Your Legacy

Peace Of Mind For You And Those Left Behind

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Our Core Values

At Legacy Law Group, we focus on building quality long-term relationships with our clients. We understand that Estate Planning is an ongoing process, and one that requires regular review and updates. Our goal is to be your Estate Planning partner for life, providing guidance and support as your needs change over time. Whether you're looking to create or update your Will or Trust, plan for incapacity, or prepare for the passing of a loved one, we can help. Contact us today to schedule a consultation with an Estate Planning attorney who can help you make sure your journey is a safe and prosperous one.

Anastasia

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About

Legacy Law

Practice Areas

Estate Planning

Trust Administration

Elder Law

Planning for Incapacity

Adult Guardianship & Conservatorship

Family business

Helping you make sense of estate planning, elder law and guiding small business succession planning is a trust that we do not take lightly. 
Our goal is to provide exceptional service that supports the generations of your family. 

Serving families, individuals & businesses throughout Colorado we  work diligently on our clients behalf. No matter your age or story, one of the best moves you can make is to protect the life you have worked to build, both now and in the future. 

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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.


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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.

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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. 


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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. 


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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.


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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.


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Upcoming Events

Register

Lunch & learn

Join Legacy Law Group for a Lunch and Learn event where we will discuss four critical pillars of your business foundation.

Date: Thursday, 15 December, 2022
Start Time: 12 PM
Location: 3600 S Yosemite St Ste 810, Denver, CO 80237
 

4 Steps to Better Business

Legacy Workshop
 Estate & Financial Planning 101

Free Online Presentation

What do you really need to keep your family out of court and out of conflict when something happens to you? 

The differences between Wills and Trusts, and how they will affect your loved ones and the process they will go through after you are gone.

Even if you've created a plan, it may not work when your family needs it. We will see exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.

sign up now!

Meet Our

Anastasia Fainberg
Attorney at Law

ariana sorensen
PARALEGAL

As an estate planning attorney, I have seen firsthand how important it is to have a plan in place for the future. All too often, families are caught off guard by unexpected events, leaving them struggling to navigate the complex legal and financial landscape. I am dedicated to helping my clients avoid this situation by proactively planning for the future. Whether it's elder care, business planning, or estate management; I look to bring the knowledge and experience I have gained to help my clients make the best decisions for their families. I am honored that my clients look to me as their trusted advisor, you can rest assured that your family's future is in good hands.

Daria Johnson
Administrative Assistant  

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Team

Matthew Meuli
Of Counsel Support Attorney
With Meuli Law office, PC
501 Main street, unit b
windsor, co 80550
970.820.0090

My goal is to be your trusted advisor who helps you make the very best personal, financial, legal and business decisions for your family and your business throughout your lifetime. I want to help you and your business not just now, but also when you can't be there so that I can help guide your loved ones and colleagues through a difficult process. we have many resources for your so you can ensure your family, friends and business partners stay out of court and out of conflict. 

Learn More About DARIA

Learn More About ariana

Meet

Anastasia

Fun Facts:

My story centers around my family. Most importantly I am a Mother of 3 children - Daniel, Raphael and Adele. Everything I do is rooted in creating a lasting and secure legacy for them.
I come from an immigrant family, who came here from the former Soviet Union, so I know what it's like to start from scratch due to a change in government, political or social issues. 
I find inspiration for what I do in my experiences, from my own life.  Working along side my clients to make sure their loved ones won't need to start from scratch, no matter what, is the core foundation to my entire firm. 
Prior to starting my own firm I practiced in a large national law firm as well as in-house. While these were great experiences and gained much from the experiences; in the end it lead me to where I truly wished to focus my time and my services, my own practice helping families secure their futures. 


I love cooking, reading, Hiking.
I also love yoga, meditation and working out.
Most of all I love spending time with my kids.  

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Meet

Ariana

Fun Facts:

Hello! I am from Paonia, CO, and graduated from Western Colorado University in 2021. Having lost my father in 2018, I am aware of the necessity of estate planning. My goal is to help each client plan for the future in a way that provides support. I am a dog mom and an avid outdoorswoman.

I like hiking, gardening, reading and traveling.

