentation, the speakers will answer questions from the audience!

Recordings of the following webinars will be available to all who registered: 

  • 6/17 (legal estate planning considerations)
  • 7/8 (advance care planning) will be recorded

Due to Fidelity Investment company policies the webinar on 6/24 (financial estate planning considerations) will not be recorded. 

REGISTRATION LINK

You can sign up for one, two or all three webinars through a one-time registration. You can also submit your questions when you register for the webinars.

Legal Estate Plan Considerations

Monday, June 17, 12pm to 1pm

Sara Diamond, Ph.D., J.D.

The webinar will cover the following topics: 

  • What is estate planning from a legal point of view? 
  • Who needs estate planning? 
  • What is the difference between "last will", "testament" and "trust"? 
  • What does "Power of Attorney" entail? 
  • Important aspects of Estate Administration

Sara Diamond, Ph.D., J.D., is a member of ARAG, UC's legal insurance plan. 

Financial Estate Plan Considerations

Monday, June 24, 12pm to 1pm

Pamela Regatuso, Vice President, Advanced Planning, Fidelity Investments

The webinar will cover the following topics: 

  • Foundational estate planning so that financial assets are set up properly
  • Estate taxes and portability 
  • How assets pass at death/probate avoidance 
  • Understanding a trust and how to properly fund it 

Advance Care Planning

Monday, July 8, 12pm to 1pm

Ryan McMahan, MD, MAS, Geriatrics and Palliative Care, University of California, San Francisco

A How-To-Guide for planning for your future medical care. 

The webinar will cover the following topics: 

  • Definition of Advance Care Planning (ACP) 
  • How hospitals use ACP 
  • Tools on how to get started 

Questions about the webinar series?

Contact us at ucbrc@berkeley.edu.