Call Us: (303) 670-9855

1658 Cole Blvd., Building 6, Suite 200, Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820, Denver, CO 80111

Call Us: (303) 670-9855

1658 Cole Blvd.,Building 6, Suite 200
Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820,
Denver, CO 80111

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The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning

With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. The advertising is seductive. Ads say, “attorneys use similar forms,”...

Yet Another State Joins in Passing Asset Protection Trust Law

Effective in early 2017, Michigan will be the 17th state to enact self-settled spendthrift trust legislation. This new law will allow for the creation of trusts in Michigan under which the settlor (trust-creator/ grantor/trustmaker) can name himself or herself, along...

Knowing the Rules, and Knowing They Won’t Change, Can be Helpful

The sixteen states that have passed asset protection trust law often compete with one another for business, each trying to woo individuals to use a trust company in that state to protect assets. An often-touted advantage of using one state over the others is that the...

Transfers to Cook Islands Trust Not Voidable

In a previous blog, we discussed the “Bellinger” case and how the court concluded that the debtor’s actions were defensible. To briefly recap the facts, this was the matter in which Mr. Bellinger had made transfers of about $1.7 million to a Cook Islands trust after...

Contempt of Court Issue Raised in Asset Protection Trust Case

A case in the Southern District of Florida involved an individual who had guaranteed to a bank the repayment of about $5 million in debt obligations. The guarantor learned that the primary obligors on the debt were defaulting on the loan. Afterwards, the guarantor...

5 Mistakes Made by Successor Trustees (and How to Prevent Them)

When establishing a trust in Denver, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who is...