Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important

Thursday, October 19th, 2023 at 4:00pm

Attend in Colorado Springs at the Phyllis A Hammond Educational Center

Or Attend Online via Zoom
A workshop exclusively for Legacy Protection Plan Members and Their Successor Trustees.

This course will take an in-depth look at the creation of trust shares for beneficiaries under your trust plan and the importance of this kind of planning for your beneficiaries.  We will cover in detail the different protections afforded in trust shares such as distributions over time, creditor protection and preserving assets solely for the beneficiary and their needs.  Finally, we will touch on how trust shares are administered after the Trustor’s passing and what you can do now to help make administration as smooth as possible.

Not a Legacy Protection Plan member? Call 719.520.1474 to sign up for the Legacy Protection Plan maintenance program.

“LPP, It’s the place to Be.”

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  2. Is it time to re-allocate some of your assets?
  3. Your Legacy Is At Risk. Consider a Professional Trustee.
  4. What to Do When a Loved One Dies

Author Bio

Catherine Hammond is the CEO and founder of Hammond Law Group, a Colorado-based estate planning law firm she founded in 2005. With a strong focus on protecting families from the legal consequences of disability and death, she creates comprehensive estate plans that minimize taxes, costs, and government interference.

A native of Denver, Catherine completed her undergraduate studies at Coe College in Iowa, and her Juris Doctorate from the University of Denver College of Law in 1993, concentrating on estate planning, tax, and mediation. Catherine is a member of various professional organizations, including WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys, the Colorado Springs Estate Planning Council, and the Purposeful Planning Institute. Beyond her legal expertise, Catherine provides transformational coaching to support clients and their families through life transitions.

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