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What is a Living Trust and Do You Need One?

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This online webinar covers the basics of California Living Trusts and other considerations as part of your estate planning.

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The San Diego Public Library Foundation’s popular estate planning webinar series continues with California Living Trust Basics from noon to 1:15 pm, Thursday, October 28.

Featured speaker Jennifer McGibbons, Certified Specialist in Estate Planning, Trust and Probate Law will cover the basics of a California Living Trust, including the advantages and possible drawbacks, and information to help you determine whether this option is one you should consider in your estate planning. The event will explain:

  • What is a Living Trust?
  • The difference between a Will and a Living Trust.
  • The reasons for and benefits of having a Living Trust.
  • Ways a Living Trust can protect your assets, provide for your loved ones, and make a charitable impact.

The featured speaker is Certified Estate Planning Specialist Jennifer McGibbons. Jennifer is a founding partner of Sullivan, McGibbons, Crickard & Associates, LLP in San Diego. Jennifer’s practice is focused in the areas of estate planning, trust and estate administration, probate, and charitable planning. She has extensive experience in estate planning for individuals and families, including trust formation, charitable giving, transfer tax planning, incapacity planning, intra-family transactions, and trust and probate administrations. Jennifer has earned a number of professional accolades, including "Top 25 Women Super Lawyer - San Diego" in 2019, "Top Attorney, Estate and Trust Planning" from San Diego Magazine 2018 through 2020, and "AV Preeminent from the Martindale Hubbell" since 2017.

This event is for informational purposes only. Not intended as tax or legal advice. Please consult with your own qualified professional advisors.

This will be a Zoom event. Technical assistance will be available on the day of the event.

For questions about this event or about including the Library Foundation in your estate plans contact Director of Major and Planned Gifts Kymberly Mueller at kmueller@supportmylibrary.org.


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