Boulder, CO
Estate planning Lawyer at Boulder, CO
Practice Areas: Estate Planning, Trusts, Wills & Living Wills
OUTCOME: This client has a trust-based plan that makes sure someone else is managing his son's inheritance until he is old enough to do so on his own.
We frequently serve single parents who care concerned about how their estates would be handled for their children. In this case, our single dad client was most concerned that his son receive his signif ... icant assets in a protected way without court intervention.
OUTCOME: This family is protected from court proceedings and have passed on their resources carefully and mindfully.
Family with old simple wills in place needs an update. Having acquired many more assets and adopted kids since their first plan, this family's new plan includes a revocable living trust with asset prot ... ection features, and CHERP (Children's Emergency Response Plan)TM to keep children out of protective custody and foster care if something happens to their parents.
OUTCOME: Estate tax reduction and asset protection for heirs
Young entrepreneur had will-based plan in place. On review, firm discovered the client would pay $4 million in estate taxes.
OUTCOME: Clients' plan ensures children are cared for by local guardians while international travel and repatriation occurs, providing resources without court intervention or hassle.
Family from abroad with minor kids needed to ensure their children would return home and be provided for if something happens to parents.
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