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Ambler Keenan Mitchell Johnson

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Home Archives for Brittany Martin

Brittany Martin

Brittany Martin October 31, 2019

Use Trust Protectors for Added Protection and Flexibility

Trust Protectors are increasingly popular in trusts. This article examines how Trust Protectors can add flexibility to your trust. This flexibility helps achieve your goals and can protect the … [Read more...] about Use Trust Protectors for Added Protection and Flexibility

Filed Under: Estate Planning, legal education Tagged With: flexibility, trust protector

Brittany Martin October 24, 2019

How Will You Obtain the Care You Need?

What’s the right direction for you in planning for the help you might need in the future? Seven in ten of us will need long-term care at some point in our lives. Here are possible paths for covering … [Read more...] about How Will You Obtain the Care You Need?

Filed Under: Estate Planning, legal education Tagged With: estate planning, insurance, Long-Term Care, LTC, medicaid

Brittany Martin October 17, 2019

Make Your Own Plan

Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to … [Read more...] about Make Your Own Plan

Filed Under: Estate Planning, legal education Tagged With: heirs, intestacy, trust, will

Brittany Martin October 10, 2019

Income Tax Basis in Estate Planning

Income tax basis is important in estate planning. This article examines what happens to an asset’s basis when it is gifted. It then examines what happens to the basis of an asset when someone dies … [Read more...] about Income Tax Basis in Estate Planning

Filed Under: Estate Planning, legal education Tagged With: gain, Income tax basis, step-up

Brittany Martin October 3, 2019

Income Tax Basis

Income tax basis is important in tax and estate planning. This article examines the concept of income tax basis, how one acquires a basis, how it gets adjusted, etc. The article then examines how the … [Read more...] about Income Tax Basis

Filed Under: Estate Planning, legal education Tagged With: depreciation, gain, Income tax basis, step-up

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News

Understanding Undue Influence – Part I

Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent … [Read More...] about Understanding Undue Influence – Part I

How Do I Trust Thee…Part III

If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, … [Read More...] about How Do I Trust Thee…Part III

How Do I Trust Thee…Part II

When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary positions. If … [Read More...] about How Do I Trust Thee…Part II

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Ambler Keenan Mitchell Johnson
950 S. Cherry St., Suite 1650
Denver, CO 80246
United States (US)
Phone: (303) 407-1542
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