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Estate Planning & Administration

Davis Graham & Stubbs LLP provides a broad range of estate planning services ranging from drafting wills and trusts to assisting clients with complex and sophisticated strategies. These often involve qualified retirement plans, qualified personal residence trusts, grantor retained annuity trusts, special needs trusts, business succession planning, and charitable planning with private foundations. We work with clients on many types of trusts, including:

  • Marital deduction trusts
  • Living trusts
  • Charitable lead and remainder trusts
  • Contingent trusts for minors
  • Disclaimer trusts
  • 2503(c) trusts
  • Irrevocable life insurance trusts
  • Generation-skipping trusts

We also have experience with gift tax returns, family limited partnerships, limited liability company documents, and an IRS approved regional prototype defined contribution plans. Our attorneys help clients plan for and secure retirement benefits under various retirement plans, with an emphasis on minimizing income tax consequences and extending distribution periods.

Probate & Estate

We also provide a broad range of probate and estate administration services ranging from standard probate and ancillary probate services to more complex post-mortem tax planning and estate administration services involving IRS audits, valuation issues disclaimers, and retirement plans.

We advise clients regarding the administration of decedents’ estates, conservatorships, and guardianships, and prepare court documents, inventories, estate tax returns, proposed schedules of distribution, and closing documents. If the decedent is not a Colorado resident, we work with out-of-state clients to clear title to Colorado real estate. We also advise personal representatives, trustees, and other fiduciaries regarding income, estate and gift tax issues, fiduciary issues and distribution, and creditors’ issues.

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