Douglas County, CO Estate Planning Lawyers

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Includes: Gift Taxation

Jo  Stone Lawyer

Jo Stone

VERIFIED
Divorce & Family Law, Business, Estate, Elder Law, Power of Attorney

Jo Stone is a Colorado native, whose grandparents were homesteaders in eastern Colorado. Jo has both her bachelors and masters degrees in English lite... (more)

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800-708-9521

Kevin Thomas Ellmann Lawyer
Kevin Thomas Ellmann
is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.

Kevin Thomas Ellmann

Kevin Thomas Ellmann is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.
VERIFIED
Criminal, Divorce & Family Law, Estate

After gaining legal experience prosecuting criminal cases in the County, Juvenile, and District Courts, Kevin went to the Douglas County office in 200... (more)

William L. Henry

Wills & Probate, Business Organization, Banking & Finance, Collection
Status:  In Good Standing           

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James T Anest

Real Estate, Wills & Probate, Criminal, Bankruptcy
Status:  In Good Standing           Licensed:  44 Years

FREE CONSULTATION 

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Dean C Ferraro

Estate, Family Law, Business Organization, Collection
Status:  In Good Standing           Licensed:  29 Years

FREE CONSULTATION 

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George Damon Bruntz

Trusts, Estate Planning, Family Law, Divorce, Bankruptcy
Status:  In Good Standing           

Krystal Woodbury

General Practice
Status:  In Good Standing           

Cody Anne Christian

Family Law, Wills & Probate, Misdemeanor, Elder Law
Status:  In Good Standing           

Susan Jane Larsen

International, Communication & Media Law, Wills & Probate, Corporate
Status:  In Good Standing           Licensed:  22 Years

John Mervin Evans

Trusts, Estate, Wills & Probate
Status:  In Good Standing           Licensed:  38 Years

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Free Help: Use This Form or Call 800-943-8690

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Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Colorado Estate Planning Lawyers and Colorado Estate Planning Law Firms for your location. Narrow your Estate Planning attorney search for Colorado by major city or a specific Colorado city using the city list. Or search for Colorado Estate Planning attorneys by county. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)
A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)
The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

CURATOR

See conservator.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)
A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)
Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)
Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SAMPLE LEGAL CASES

People v. Mason

... sanction. • In October 2001, Respondent was suspended for one year and one day for violating Colo. RPC 1.1, 1.5(a), and 5.3(b) after he conducted an estate-planning seminar for the purpose of avoiding "rest" homecare costs. 148 ...

People v. Foster

... We consider in aggravation that Respondent has been licensed for over twenty years in Colorado. We note, however, that Respondent's background and experience is in estate planning and tax law, not domestic relations law. Absence of a Prior Disciplinary Record — 9.32(b): ...