Estate Planning, Wills & Trusts

Section Chair: Lynn David Bird

Lawyers Serving Boulder, Denver, Fort Collins & all of Northern Colorado

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, probate and trust administration have been a significant part of the firm's practice.  We represent families and individuals with regard to all of their estate planning needs, including business succession planning for family owned businesses, asset protection planning, disability, and end of life matters.  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:

Tax and non-tax planning wills
 Tax and non-tax planning revocable living trusts
 Generation-skipping transfer tax planning
 Financial powers of attorney
 Medical powers of attorney
 Living wills
 Estate reduction techniques
 Family limited partnerships
 Irrevocable life insurance trusts
 Charitable gifting techniques
 Charitable remainder and lead trusts;
 Family foundations
 Donor Advised Funds
 Succession planning for closely held businesses
 Asset protection planning
 Declaration of Disposition of Last Remains documents
 HIPAA authoritizations
 End of life directions and documents
 Beneficiary designation recommendations for life insurance, 401(k) accounts, IRA and Roth IRA accounts, and accounts permitting POD or TOD designations
 Probate and trust administration; and
 Preparation of federal estate tax returns, state inheritance tax returns, along with gift tax returns.
 Prenuptial and post nuptial agreements

Our experience and diverse client base allows us to pool legal information and resources so that our legal services are provided efficiently, expeditiously, and cost effectively.  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 your family's future.