Follow

Fiduciary Law Blog Blog

Articles: 1-10 of 119

2022 Cost of Living Adjustment of Certain Dollar Amounts Under Colorado Probate Code

USA - February 21 2022 The 2022 cost of living adjustments of certain dollar amounts under the Colorado Probate Code has been published by the…

Continuing Urgency Related to Gift and Estate Tax Planning

USA - February 22 2021 Many advisors experienced a flood of gift and estate tax planning during the last quarter of 2020. Smart wealthy clients made…

Options for Transferring Vehicle Titles - Before or After the Owner’s Death

USA - October 27 2020 Navigating the DMV can make anyone skittish, but in the specialized area of trusts and estates, it makes people downright nervous. In…

Wyoming Situs

USA - September 30 2020 We are seeing an increasing number of clients that want to situs trusts in Wyoming due to its favorable trust law and lack of state income tax…

Capacity to Nominate a Conservator

USA - September 14 2020 Readers with a penchant for celebrity gossip will remember the crazy days of 2007-2008, when Britney Spears appeared to suffer a very public breakdown…

Remotely Located Witnesses on Wills and Other Estate Planning Documents

USA - August 17 2020 A few weeks ago, I shared an overview of remote notarizations in Colorado. The Governor’s executive order suspending the requirement for a notary…

Preparing for Potential Tax Reform - Consider Wealth Transfer Planning in 2020

USA - July 27 2020 Current planning environment. While 2020 has been challenging in many ways, it has also provided favorable conditions for tax and wealth transfer…

Colorado to Make Remote Notarization Authorization Permanent

USA - July 20 2020 In one of the many responses necessary to continue crucial business and legal services at the onset of the current pandemic, Colorado notaries became…

What Law Governs Your Trust?

USA - June 30 2020 Now more than ever, the situs and principal place of administration of a trust has become a fluid concept. Trustees change, move, or open and close…

In the Matter of Joanne Black

USA - June 15 2020 The third Colorado Court of Appeals opinion relating to the conservatorship of Joanne Black was issued recently. The opinion addresses an issue of…