Colorado Estate Planning
Estate planning involves the accumulation and disposition of assets. We work with our clients to maximize the amount of their estate
that passes to the desired beneficiaries while minimizing tax liability and protecting assets from creditor claims.
Specific Estate Planning Experience
- Assisted clients in determining their wealth transfer objectives
- Created estate plans
- Assisted clients in lifetime wealth transfers
- Advised clients regarding taxation issues connected to estate planning, including:
- estate taxation
- gift taxation
- generation skipping taxation
- fiduciary income taxation
- Assisted clients in the establishment of guardianship and conservatorships for minor children and disabled persons
- Counseled business clients on tax and asset protection planning for business transactions, including:
- mergers
- acquisitions
- sales
- exchanges
- reorganizations
- Created:
- wills
- revocable trusts
- irrevocable trusts
- living wills
- powers of attorney
- QTIP trusts
- family limited liability companies
- intentionally defective grantor trusts
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