Special Co-Trustees - Trust Protector
** Thanks to Platinum sponsors Midwest Trust and Longmont Community Foundation**
As an Estate Planning Attorney with Hammond Law Group, Jessica Showers focuses her practice on creating proactive and comprehensive estate plans for her clients. Mrs. Showers’ values learning what is truly important to each individual client and their families in order to ensure their interests are protected by their estate plan.
Mrs. Showers is a native of Colorado Springs, and began her career in law shortly after high school, working as a paralegal for a local criminal defense firm. During her time as a paralegal, Mrs. Showers pursued an Associate’s Degree in Applied Sciences focusing specifically in Paralegal studies, at Pikes Peak Community College. She continued her education at the University of Colorado at Colorado Springs, receiving a Bachelor’s Degree in Political Science in December 2007. In 2008, Mrs. Showers attended New England’s School of Law in Boston, Massachusetts.
The Showers program will be held at the Jewish Community Center located at 6007 Oreg Avenue in Boulder.
This presentation reviews the role of a Special Co-Trustee in revocable trust planning including review of the scope of their authority and powers to work with the Trustee and beneficiaries to ensure the Trustor’s intent is met through their estate planning documents.
This presentation is designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Prerequisites - none; program level- advanced; advance preparation: none; delivery method: lecture; recommended credit: 1 hours; field of study: private placement products.
CE credit status: CFP, CLE, CLU, and CPE credits have all been approved.