Ambler Keenan Mitchell Johnson

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Phil Keenan November 28, 2019

The Questions of Estate Planning, Part 3: When

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn … [Read more...]

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

Phil Keenan November 28, 2019

The Questions of Estate Planning, Part 4: Where

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn … [Read more...]

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, estate planning attorney, move, trust, where, will

Phil Keenan November 21, 2019

The Questions of Estate Planning, Part 2

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to … [Read more...]

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

Phil Keenan November 14, 2019

The Questions of Estate Planning, Part I: Who

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn … [Read more...]

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

Allison Gray November 7, 2019

Continuing Legal Education in San Diego

Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest … [Read more...]

Filed Under: Estate Planning, legal education Tagged With: elder law, end-of-life, Estate Planning

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...]

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...]

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...]

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...]

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...]

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

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News

The Questions of Estate Planning, Part 4: Where

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article … [Read More...]

The Questions of Estate Planning, Part 3: When

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses … [Read More...]

The Questions of Estate Planning, Part 2

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article … [Read More...]

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Tuesday7:30 AM - 5:00 PM
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950 S. Cherry St., Suite 1650
Denver, CO 80246
United States (US)
Phone: (303) 407-1542
Fax: (303) 321-1899

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