Carl Garland Stevens

CARL G. STEVENS, J.D*., AEP**, AV PREEMINENT***
ATTORNEY AND COUNSELOR AT LAW

Carl Stevens has been an attorney since 1975. His planning emphasizes tax savings for family wealth and asset protection in the event of divorce, remarriage, bankruptcy and lawsuits. He practices primarily in the areas of wills, trusts, oil and gas, real estate, business planning, elder law and probate.

Carl teaches and writes on estate planning topics for the public and other attorneys, certified public accountants and financial professionals. He is a member of several committees of the Colorado Bar Association. As an active member of the Trust and Estate Section and the Elder Law Section of the Colorado Bar Association he participates in drafting new laws. He has testified before Colorado legislative committees in regard to trust, probate and tax legislation.

Carl is a member of several other professional organizations including the Centennial Estate Planning Council (past president) and Wealth Counsel, a national organization of estate planning attorneys dedicated to sharing the most up to date planning solutions.

Published Works Relating to Trusts and Estates:

• Joint Revocable Trusts, (Co-authored with Bette Heller and Ken Ransford) Colorado Lawyer, Aug., 1997

• Applying the Colorado Trust Company Act to CPAs and Lawyers, (Co-Authored with William F. Graf), Colorado Lawyer, May, 2001

• The Uniform Trust Code: A Divorce Attorney’s Dream, (Co-Authored Mark Merric and Jane Freeman) CCH Journal of Practical Estate Planning, October-November 2004

• The Uniform Trust Code: A Continued Threat to SNTs, Even After Amendment – Part I, (Co-authored with Mark Merric, Douglas Stein, Eric Solem, Wayne Stewart and Mark Osborne) Cross published: CCH Journal of Practical Estate Planning, May-June 2005 and CCH Journal of Retirement Planning, May-June 2005

• Beneficiary Deeds in Colorado – An Overview of Legislation – Part One (Co-Authored with James G. Benjamin), Colorado Lawyer, June 2005

 • Beneficiary Deeds in Colorado – Practical Applications – Part Two (Co-Authored with James G. Benjamin), Colorado Lawyer, July 2005

• State Income Taxation of Trusts, Trust and Estate Section Council Notes Colorado Bar Association, Winter 2005

• The Uniform Trust Code: A Continued Threat to Special Needs Trusts – Part II, (Co-authored with Mark Merric, Douglas Stein, Eric Solem, Wayne Stewart and Mark Osborne) CCH Journal of Practical Estate Planning, December 2005-January 2006

• Evolution of Joint Tenancy Law in Colorado: Changes to CRS § 38-31-10, Colorado Lawyer, April 2009

• Joint Revocable Trusts, co-author, Chapter 15, Colorado Estate Planning Handbook, Sixth Edition, Colorado Bar Association CLE (2016)

• Joint Tenancy, Chapter 9, Colorado Estate Planning Handbook, Sixth Edition, Colorado Bar Association (2016)

 • Asset Protection Planning, co-author, Chapter 33, Colorado Estate Planning Handbook, Sixth Edition, Colorado Bar Association (2016)

 * Juris Doctor – Degree awarded to law school graduates.

 **AEP - Accredited Estate Planner, The AEP designation is awarded by the National Association of Estate Planners & Councils to professionals who meet stringent experience and education qualifications regarding estate planning.  Colorado does not certify lawyers as specialists in any field.

 ***AV Preeminent - AV Preeminent® is a rating prepared by Martindale-Hubbell® Peer Review Ratings™ in which other lawyers rank the lawyer at the highest level of professional excellence. Martindale-Hubbell has been used since 1868 to help buyers of legal services identify, evaluate and select the most appropriate lawyer for a specific task at hand.