In this Zoom VIRTUAL workshop, you will learn:
- What is a separate share trust?
- Why should I get a separate trust (a/k/a what’s in it for me)?
- How does a separate share trust work?
- Do I have to file a tax return?
About Lea: Lea has helped many Carrier Law families navigate Trust Administration following the death of a loved one. “I very much enjoy working with the Trustee and families throughout the process of trust administration, especially assisting the Trustee in getting the assets to the beneficiaries.” Lea was born and raised in, and has a love for, West Michigan. Before law school, Lea attended Michigan State University where she was a proud member of the Spartan Marching Band.
About Heather: Heather has been serving families with their Estate Planning and Probate/Trust Administration needs for many years. She has guided hundreds of families through the complex journey after the loss of a loved one and ensures that the process runs smoothly and efficiently. Heather is passionate about lessening the burden at a most difficult time. When Heather is not providing guidance to Carrier Law families, she enjoys spending time with her family and friends, camping, hockey games, her two cats, and the art of brunch.
We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.
All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.
The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.
I was totally lost when my husband's dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.
Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) - great experience. Thank you!
My husband and I just returned from your workshop in Portage...We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.
Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!
We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.