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

Thursday, November 13th, 2025 at 4:00pm

Thursday, November 13th, 2025 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.”

Related posts:

  1. How Your Family Meeting avoids conflict and secures your estate plan
  2. Workshop – How to Choose the Right Successor Trustee
  3. Preparing for the Unexpected: What Happens to Your Kids if Something Happens to You?
  4. Is it time to re-allocate some of your assets?

image of elder law attorney Whitney Hey

Your Guide:

Whitney first became interested in law school when an interfamily conflict meant that a guardianship hearing was necessary for her grandmother, and she attended the hearing as moral support.  

Whitney’s goal is to help make the estate planning process as easy as possible for her clients, so that they feel confident that their wishes will be handled appropriately. 

Whitney graduated from Gonzaga University School of Law in 2017 after completing the 2-Year Accelerated program. 

 After law school Whitney passed the July 2017 bar exam and began her work as an associate attorney for The Moller Law Group LLC. which focused on family law, probate, and trust and estate planning. In 2020, when the firm was purchased by the Business Law Group and rebranded as the Family Law Group, P.C. Whitney continued to represent clients in Trust and Estate Law, Probate Law and Elder Law. She began working for Hammond Law Group in January 2023. 

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