This workshop, with local lawyer Bruce Swanson of the Gibraltar Law Group, will cover enduring powers of attorney, representation agreements and probate issues. Learn more about the differences between home-made wills vs. professionally executed wills, joint ownership as a tool to avoid probate, power of Attorney vs. representation agreement (financial/assets vs. medical), and discretionary trusts for minors or adult children with limited capacity or substance abuse issues.

If you would like to stay for lunch please email [email protected]. Please make sure to indicate any dietary restrictions.

Make a day of it and register for one of our afternoon workshops: Living on a retirement income or What you need to know about hospice care