© 2019 Site by Christina Barton

Probate & Administration

We counsel clients on probate, trust, and estate proceedings in Colorado, Wyoming, and Nebraska and regularly practice in these jurisdictions.  For those estates and trusts that require assistance with federal estate and gift taxes or, in the case in Nebraska, inheritance taxes, we are knowledgeable and experienced in dealing with these issues.   We combine decades of experience with the tasks involved and sensitivity to the human issues of trust and estate administration.  Our probate, trust, and estate administration practice includes:

 

  • Appointment of personal representatives and trustees

  • Administration of trusts and estates

  • Valuations of assets

  • Assistance with insurance claims

  • Preparation and filing

  • Preparation and filing estate and gift tax returns

  • Distribution of income and assets

  • Preparation and filing trust and estate accounting

  • Representation of corporate and individual trustees

  • Consultation with beneficiaries

  • Administration of non-probate assets

  • IRA and 401(k) rollover and elections

  • Plans to reduce or avoid estate taxes on second death

  • Establishment of testamentary trusts

  • Representation in court