303.741.4776 contact@srhassoc.com

Services

Services

The services we provide include but are not limited to:

Estate Planning

General Estate Planning
Estate, Gift and Generation Skipping Tax Planning
Planning for Children
Nontraditional Families
Prenuptial and Postnuptial Agreements
Business
Charitable Giving

Estate and Trust Administration

Conservatorship/Guardianship

Disability
Court Proceedings

Estate Planning:

General Estate Planning
Simple wills when tax planning is not needed.

Complex wills and trusts designed to achieve substantial tax savings, meet family needs, and put trust arrangements into place to preserve assets for persons who need assistance with managing assets.

Advice on how assets should be titled for maximum tax and probate savings.

Advice on beneficiary designations for qualified retirement plans, IRAs, insurance policies and annuities.

Advice on avoidance of expensive multi-state probate proceedings (ancillary probate), for people who own assets in more than one state or jurisdiction.

Liquidity planning, including life insurance trusts to prevent financial distress due to the death of a business owner, and business succession planning.

Estate, Gift and Generation Skipping Tax Planning –
Tax planned wills and trusts, which save estate taxes and provide unified estate administration of valuable family assets.

Sophisticated estate planning techniques for significant wealth transfer, in order to minimize or avoid estate, gift and generation-skipping transfer taxes.

Planning for Children –
Planning for parents of young children including determining life insurance needs and referrals to life insurance agents and financial planners, and preparing documents to appoint legal guardians for minors.

Planning for higher education for children and grandchildren.

Nontraditional Families –
Estate planning for nontraditional couples, including unmarried couples and same sex partners, and nontraditional families.

Prenuptial and Postnuptial Agreements –
Prenuptial and postnuptial agreements for couples who need to come to agreement on property disposition in the event of death or divorce, and co-habitation agreements for couples who do not intend or desired to be married.

Business –
Create small business entities and entities for managing and transferring family assets, such as vacation homes.

Charitable Giving –
Charitable planning, including private foundations, non-profit entities, donor advised funds and charitable trusts.

Estate and Trust Administration:

Routine estate and trust administration, including assisting families with the resources and information they need to settle their loved one’s affairs after death.

Prepare estate tax returns, probate documents and documents to transfer assets to heirs and beneficiaries.

Advise fiduciaries so they can properly administer estates and trusts of every type, and manage every kind of asset, including tax matters, appropriate investment guidelines, accounting requirements, prevention and resolution of family and beneficiary conflicts, creditor claims, and court filings.

Probate court proceedings of every type, including will contests, interpretation of will and trust provisions and prevention and resolution of conflicts that arise in estate and trust administration. We associate with and advise trial lawyers in contested probate court matters.

Conservatorships/ Guardianships:

Disability –
Planning for disability, including medical directives, powers of attorney, living wills, and for disposition of remains and organ donation.

Court Proceedings –
Conservatorships and guardianships, for court administered protection of minors and disabled persons and their property.