UC Trust | Planning Your Legacy

From planning for the future to reviewing an existing will, this session will explore how to manage your wealth, provide for loved ones and support the causes you care about, with your US and UK obligations in mind.

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Event Details

Navigating financial and estate planning across the US and UK can raise plenty of questions. Whether you have recently arrived in the UK or have lived here for years, join the University of California Trust for an interactive webinar with MASECO Private Wealth and Stone King.

From planning for the future to reviewing an existing will, this session will explore how to manage your wealth, provide for loved ones and support the causes you care about, with your US and UK obligations in mind.

Registration is free, with a suggested donation of £10 to support a programme at your home UC campus. Participants will also be invited to a follow-up breakfast session, held in person on Tuesday 15 December 2026.

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