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Separate Share Trusts — Protecting Your Heirs

Wednesday, March 16 | 2:00PM-3:00PM | ZOOM Webinar

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?
lea dillard carrier law attorney

Presented by

Lea Dillard, Attorney

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.

heather green mugshot

Heather Green,
Supervisor Probate and Trust Administration

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.

REGISTER Now!

Sign up now and join us for this Educational Series ZOOM Webinar. Once you have registered, you will receive an email with details on how to access the webinar.

Weds., March 16 at 2:00PM

Two hours that can change your life.

Find a workshop location near you: