Posts in Trust

Are you considering leaving assets in your estate to a loved one who is currently receiving public benefits? If so, consider incorporating a third-party Special Needs Trust into your estate planning. ...

A trust is a convenient tool in one’s estate plan that allows the “Grantor,” or the person establishing and funding the trust, to provide for the distribution of his or her assets outside of probate. ...

A Trust is a convenient tool in one’s estate plan that allows the “Grantor,” or the person establishing and funding the trust, to provide for the distribution of his or her assets outside of probate. ...

Attorney Anne B. Jorgensen recently participated in Boulder County Senior Law Day's online webinar series and led a segment titled Serving as a Fiduciary, Medical or Financial Agent: Roles, Responsibi...

Your loved one has passed away, and you were named as the Personal Representative (“PR”) in their Will; but what does this mean? As the PR, you will be responsible for figuring out what assets are in ...

In Colorado, the person appointed by the court to administer an estate is known as a personal representative. The personal representative’s purpose is to fulfil the wishes of a decedent regarding the ...

Deciding how to leave behind your financial legacy can be complex and confusing, as there are many different ways to distribute assets after an individual has passed on. Two of the most commonly used ...

On April 26, 2018 Colorado became the 33rd state to enact the Uniform Trust Code. The law will become effective on January 1, 2019. Previously, the law governing the administration of trusts in Colora...