Estate Planning

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Estate planning has to be tailored to each client’s specific situation.  A number of factors go into preparing an estate plan that will best accomplish the client’s goals and objectives.  What works for one client may not work for another.  Customization is important.

Some people do not think they need an estate plan.  The problem is, if you do not take control of your estate planning, the government takes care of it for you by determining what happens to your assets during a period of incapacity and at death.  Others believe an estate plan is something that can be bottled up and sold on the internet.  This could not be further from the truth.  Relying on a one-size-fits-all estate plan or a form you can buy on the internet will more than likely result in a visit to an attorney’s office at some point in the future.

Our practice focuses on listening to the client’s goals and objectives, treating them with respect, and offering alternatives which are specifically tailored to meet and surpass those goals and objectives.  We incorporate wills, trusts, powers of attorney, and other techniques as part of estate and transfer tax planning.

Wills

A will is a legal document that can be used to distribute assets. However, a will does not come into effect until after death. In order for assets to be distributed beneficiaries must go through the probate process.

Trusts

A trust can be used to manage assets prior to death or after death. In order to for assets to be distributed beneficiaries are generally not required to go through the probate process.

How We Can Serve You

At Evans Case, our attorneys have extensive knowledge of estate planning strategies and elder law so you can ensure that your wishes and your family’s best interests will be fully protected when you pass on. When it comes to helping you develop a comprehensive estate plan, our attorneys can assist you with a variety of estate planning matters, including any of the following areas:

Estates

Trusts

Wills

Estate Planning Revocable Living Trusts Power of Attorney
Estate Litigation Irrevocable Life Insurance Trusts Contingent Trust Wills
Asset Management Charitable Remainder Trusts Simple Wills
Wealth Transfer Trust Administration Pourover Wills
Estate Tax Planning Medicaid Planning Trusts Living Wills
Qualified Personal Residence Trusts
Family Limited Partnerships

Success Stories

Renee hired us to help her elderly childless aunts ensure their assets would pass on to designated beneficiaries uncontested. We clearly outlined how Colorado elder law applied to their estates giving everyone peace of mind. The aunts have since passed away and their estates have passed on to their intended heirs with no complications.

We handled an estate where a caregiver had coerced the decedent into transferring certain assets into both of their names jointly. Through litigation, we were able to get an order from the Court requiring the transfer of certain assets back into the name of the Trust and requiring the caregiver to pay our attorney fees.

Call 303-757-8300 to schedule an appointment with one of our experienced estate planning attorneys.