Lunch n' Learn - Basic Estate Planning Documents

Date: Thursday, February 12, 2026
Time: 12:00pm - 1:00pm
Location: Virtual - Zoom
Speaker: Kate McCurdy, Esq.

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Rochester EPC

Lunch n' Learn - Basic Estate Planning Documents

     -wills

     -health care proxy

     -power of attorney

     -trusts

     -tod deeds

Kate will walk us through the basics, including real life case examples.  In addition, ways for cross discipline collaboration, for client Estate Planning.

 

Lunch n' Learn Goals 

1- build out basic knowledge, of fundamental topics in Estate Planning

2- target = newer younger members & guests, in addition to those looking for a refresher on the topic

 

NOTE:  This program does not include CE credit

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