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Patricia Stone
About | Practice Areas
Patricia Jo Stone, Attorneys at Law
19751 E Mainstreet Ste. 200 Parker, CO 80138» view map
Estate Law
Over 35 Years Of Experience

For over 35 years, our firm has provided affordable legal services to individual and business clients.

800-708-9521
1. Patricia Stone Parker, CO
  Attorney at Law- CO, 1975
  University of Colorado School of Law, J.D. 1975
2. AboutPatricia Jo Stone, Attorneys at Law
  Over 35 Years Of Experience
3. Practice AreasExpertise
  Estate Law
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John Phillips

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

7700 E. Arapahoe Road, Englewood, CO 80112

John R Phillips

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

7700 E. Arapahoe Road, Englewood, CO 80112

Scott Fitzke

Insurance, Bankruptcy, Civil Rights, Trusts

Status: In Good Standing

CONTACT

4 Inverness Court East, Englewood, CO 80112

D. Mathew Blackburn

Tax, Business & Trade, Trusts, Divorce

Status: In Good Standing

CONTACT

900 Castleton Road, Castle Rock, CO 80109

Elizabeth Geisler Bidwill

Elder Law, Trusts, Social Security, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

7700 E. Arapahoe Road, Englewood, CO 80112

David Carls

International Tax, Trusts, Family Law, Corporate

Status: In Good Standing Licensed: 27 Years

CONTACT

11661 Fenwick Cir, Parker, CO 80134

Thomas Clark

Litigation, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

8375 Willow Street, Lone Tree, CO 80124

Kirsten Jacobs

Trusts

Status: In Good Standing Licensed: 13 Years

CONTACT

9000 E Nichols Ave, Englewood, CO 80112

Jim De Fender

Landlord-Tenant, Estate, Commercial Real Estate, Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

22809 E Alamo Ln, Aurora, CO 80015

Natalie Alexa Mozes

Commercial Real Estate, Trusts, Family Law, Civil Rights

Status: In Good Standing Licensed: 19 Years

CONTACT

5727 S Quemoy Way, Aurora, CO 80015

800-923-0641

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LEGAL TERMS

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SAMPLE LEGAL CASES

Barber v. Ritter

... which they allege became general tax dollars as a result of the transfer, would be expended to defray "general governmental expenses unrelated to the respective purposes for which the cash funds were created"; (2) some of the funds involved were "public trusts," and therefore ...

Saunders v. MURATORI

... See Moore v. 1600 Downing Street, Ltd., 668 P.2d 16, 19 (Colo.App.1983) ("`It is fundamental to the law of trusts that cestuis have the right `upon the general principles of equity' ... and `independently of [statutory] provisions ... ...

IN RE VINTON v. Virzi

... App. 2000). Â¶18 With regard to Virzi's allegation of misrepresentation of ownership, for hundreds of years it has been true of the English and American law of trusts that "title" is "colorless" because the person in whom the ... Restatement (Second) of Trusts Â§ 2 cmt. d (1959). ...

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Parker Trusts Lawyer, Colorado, page 2

Sponsored Law Firm

Patricia Jo Stone, Attorneys at Law

SPONSORED LAWYERS

John Phillips

John R Phillips

Scott Fitzke

D. Mathew Blackburn

Elizabeth Geisler Bidwill

David Carls

Thomas Clark

Kirsten Jacobs

Jim De Fender

Natalie Alexa Mozes

TIPS

LEGAL TERMS

IRREVOCABLE TRUST

NET ESTATE

TRUST MERGER

BENEFICIARY

EXEMPTION TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

LETTERS TESTAMENTARY

INHERITANCE TAXES

PRETERMITTED HEIR

SAMPLE LEGAL CASES

Barber v. Ritter

Saunders v. MURATORI

IN RE VINTON v. Virzi

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