Estate Planning Attorneys: Amber Reed, David Brantz, Jocelyn Kanoff

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Boulder Estate Planning

Our firm provides a wide variety of estate planning services.  Regardless of the size of your “estate,” a professionally prepared estate plan is a gift to your loved ones that can clearly outline your final wishes and save significant headaches, conflict and expense after your death.  Take the first step to achieve your planning by filling out this intake form.

We have extensive experience in matters relating to:

Simple Wills

Powers of Attorney (both Financial and Medical)

Living Wills

HIPAA Authorization Forms

Revocable (Living) Trusts

Complex Wills

• Planning for 2nd Marriages and Blended Families
• Estate, Gift and Generation-Skipping Transfer (GST) Tax Planning
• Asset Protection Planning (including planning for a beneficiary's potential divorce)
• Supplemental Needs or Special Needs Planning
• Pet Trust Planning

Irrevocable Trusts

• Life Insurance Trusts (ILITs)
• GST Exempt (Dynasty) Trusts
• Qualified Personal Residence Trusts (QPRTs)
• Other Split-Interest Trusts (including GRATs, GRUTs, CRTs, CLTs, etc.)

Planning for Minors

• Guardian Designations
• Transferring Assets to Trusts or UTMA Accounts for Minors
• 529 Plans and Other College Savings Options

Lifetime Gifts

• Annual Exclusion Gifts and Larger Gifts

Trust Administration 

• Representing either Trustees or Beneficiaries on Construction, Modification/Reformation and Termination of Trusts
• Conversions to Unitrusts
• Removal and Replacement of Trustees
• Decanting

Charitable Planning

For more information, contact us today!

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