Stories, Mishaps, and Consequences in Implementing Estate Planning Documents
The purpose of this presentation is to discuss some real-life scenarios of administering estate planning documents. We will help you understand what can, and sometimes does, happen based on the Trust language, interpretation, and family dynamics. We will also discuss some of the difficulties in administering Special Needs Trusts. We will help you identify what can be misinterpreted and the consequences as seen in the last 20 years of administering Estates and Trusts.
Becky M. Allred, Stagg Fiduciary
Partner, NCG
Area of Focus – Fiduciary Appointments
20+ years’ experience
Affiliations:
- Utah Aging Alliance (UAA)
- National Guardianship Association
- Former - President of National Guardianship Association
- Former - Secretary for the Utah State Bar, Eldercare Law
- Former - Secretary for the Utah State Bar, Committee on Law & Aging
- Former - Secretary for the Utah Aging Alliance
- Former - Treasurer for the Utah Aging Alliance
Specialties:
- Problem Solving
- Conservatorship
- Trustee
- Personal Representative
- Custodial Work
Certifications:
- Certified Guardian (NGA)
Shawnna Hammon
Trust Manager
Areas of Focus: Trusts
15+ years Professional Fiduciary Administration and Banking experience
Specialties:
- Trust Administration and Estates
Education:
- Associate Degree, Legal Office Administration
- Bachelor’s Degree, Business Administration
- Cannon Financial Institute - Trust I, II, III, Special Needs Trusts & Trust Investments
