Lunchtime Lesson: Estate Planning Starter Kit

In this session, local trusts and estates attorney Andrea Pierotti (of Behrens, Nelson & Knudson) will provide an overview of estate planning, wills, and trusts. Whether you think you should have a living trust, or a family member named you as an executor or trustee of their estate, we’ll cover what you need to know to get started, including:

• the difference between wills and trusts

• when you need to start planning

• the role of executors, trustees, and attorneys-in-fact

• choosing the right guardian for your kids

• what happens in probate

• how estate planning documents can help you during your lifetime.

Get your questions answered and arm yourself with information before you see a lawyer or buy a will package from the office supply store.

Feel free to bring a bag lunch.

$5-$10 sliding donation at the door for Non-Members– help us keep the lights on and keep great programs coming your way! WORK Members FREE- including Friends of WORK! (http://workpetaluma.com/friends-of-work/)

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Andrea Pierotti is an associate attorney at Behrens, Nelson & Knudson at 36 Fifth Street in downtown Petaluma, and a happy Petaluma native. Andrea learned what not to do in estate planning while working throughout law school at a probate and trust litigation firm. She now helps families plan their estates peacefully, counsels adult children and seniors dealing with incapacity, and represents trustees and executors with estate administration.