We are one of the Denver metro area’s leading firms in the area of estate planning. Since the founding of the firm in 1969, estate planning, probate and trust administration have been a significant part of our firm’s practice.
Caplan & Earnest offers a full suite of estate planning services designed to meet the needs of families and individuals, including young professionals and growing families. Our services include wills, trusts, succession planning for family-owned businesses, asset protection planning, disability and end-of-life matters.
We believe there is no such thing as a typical client or a standard solution. Instead, we take time to learn your goals and priorities and the extent of your estate to ensure you receive real value from our services. In applying our experience, judgment and expertise to accomplish your objectives, we help you plan for your loved ones’ futures and, in turn, give you peace of mind.
If you would like to know more about our Estate Planning services, please contact:
Kris Simms
Phone: 303-443-8010
Email: ksimms@celaw.com
Wills, Trusts & Probate Services
Our wills, trusts and probate practice offers a comprehensive set of services, including:
- Tax and non-tax planning wills
- Tax and non-tax planning revocable living trusts
- Real estate trusts for property located outside of Colorado
- Generation-skipping transfer tax planning
- Financial powers of attorney
- Medical powers of attorney
- Living wills (advance medical directives)
- Marital (pre-nuptial and post-nuptial) agreements
- Section 2503(c) trusts for minor children
- Estate tax reduction techniques
- Family limited partnerships
- Irrevocable life insurance trusts
- Charitable gifting techniques
- Charitable remainder and lead trusts
- Family foundations
- Donor Advised Funds
- Succession planning for closely held businesses
- Asset protection planning
- Declaration of Disposition of Last Remains documents
- HIPAA authorizations
- End-of-life directions and documents
- Beneficiary designation recommendations for life insurance, 401(k) accounts, IRA and Roth IRA accounts, and accounts permitting POD (payable on death) or TOD (transfer on death) designations
- Assistance with funding revocable living trusts during lifetime
- Advice regarding gift tax issues
- Community Property Agreements
- Probate and trust administration
- Preparation of federal estate tax returns
