The Firm has extensive experience representing high net worth individuals in connection with all aspects of estate planning. The Firm emphasizes personal attention to specially tailored estate plans that consider financial, taxation, and personal matters. We do this by assisting families in developing estate plans that protect assets and ensure orderly distribution while minimizing estate tax consequences. This includes attention to issues related to estate and gift tax planning, the disposition of assets and transfer of wealth at death, and the management and preservation of assets in the event of incapacity. We emphasize working cooperatively with the client’s existing team of other professionals, including accountants, life insurance representatives, financial planners, and investment advisors, to achieve the client’s objectives. Our team of attorneys is experienced in guiding and supporting executors and trustees, both individual and corporate, through the administration process. We also have assisted beneficiaries in contesting a will/trust and certain actions of executors and trustees through accountings and inventories.

The Firm offers the following services:

Preparation of Wills and Trusts
We assist with Living Trusts, Marital Deduction Trusts, Generation-Skipping Trusts, Life Insurance Trusts, Trusts for Minors, Special Needs Trusts & Medicaid Planning, Personal Residence Trusts, and Family Limited Partnerships (alternative).

Preparation of Agency Documents
We assist with Durable Power of Attorney, Advance Medical Directives, and Living Wills.

Preparation of Charitable Gift Documents
We assist with Charitable Remainder Trusts, Charitable Lead Trusts, Charitable Gift Annuity Agreements, and Private Foundation Documents.

Related Issues
The Firm counsels on various techniques for minimizing estate, gift, generation-skipping, and income taxes and creating limited partnerships, limited liability companies, and other entities. We assist in optimal retirement plan and IRA elections and beneficiary designations, life insurance planning, and appropriate titling of assets.

Probate/Estate Litigation
We assist with the will probates and fiduciary qualifications, Notices of Probate, Inventories, Accountings, General probate litigation (contest of will or trust), debts and demands proceedings, and disclaimers.




600 E. Hopkins Ave #301
Aspen, Colorado 81611