Estate Planning

Estate planning is much more than just drafting a will. It's about understanding your values and creating a plan that meets your goals and wishes.

Estate planning is an important part of protecting your minor children and safeguarding your hard-earned assets from the cost of long-term care.

No two estates are alike, so it's important to work with an experienced estate planning attorney who can create a personalized plan that is perfect for you and your family. Estate planning is an important step in ensuring that your legacy is protected.

TRUST ADMINISTRATION

Serving as a trustee entails a huge level of responsibility and liability. We have seen many instances where the person named as trustee will have limited background or experience in carrying out the legal and financial duties that come with administering a trust.
Trustees are typically responsible for all of the following:
• Identification, collection, and determination of values of assets. Payment of all debts, expenses, and taxes from estate and trust assets, with submission of regular accountings.
Advice as to disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust.
• Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns,
notifying all heirs and beneficiaries of the trust or estate.
• Communicating with beneficiaries.

ELDER LAW

If you are facing an elder law issue, an elder law attorney, like ourselves, can help you and your family navigate the landscape of aging. 
You deserve to enjoy your golden years unburdened with worries about incapacity, public benefits, and long-term care. Your plan should focus on your care and protection as your advance in age. 
As an elder law attorney serving Denver, CO and the surrounding areas we understand that elder law can vary from state to state. Having an attorney that is highly skilled in protecting you from being exposed to legal jeopardy is exactly what we are able to offer here at Legacy Law Group. 

Planning For Incapacity

If you are facing an elder law issue, an elder law attorney, like ourselves, can help you and your family navigate the landscape of aging. 
You deserve to enjoy your golden years unburdened with worries about incapacity, public benefits, and long-term care. Your plan should focus on your care and protection as your advance in age. 
As an elder law attorney serving Denver, CO and the surrounding areas we understand that elder law can vary from state to state. Having an attorney that is highly skilled in protecting you from being exposed to legal jeopardy is exactly what we are able to offer here at Legacy Law Group. 

ADULT GUARDIANSHIP & CONSERVATORSHIP

Whether through illness, injury, or mental decline, anyone can require a quardian or conservator to care for them if they become mentally or physically incapacitated.
Children automatically qualify as not having the "capacity" to be in charge of their own financial affairs and decisions about their well-being.
And an adult may qualify as not having "capacity" if you become seriously ill or injured. Unless you have the proper estate planning in place that names the individual who will be your guardian or conservator in case of illness or injury, a probate judge will be deciding who is your guardian or conservator.
At Legacy Law Group we can guide you through the often complex and emotional process of the probate court appointing a conservator or guardian for you or for your loved ones.

Family Business

According to a recent national survey, 25% of family business shareholders who are entering their senior years have not completed any estate or succession planning other than writing a will. But succession planning for a business owner involves much more than just deciding how your assets will be split up after you pass away.
At the most basic level, a succession plan is a documented road map for partners, heirs  and successors to follow in the event of your death, disability or retirement.
Your succession plan can include a valuation of your business, a program for distribution of business stock and other assets, debt retirement schedules, life insurance policies, buy-sell agreements between partners and heirs, division of responsibilities among successors, and any other elements that affect your business assets.