AREAS OF PRACTICE

PROBATE ADMINISTRATION

We represent Personal Representatives in estate administration. This may involve completing and filing necessary paperwork with the State of Colorado and/or Internal Revenue Service; preparing and filing Estate Tax Returns; setting up trusts and funding them according to the decedent’s wishes; communicating with beneficiaries, accountants, financial advisors and financial institutions on the Personal Representative’s behalf.

TAX PLANNING

Minimize, defer, or otherwise manage the client’s estate, gift or income taxes.

 

WILLS AND TRUSTS

Counsel and help the client arrange for control and disposition of assets upon death.