Marilyn Smith, LCSW, is a Licensed Clinical Social Worker who has worked over many decades professionally helping clients (and their adult children) as they age, face fears and move towards death. By Marilyn’s report, however, the most profound ‘learnings’ about the emotional, practical and estate related issues came from intimately walking with her parents until their deaths, both in their early 90s. She was also their Successor Trustee for each of their estates, which she found both complicated and “kind of messy.” Come hear from Marilyn all about the little details beyond just estate planning that are so important to address as end of life issues.

Attorney Aaron Davidson, Esq., has 6 years of experience handling continuous probate disputes involving wills, trusts, and conservatorships. In that time Aaron has learned the importance of having one’s plans written down and ensuring that the entire family is on the same page. Since his time in litigation, Aaron has been working in estate planning and conservatorship administration, focusing on getting clients to plan for their futures and do their best to resolve potential family disputes before a crisis arises. Aaron looks forward to helping people make these important decisions because he has seen first hand the difficulties families face without adequate planning.



Questions/RSVP: Marilyn Smith or Aaron Davidson