Trusts, Estates, Probate and Tax
From estate planning and trust administration to probate and estate administration, we provide expertise to meet our clients’ business needs every step of the way.
Estate Planning and Administration
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, one which minimizes the risk of discord among the children or other heirs, and cuts the burden of the federal estate tax. We have lawyers who specialize in the complex areas of the federal estate tax, the federal gift tax, and the generation-skipping transfer tax. Through experience, a number of us have gained useful insights into estate planning techniques which will help avoid family controversy after the tragic loss of a loved one, including:
- Transfer of Assets without family discord
- Reduction of Estate, Gift and Generation-Skipping Taxes
- Family Partnerships and LLCs
- Grantor-retained Annuity Trusts (GRATs)
- Life Insurance Trusts
- Qualified Personal Residence Trusts (QPRTS)
- Generation-skipping (dynasty) Trusts
- Charitable Remainder Trusts and Charitable Lead Trusts
- Closely-held Business Transfers at Death or Retirement
- Long-term Payout of Estate Taxes on Closely-held Businesses
- Installment Sales to Heirs and Trusts
- Asset Protection
- Foreign Tax Issues
- Probate/Estate and Trust Administration
- Private Foundations and Other Philanthropic Estate Planning
- Trusts for the Disabled or Improvident
Serious and comprehensive advance planning is necessary if the federal tax burden is to be managed. We help clients define their goals and then to achieve those goals while minimizing the tax burden. We, of course, work with all of the major techniques for the reduction of gift and estate and GST taxes. However, the essence of the estate planning art is not just knowing the various techniques, but rather, it is fitting them to the needs of the particular family situation.
Among other methodologies, we work with family limited partnerships and limited liability companies, annual exclusion trusts, life insurance trusts, grantor-retained annuity trusts (GRATS), qualified personal residence trusts (QPRTS), sales to grantor trusts, charitable lead trusts, charitable remainder trusts, the long-term payout available for taxes on closely-held businesses (Section 6166), use of marketability/minority discount to reduce taxable values, and techniques for reducing tax by having the estate borrow funds for tax payments.
Many of our clients wish to have some assets pass to charity, rather than to the government. We offer expertise in private foundations, supporting organizations, gifts to donor-directed charitable funds, conservation easement donations and, as mentioned, charitable lead trusts and charitable remainder trusts.
We are familiar with the various ways in which life insurance can provide security, funds for payment of taxes, and tax reduction. We can provide objective advice with respect to appropriate levels of coverage and types and cost of policies.
Probate and Estate Administration
Boulder/Denver Probate Attorneys
BHGR provides probate and estate administration services for families in Boulder and Denver, as well as other parts of Colorado. Our lawyers are experienced in handling cases involving complex estates, including real estate holdings and family-owned businesses.
We often advise people who are named as executors of a Will. As your legal representative, we will efficiently file all necessary court documents and move the probate process along to the swiftest possible conclusion. Our sound legal guidance can ensure the probate process goes smoothly and protect the executor from being sued.
Our probate attorneys also represent heirs and beneficiaries who want to be sure that their interests are protected in the probate process. We handle all types of probate litigation including Will contests and disputes involving named trustees of assets and property.
Through experience, a number of our attorneys have useful insights into estate planning techniques which will help families avoid Will controversies, minimize estate taxes, and pass assets directly to heirs outside of probate to avoid the expense or delay of a court-supervised probate proceeding.
Practice Area Contact
Partner | firstname.lastname@example.org
Taylor is a partner in Berg Hill’s Private Client Services group. Her practice focuses on advising individuals and families on estate planning, probate, estate administration, and trust administration. Her extensive tax background allows her to advise clients on the most effective ways to minimize income, gift, estate, and generation-skipping transfer taxes during life or after death. Taylor can assist with a wide variety of trust and estate matters, from establishing a basic estate plan to advising on sophisticated tax-saving strategies for high-net-worth individuals. She aims to be your trusted advisor to help you achieve your goals without unnecessary complications, expense, or delay. More…
Charlotte R. Landvik
Special Counsel | email@example.com
Charlotte R. Landvik focuses her practice on basic and complex estate planning, asset protection, estate tax planning, probate administration and trust settlement. She enjoys educating clients about the options available to them and drafting the estate plan that is right for them. She has taught numerous seminars for the public, financial advisors and other attorneys, both locally and nationally, on estate planning strategies and probate and trust administration. Charlotte is experienced in assisting families through the probate process and trust administration process after death, as well. More…
Shelly D. Merritt
Partner | firstname.lastname@example.org
Shelly D. Merritt is an estate planning attorney with over thirty years of experience representing individuals, families, closely-held businesses, executives, and small business owners. She is a Fellow of the American College of Trust and Estate Counsel, a past Council Member of the Trusts and Estates Section of the Colorado Bar Association, and past Co-Chair of its Trusts and Estates Section Statutory Revisions Committee. Her practice emphasizes estate planning, trust administration, probate, and small business law with a focus on complex wealth preservation plans, including multi-generational planning, international succession planning, and business succession planning. More…
D. Scott Robinson
Partner | email@example.com
D. Scott Robinson is a tax attorney, who focuses his practice on trust and estate planning, tax planning, asset protection planning, trust and estate administration and closely-held business planning. Scott carries an AV® Preeminent™ rating and is known for his innovative and creative thinking. Scott thrives on complexity and is often called upon by fellow tax and trust and estate attorneys and other tax professionals to help find solutions to the “can’t be done” problems. Scott’s practice in both Wyoming and Colorado combined with his trust and tax law expertise enable him to incorporate the “best” multi-jurisdictional tools to accomplish his clients’ objectives. More…