Thu, Dec 09 | Fellowship of the Rockies

Legacy Protector Workshop: The Big Picture

Making your Trust a Blockbuster Success
Legacy Protector Workshop:  The Big Picture

Time & Location

Dec 09, 3:30 PM – 5:00 PM
Fellowship of the Rockies, 1625 S 8th St, Colorado Springs, CO 80905, USA

About the event

Casting the Roles in your Trust

  • If you’re not able to direct your own production, the people you cast in the various roles can help your trust be a blockbuster success instead of a box office flop.

Reading the Script: Overview of a Trust

  • So what is your trust, really?  It is the script you’ve written to tell the story of your estate planning goals and objectives

· After the Curtain Falls: The Trust Administration Process

  • Your trust contains thoughtful processes to smoothly move you from wellness, into any period you may be unwell and into the administrative process and follow on activities after you’ve died.

Please feel free to bring your estate plan binder to the workshop so you may follow along as Kevin walks through a trust.

Toy Drive!

Forbush Legal, PLLC is hosting a toy drive to benefit Hope & Home, a local agency focused on foster children.  Please feel welcome to bring a new, unwrapped toy that will bring happiness to a child in need.

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