ARCHIVE: Who Do You Trust? Planned Giving Webinar
From Serena Metcalf
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Are you wondering who should manage your affairs after you're gone — should it be a family member, a trusted friend, or a seasoned professional? Don't let this important decision stall your estate planning journey!
Join us for an insightful webinar presented by the UC Davis Office of Planned Giving, where UC Davis alum, Scott J. Judson, will moderate a special presentation. You'll gain invaluable knowledge from two experts specializing in trusts and estate administration, guiding you through the roles of Executors, Trustees, and Private Fiduciaries — the dedicated individuals who ensure your wishes are carried out.
Whether you're just starting to plan your estate or looking to refine your existing arrangements, this webinar is your opportunity to gain clarity and confidence in securing your legacy.
[Video Description: The video opens with a navy-blue title screen accompanied by a smooth band, mellow background music. The screen cycles through several UC Davis rankings and points of pride in different fields and specialties.
The first speaker is Scott J. Judson, who appears individually in front of an Aggie blue screen. He is in a medium close-up, speaking directly to the camera in a conversational and professional manner. His opening remarks establish him as the moderator and explain the purpose of the webinar, which focuses on selecting the right person or fiduciary to carry out one’s estate planning wishes.
As the video progresses, Scott explains basic estate planning concepts and introduces the panelists, Alysia Corell and Deryk Walcott. Alysia appears in a conversational interview format as a trust officer, while Deryk appears as a California-licensed professional fiduciary. The speakers discuss their backgrounds, their roles in trust and estate administration and professional fiduciary advice.
Four informational slides accompany Scott’s introduction: "What is Estate Planning," "Estate Planning Option: Revocable Living Trust," "Advantages," and "What is a Trustee." Once the guest speakers are introduced and appear on screen, no more additional slides are shown and the setting remains consistent.
All speakers are clearly audible. No music or on-screen graphics are present after introductions.
Toward the end of the video, Scott thanks Alysia and Deryk for joining the discussion and sharing their expertise in trust and estate administration. The tone remains warm, informative and reassuring, emphasizing the value of planning ahead with clarity and confidence. The video then transitions to a closing slide with contact information for Brian Casey and the UC Davis Office of Planned Giving for additional details and questions. Viewers are told they will receive an email in the next few days with a recording of the presentation, along with contact information for the office, the panelists, and moderator.]
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