Wills, Trusts and Estates
Section Chair: Lynn David Bird
Caplan and Earnest LLC is one of Boulder's leading firms in the area of estate planning. Since the founding of the firm in 1969, estate planning and administration has been a significant part of the firm’s practice. Currently we represent families and individuals handling their estate planning needs, including business succession planning for family owned businesses and asset protection planning. Our clients are located throughout the state, but are primarily concentrated in Boulder County.
Wills, Trusts and Probate Practice:
Our attorneys who practice in the estate planning group represent families, individuals and family-owned businesses. Our wills, trusts and probate practice offers a comprehensive set of services including:
- Asset protection planning
- Beneficiary Deeds
- Charitable gifting techniques
- Charitable remainder and lead trusts
- Donor Advised Funds
- Estate reduction techniques
- Family foundations
- Family limited partnerships
- Financial powers of attorney
- Generation-skipping transfer tax planning
- Irrevocable life insurance trusts
- Living wills
- Medical powers of attorney
- Preparation of federal estate tax returns
- Probate and trust administration
- Succession planning for closely held businesses
- Tax and non-tax planning revocable living trusts
- Tax and non-tax planning wills
Our experience and diverse client base allows us to pool information and resources to provide efficient, expeditious and cost-effective legal services. We have a strong client focus, working hard to protect your hard-earned assets. There is no such thing as a typical client or a standard solution. We take time to learn your goals and priorities. In applying our experience, judgment and expertise to accomplish your objectives, we help you plan for you and/or your family’s future.