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Walnut Creek Magazine

Finance 102: Trust and Estate Planning in Today's Environment

Trust and estate planning fundamentals and what’s new in 2021.

The Walnut Creek Library Foundation presents Joan Grimes, local Walnut Creek attorney, as she presents a review of estate planning fundamentals and what’s new in estate planning for 2021. Learn about Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act, and how proposed changes to the tax code may affect your estate plan. Q&A will follow the presentation.


Joan Grimes has over 30 years experience in the industry. Grimes has served as the President of the Northern California Bankruptcy Forum and served as the Chair of the Contra Costa Commercial Law and Bankruptcy Section. She received her undergraduate degree from the University of California, Berkeley and was awarded her Juris Doctor from California Western University in San Diego, California. She is a member of the State Bar of California.


Register at https://wclibrary.org/finance/ 

Date & Time

September 23, 2021

7:00PM - 8:30PM

Add to Calendar 09/23/202107:00 PM 09/23/202108:30 PM America/Los_Angeles Finance 102: Trust and Estate Planning in Today's Environment The Walnut Creek Library Foundation presents Joan Grimes, local Walnut Creek attorney, as she presents a review of estate planning fundamentals and what’s... More info at www.walnutcreekmagazine.com/events/214125/finance-102-trust-and-estate-planning-in-todays-environment axEakIwmdzNKaowyWmiv58927

More Info

Virtual Event

Event Website

925-935-5395

No charge

Special Attractions Walnut Creek California

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