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Meet

Daria

Fun Facts:

Hello! I am originally from Russia and moved here with my family 10 years ago. I am a happy dog mom and currently a student at ASU majoring in technology looking to focus on data science or cybersecurity.  I am also able to offer bilingual services for those who need it. 

I like playing guitar, live shows, hiking, skiing and traveling. 

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OCtober 10, 2022

October 17, 2022

What Your Last Will & Testament Will (And Will Not) Do—Part 1

What Your Last Will & Testament Will (And Will Not) Do—Part 2

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next question ➔

Grantor retained annuity trusts (GRAT) funds the GRAT with assets that appreciate in exchange for a quaranteed annuity for a fixed time. If the time has expired, the remaining balance has no tax consequences to the beneficiary designated. i.e., Lifetime access trusts remove assets from people's combined estates while helping them retain control over the asset. An ALPT is extremely similar to a GRAT, but instead of receiving payment of annual pensions by the grantor, a special charity based on donor information or funds is used as a source. The rest assets in the CLAT are transferred tax-free to the
grantor's descendants.

Why Set Up a Trust?

what is a revocable
living trust

who should have a
revocable living trust

what is included in an
estate plan

what is a will

what is a living will

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why set up a trust

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This is an agreement with three parties: the Trust-makers, the Trustees (or Trust Managers), and the Trust Beneficiaries. For example, a husband and wife may name themselves all three parties to create their trust, manage all the assets transferred to the trust, and have full use and enjoyment of all the trust assets as beneficiaries. Further "back-up" managers can step in under the terms of the trust to manage the assets should the couple become incapacitated or die. Special provisions in the trust also control the management and distribution of assets to heirs in the event of the trustmaker's death. With proper planning, the couple also can avoid or eliminate death taxes on their estate. The Revocable Living Trust may allow them to accomplish all this outside of any court proceedina.xation.

What is a revocable
living trust

who should have a
revocable living trust

what is included in an
estate plan

what is a will

what is a living will

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why set up a trust

what is a revocable
living trust

next question ➔

Whether you are young or old, rich or poor, married or single, if you own
titled assets such as a house and want your loved ones to avoid court interference at your death or incapacity, consider a revocable living
trust. A trust allows you to bring all of your assets together under one plan.

who should have a revocable living trust

what is included in an
estate plan

what is a will

what is a living will

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why set up a trust

what is a revocable
living trust

Who should have a revocable living trust

next question ➔

Estate planning at Legacy Law Group is not "one size fits all" or "cookie cutter." We offer three levels of planning to suit your varying needs, and you get to choose the level of planning that best fits your family. From starter plans designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered. When we meet for vour Familv Wealth Planning Session, we will review our three planning levels with you, and you will choose our own fee based on vour budget and the planning options that are most important to you and your family

what is included in an
estate plan

what is a will

what is a living will

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why set up a trust

what is a revocable
living trust

who should have a revocable living trust

what is included in an
estate plan

next question ➔

The document a person signs to provide for the orderly disposition of assets after death. Wills do not avoid probate. Wills have no legal authority until the willmaker dies and the original will is delivered to the Probate Court. Still, everyone with minor children needs a will. It is the only way to appoint the new "parent" of an orphaned child. Special testamentary trust provisions in a will can provide for the management
and distribution of assets for your heirs. Additionally. assets can be arranged and coordinated with provisions of the testamentary trusts to avoid death taxes.

what is a will

what is a living will

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why set up a trust

what is a revocable
living trust

who should have a revocable living trust

what is included in an
estate plan

what is a will

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Sometimes called an Advance Medical Directive, a living will allows you to state your wishes in advance regarding what types of medical life support measures you prefer to have, or have
withheld/withdrawn if you are in a terminal condition (without reasonable hope of recovery) and cannot express our wishes yourself. Oftentimes a living will is executed along with a Durable Power of Attorney for Health care, which gives someone legal authority to make your health care decisions when you are unable
to do so yourself.
What does Intestacy mean?
If you die without even a Will (intestate), the legislature of your state has already determined who will inherit our assets and when they will inherit them. You may not agree with their plan, but roughly 70
percent of Americans currently use it.

what is a living will

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3600 S YOSEMITE ST,
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DENVER, CO 80237

(303) 954-9428

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