Torrance Memorial presents Taking Care of Your Financial Health, a free, interactive seminar series presented by Torrance Memorial's Professional Advisory Council (PAC). Learn about estate planning, changes to the tax code, how to plan for retirement, long-term care insurance policies and more.
Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life-care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.
Estate Planning and Conservatorships Basics
Topics:
- Basic elements of estate planning
- Planning for incapacity – what is needed?
- When, why and how of conservatorships
Presenters:
- Beti Bergman, Attorney
- Grace St. Clair, Attorney
Hear from two estate planning attorneys about the basic elements of an estate plan, what is needed to plan for possible incapacity and how conservatorships work.
