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Services Available
Our services extend to clients in Colorado, Utah, New Mexico, Wyoming, across the nation and internationally. We offer a full range of estate planning services to enable individuals, families and family businesses to manage assets and to plan for the future.
Our Practice
We can assist you with traditional estate planning such as wills, testamentary and revocable living trusts, and powers of attorney. If your problems are more complex, we also have the experience and knowledge to plan and implement the most sophisticated tax and estate planning techniques.
Specific areas in which we can assist you include the following:
Wealth Transfer
Our lawyers can advise you in selecting the best strategy for transferring personal assets or a small business to family members or charitable organizations. You may choose to transfer lifetime gifts through various techniques, including the following wide variety of trusts:
- 2503(c) gifts in trust to minor children
- Family security trusts
- Private residence trusts
- Life insurance trusts
- Grantor retained income, annuity and unitrusts (so-called GRITS, GRATS and GRUTS)
- Crummey (withdrawal powers) trusts
- Generation-skipping trusts
Tax Planning
The individuals, trusts and family businesses practice includes lawyers who focus on tax law and who can advise you about ever-changing tax planning strategies. We offer you counsel in the following areas:
- Tax-qualified retirement plans
- Marital deduction planning
- Other tax exemptions and credits
- Charitable gift techniques, such as charitable lead trusts, charitable remainder trusts, conservation easements and private foundations
Asset Management
We can advise you in the management and preservation of assets using techniques such as:
- Custodianships
- Powers of attorney
- Revocable trusts
- Family partnerships
- S corporations
- Limited liability companies
- Proper asset titling techniques
Asset Protection
You may be interested in advanced planning techniques to avert or minimize some of the potentially negative financial and tax consequences that result from unfortunate, unplanned circumstances, such as illness or divorce. We can assist you in the following areas:
- Marital agreements
- Medicaid trusts
Family Business Planning
We have extensive experience advising clients to manage and preserve family businesses effectively. You may need advice in the following areas:
- Choosing the appropriate entity to manage business activities
- Tax planning relevant to family business succession alternatives, such as family limited and general partnerships, life insurance partnerships, corporate and partnership "freezes" and shareholder agreements
Estate and Trust Administration
We offer traditional legal services in connection with the administration of decedents' estates and in the administration of inter vivos and testamentary trusts, including:
- Probate procedures
- Preparation of federal estate tax return, Form 706
- Inventory and valuation of assets
- Distribution plans
- Creditors' claims
- Estate settlement
- Family Relationships and Personal Care
Our lawyers can advise you in decisions pertaining to your personal care in the event of illness, disability or advancing age. Other areas in which we can assist you include:
- Living wills
- Health care powers of attorney
- Nomination of guardians or conservators
- Tax planning services in selected domestic relations cases
- Agreements relating to marital and nontraditional relationships
- Adoptions
- Guardianships of minor children
- Protective arrangements for the disabled
Dispute Resolution and Litigation
Members of the group have extensive experience resolving tax controversies, including United States Tax Court litigation, as well as state probate court litigation that involves will contests, trust construction actions and other estate and trust disputes.
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