• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Ambler Keenan Mitchell Johnson

Estate Planning Law Firm

CALL US TODAY 303-407-1542
  • Home
  • Our Firm
    • About Our Firm
    • About The American Academy
    • Awards and Recognition
    • Advantages of Working With Our Firm
    • Attorney and Staff Profiles
    • Client Testimonials
    • Mission Statement
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses & Farms
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Seminars
  • Elder Law
    • Are You A Caregiver
    • Coping With Alzheimer’s
    • Guardianship & Conservatorship
  • Resources
    • Estate Planning Articles
    • Estate Planning Resources
      • Estate Planning Checkup
      • Is Your Estate Plan Outdated?
      • Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
      • Top 10 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQ’s
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning Frequently Asked Questions
      • Trust Administration & Probate Frequently Asked Questions
    • LGBTQ+ Resources
    • Multimedia
    • Newsletters
    • Speaker Connection
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
  • Contact Us
  • BLOG
Home Archives for taxation

Phil Keenan June 15, 2023

What It Means to Disclaim

Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. … [Read more...] about What It Means to Disclaim

Filed Under: Estate Planning, legal education, taxation

Phil Keenan June 8, 2023

Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?

Revocable Trusts offer many great benefits for the grantor and the beneficiaries both during life and after death. Grantors or creators of the trust retain the right to amend, revoke, alter, or change … [Read more...] about Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?

Filed Under: Estate Planning, legal education, taxation

Phil Keenan May 25, 2023

The IRS’ Annual Warning: The 2023 Dirty Dozen

As another tax season closes, it’s a good time to review the list of “Dirty Dozen” tax schemes published by the Internal Revenue Service for the year. Many of these schemes peak during tax time and … [Read more...] about The IRS’ Annual Warning: The 2023 Dirty Dozen

Filed Under: Estate Planning, legal education, taxation

Phil Keenan May 4, 2023

How Tax and Non-Tax Considerations Impact Estate Planning – Part I

Estate planning often focuses on taxes at the federal level and often overlooks issues that occur at the state level. For anyone desiring to undertake comprehensive estate planning, it’s important to … [Read more...] about How Tax and Non-Tax Considerations Impact Estate Planning – Part I

Filed Under: Estate Planning, legal education, taxation

Elizabeth D. Mitchell August 31, 2022

What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053

To determine a decedent’s taxable estate, the Internal Revenue Code allows the decedent’s estate to utilize several deductions in various Code Sections, including Section 2053. The Treasury … [Read more...] about What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053

Filed Under: Estate Planning, legal education, taxation

Primary Sidebar

Download our Free Estate Planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

  • This field is for validation purposes and should be left unchanged.

News

IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not included in the estate of the decedent don’t receive a “step-up” … [Read More...] about IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

Understanding the Importance of the Simultaneous Death Act

Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels allowing the spouses to benefit the surviving spouse and … [Read More...] about Understanding the Importance of the Simultaneous Death Act

The SECURE Act – the Gift That Keeps On Giving

The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law. Just when advisors gained a level of comfort with the SECURE … [Read More...] about The SECURE Act – the Gift That Keeps On Giving

Office Hours

Monday7:30 AM - 5:00 PM
Tuesday7:30 AM - 5:00 PM
Wednesday7:30 AM - 5:00 PM
Thursday7:30 AM - 5:00 PM

Where we are

Ambler Keenan Mitchell Johnson
950 S. Cherry St., Suite 1650
Denver, CO 80246
United States (US)
Phone: (303) 407-1542
Fax: (303) 321-1899

Map

map for Ambler Keenan Mitchell Johnson office

© 2023 · American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Sitemap | Contact Us

We are so excited to announce that Ambler | Keenan | Mitchell | Johnson has been named the best estate planning law firm in Colorado!

We are featured in the most recent edition of Colorado Biz magazine. Check us out on page 8 by clicking the button below!

Click Here