Gift, Estate, and Income Tax Planning

  • Wills

  • Unified Gift and Estate Tax Credit

  • Marital Deduction

  • Annual Exclusion

  • Stepped-Up Basis

  • Tax Deferral

  • Charitable Deductions

  • Generation Skipping Tax Exemption

 

Family Gifting Plans

  • Annual Gifting Programs

  • Irrevocable Life Insurance Trusts

  • Family Business Organizations

  • Discounted Value Transfers

 

Probate Avoidance

  • Revocable Trusts

  • Direct Transfers

 

Post Mortem Tax Planning

  • Disclaimers

  • Alternative Valuations

  • Tax Elections

 

Powers of Attorney

  • Medical

  • Financial

Charitable Plans

  • Outright Gifts

  • Testamentary Gifts

 

Business Succession Planning

  • Buy-Sell Agreements

  • Insurance Funding

 

Family Asset Protection

  • Trusts

  • Limited Partnerships

  • Limited Liability Companies

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Probate and Intestate Administration

  • Opening Estate

  • Inventories and Accounting

  • Valuation of Assets

  • Distribution of Assets

  • Closing Estate

  • Informal Probate

  • Formal Probate

  • Contested Probate

 

Trusts

  • Funding/Transfers

  • Administration

  • Reformation

  • Dissolution

ADDRESS

430 N. Tejon, Suite 300
Colorado Springs, CO 80903

 

PHONE

(719) 471-3690