Practice Area
Trusts Estates Probate + Tax
BHGR’s Trusts, Estate, Probate, & Tax Group is comprised of the most trusted, compassionate, experienced, and forward-thinking attorneys in Colorado and Wyoming.
BHGR’s Trusts, Estate, Probate, & Tax Group represents individuals, families, and businesses seeking the highest-quality estate planning, probate and estate administration, trust administration, and complex wealth management and tax planning services.
Our
services
Complex Wealth Management & Tax Planning
Our attorneys advise local, national, and international, high-net-worth individuals and families in all aspects of sophisticated estate, tax, asset protection, and business planning. We assist clients in mitigating federal and state income tax using multi-jurisdictional tax and planning tools, including Wyoming trusts, private family trust companies, and situs planning. Our attorneys also counsel our clients on the use of trusts to mitigate taxes when selling closely held companies, selling business equity, or other types of liquidity events.
Estate Planning
From simple to complex estate plans, we advise individuals on all aspects of estate planning, including asset protection planning, probate avoidance planning, and estate tax planning (including generation-skipping transfer (GST) tax planning). We also provide international succession planning for non-citizens and U.S. citizens owning property abroad. Our attorneys assist our clients with a wide variety of customized estate planning tools and documents including:
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Wills Living Wills Revocable (“Living”) Trusts Irrevocable Trusts Irrevocable Life Insurance Trusts Grantor Retained Annuity and Unitrusts Qualified Personal Residence Trusts Sales to Grantor Trusts Charitable Lead Trusts Charitable Remainder Trusts Private Foundations |
Medical and Financial Powers of Attorney Advance Directives Declarations of Disposition of Last Remains Celebration of Life Decisions and Directions Delegations of Parental Powers HIPPA Authorizations and Releases Prenuptial and Marital Agreements Real Property Transfers Closely Held Businesses Family Limited Partnerships |
Probate & Estate Administration
Our attorneys counsel grieving clients on probate and estate administration following the death of a loved one. We have extensive experience with Colorado’s probate code and considerable experience guiding personal representatives and heirs through both formal and informal, simple, and complex probate administrations.
Trust Administration
Our attorneys assist clients in Colorado and throughout the United States with trust administration. Our attorneys are well-versed in Colorado’s Uniform Trust Code and routinely counsel clients serving as trustees as well as beneficiaries seeking to understand their interests in an inheritance. We guide our clients through the trust administration process, including collecting and inventorying assets, filing estate tax returns, negotiating settlement agreements, and making distributions to maintain asset protection and maximize tax efficiency.
Our Approach
One of the finest gifts any of us can leave to our loved ones is an orderly arrangement for the transfer of our assets at death, minimizing the risk of discord among children or other heirs, simplifying the probate and administration process for executors and trustees, and minimizing estate taxes following the death of a loved one. We approach each case with a clear understanding that every client, family, business, and estate is unique. Our talented attorneys develop lasting relationships with our clients, utilizing their collective depth of experience to tailor our legal products and services to our clients’ individualized estate, wealth transfer, tax, business succession planning, post-mortem tax planning, lifetime planning for incapacity, and charitable planning.
Our Trusts Estates Probate + Tax Team
Partners + Counsel
Jon Banashek Partner
Charlotte Landvik Special Counsel
Sally Piskun Partner
D. Scott Robinson Of Counsel
Associates
BHGR Toolbox | Trusts estates probate + Tax
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Legal Insights | Trusts estates probate + tax
Business Succession: Income and Estate Tax Planning Related to the Sale of a Closely Held Business
Succession planning is an important process for any business to undertake, but it is especially important for closely held businesses. Inevitably, closely held business owners seek to pursue other ventures, retire, or become physically unable to continue in their...
Client Alert: Likely Tax Law Changes Aimed at High/Ultra High Net Worth Individuals
Yesterday, Monday, September 13, 2021, morning the House of Democrats released the details of their tax increase proposals. The House Way and Means Committee plans to vote this week on the proposals. A link to the text of the proposals is here. The proposals are in...
Legal Insight: What To Do When A Loved One Dies
When a loved one dies, it is important to know what to do and what not to do. Much of it will depend on whether your loved one had a Last Will and Testament or a Revocable Trust and how the deceased person’s assets are titled at the time of death, since assets can be...