Event Details

Event: Quarterly Meeting
SDPGP Quarterly Meeting: What’s New in Estate Planning in 2022

Date: Wednesday, Feb 16, 2022
Time: 12:00 pm - 1:30 pm PST
Presenter: Attorneys Roberta J. Robinson and Daniel J. Wilson
Location: This virtual meeting and webinar will be hosted on Zoom.

With over 50 years of combined experience in the industry, attorneys Roberta J. Robinson and Daniel J. Wilson have made a name for themselves with this annual presentation. The San Diego Planned Giving Partnership is thrilled to be able to offer it to our members this year!

This dynamic duo of San Diego attorneys will break down, in plain English and with a dash of good humor, the latest developments in estate planning, probate, trust law, and administration. Specifically, they will explain how these changes could affect your donors and whether they may need to update their estate plans.

This webinar is for fundraisers of all experience levels as well as donors.

What you will gain:

  • Clear and simple explanations of estate planning and administration concepts, and recent legal developments.
  • An understanding of how recent legal developments may affect your fundraising strategies.
  • A valuable handout prepared by Ms. Robinson and Mr. Wilson to which you can refer all year.

Cost:
$15 for SDPGP Members
$25 for non-members


For more information about the event please contact us.
We hope you can join us!
The San Diego Planned Giving Partnership