Survivor and Beneficiary Support

Information for survivors and beneficiaries of UC employees and retirees.

Estate and Advance Planning Workshop, UC Berkeley Retirement Center

Understand who needs estate planning assistance, the documents included and their purpose as well as how to make certain your healthcare choices are communicated to your loved ones and healthcare professionals.  A review of the Advanced Health Care Directive, Power of Attorney, Trust, Revocable Living Trusts, Last Testament and Will, Estate Taxes and Estate Administration will be covered. Additionally information will be provided about the UCRP survivor benefit. Presenters: Kristen Southworth, JD, Ryan McMahan, MD, MAS, Don Goldberg, UC Retirement Administrative Service Center.