You Can’t Take it With You: Essential Estate Planning in California

Facilitated by: Tom Christopher, ’90, Estate Planning Attorney, and June Penrod, Director of Planned Giving

Join us for a brown bag lunch, we’ll provide the refreshment and dessert, while we cover the essentials of estate planning in California. We’ll start with the basics of what estate planning entails, cover topics that are specifically relevant to CSU employees, and discuss resources that are available to you on campus, such as Charitable Gift Annuities.

Whether you’re planning for yourself, your family or your favorite charity, we’ll provide you with information to get started on the right path.

Participants will:

• Gain an understanding of concepts and processes associated with estate planning in California;
• Have a greater understanding of the different planned giving options available to you; and,
• Learn where you can find additional resources to help you plan most appropriately.