Trustee School: Level 200
Thursday, May 20th, 2021 – 4 pm MST – A webinar exclusively for Legacy Protection Plan Members, their trustees and guests.
Trust Administration: Level 200 covers a variety of topics focused on de-stressing and simplifying the process for the loved one you have chosen to manage your trust after you pass.
As a continuation of Trustee School: Level 100, attendees will dive deeper into the post-death meeting we have with your loved ones upon your incapacity or passing. This will give successor trustees a deeper understanding of what items they will need for that meeting. We will cover how state and federal taxes may affect your estate, and possible tax consequences to you beneficiaries.
The presentation will include case studies detailing the steps of trust administration to give attendees a “real world” understanding of the trust administration process.
We hold this seminar for family and friends allowing for fruitful conversation, regarding your wishes and the execution of your estate plan after your passing. We hope that you and your Successor Trustee can join us for this event.
Trustee School: Level 200 is an exclusive webinar for members of the Legacy Protection Program and their guests. Please invite your loved ones, especially your successor trustee(s) so they can get firsthand knowledge of what it will be like to work with Hammond Law Group when the time comes.
Not a Legacy Protection Plan member? Contact Janet at 719.520.1474 to sign up for the Legacy Protection Plan maintenance program.
“LPP, It’s Where to Be.”
As an attorney in private practice in Colorado, Catherine Hammond provides extensive estate and tax planning services to individuals and businesses. Ms. Hammond’s primary focus is protecting families from the devastating legal effects of disability and death.