This is an exclusive webinar for Legacy Protection Plan members and their guests.
Trustee School: 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.
Not a Legacy Protection Plan member? Contact Janet Peterson at 719.520.1474 to sign up for the Legacy Protection Plan maintenance program.
“LPP, It’s Where to Be.”