Our attorneys have more than fifty years of combined experience in helping clients and their families navigate the process of estate planning and administration of trusts and estates. From simple wills to complex tax-planning trusts, and from routine to high-conflict estate administration, we're here to help.
We help estate planning clients develop and implement strategies that meet their needs and achieve their goals. We understand that the process may look overwhelming at first, but it's almost always easier than you think. A good estate plan not only addresses what happens to assets when you die, but also who manages assets if you become incapacitated.
We help estate planning clients develop and implement strategies that meet their needs and achieve their goals. We understand that the process may look overwhelming at first, but it's almost always easier than you think. A good estate plan not only addresses what happens to assets when you die, but also who manages assets if you become incapacitated.
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Your estate plan can protect your family, your assets, and your causes. It's never too early to start, and it's never a bad idea to review what you created years ago. Wills and trusts aren't set in stone. You should update them as life events require and as applicable laws change. What worked for you decades ago may no longer meet your needs.
Probate is the process of re-titling assets from someone who has died to the beneficiaries entitled to receive them, whether according to an estate plan, or Colorado law if the deceased person had no plan. Whether probate occurs depends on the type and value of assets in the estate.
Colorado's probate process usually is not particularly complicated, but it comes with duties, document filing requirements and deadlines, as well as potential personal liability for a personal representative who doesn't follow the rules.If you are serving as the personal representative (executor), of an estate, you may be facing unfamiliar processes and paperwork.
Colorado's probate process usually is not particularly complicated, but it comes with duties, document filing requirements and deadlines, as well as potential personal liability for a personal representative who doesn't follow the rules.If you are serving as the personal representative (executor), of an estate, you may be facing unfamiliar processes and paperwork.
Most estates and trusts are administered without serious disputes or significant disagreements, and most protective proceedings are uncontested. However, conflict can arise about whether a will is valid or if it was the result of undue influence. Family members and beneficiaries-or would-be beneficiaries-may be divided on who should serve as a personal representative or a trustee, or how an ambiguous or out of date document should be interpreted.
In Colorado, a surviving spouse has a legal right to a portion of a deceased spouse's estate unless the spouses have a written agreement that changes those rights. Marital agreements (prenuptial before the marriage or postnuptial after the marriage) are written contracts that specify what will happen to assets if a spouse dies or in the event of a divorce or legal separation.
If you are serving as a trustee, agent, guardian, conservator or personal representative, you are a "fiduciary." Fiduciaries are individuals or organizations in positions of trust, and they have legal duties to whomever they serve. Fiduciaries who don't fulfill their legal obligations can be personally liable for damages.
Reviews (3)
Cindy Wesley
May 16, 2021
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Aimee Jensen
Jun 27, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I have used Amy Rosenberg's services for 15+ years now and have referred COUNTLESS people to her. Amy has helped this family through very difficult times with compassion and level-headedness. She navigated an acrimonious situation with aplomb, resolving the matter as best as anyone could.
I have used Amy Rosenberg's services for 15+ years now and have referred COUNTLESS people to her. Amy has helped this family through very difficult times with compassion and level-headedness. She navigated an acrimonious situation with aplomb, resolving the matter as best as anyone could.
Maria Cristina Moore
May 03, 2020
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