Estate & Trust Planning

Many of our clients require assistance in complex estate planning matters, including wills, trusts, and powers of attorney for individuals, estate and gift taxes, business succession, and utilizing trusts and business entities.  We represent individuals who need estate and tax planning, fiduciaries who administer trusts, owners of closely held businesses, business executives, and farmers and ranchers.  Our estate planning practice includes:  

 

  • Drafting wills, trusts, powers of attorney, and related documents

  • Business succession planning

  • Family wealth and generation skipping transfers

  • Lifetime transfers and gifts

  • Federal estate and gift tax planning and strategies to ensure compliance with applicable laws

  • Charitable and planned giving

  • Elder care, attorneys-in-fact, and caregivers

  • Prenuptial and marital agreements

  • Trust funding

  • Non-probate transfers

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1008 Centre Avenue, Suite A

Fort Collins, Colorado 80526

 970.493.8787

© 2021 by Wolfe, Van Ackern & Stephenson LLP