Colorado Estate Plan Attorneys - Site Map

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Estates and Estate Distribution
An estate analysis is an important part of your plan for Aging, Illness, Disability and Estate distribution (Estate Plan). Your estate includes all of the real and personal property that you currently own or control; either in your own name, in a partnership, in a joint ownership arrangement or through a trust.

Gifts and Gift Tax in Colorado
Gifting can be an important part of your Estate Plan. Outright gifts can be used strategically to reduce estate taxes, avoid probate or plan for Medicaid eligibility. Gifts can be given to individuals or to organizations.

Medicare Set-Aside Trusts
A Medicare set-aside trust sets aside a portion of a settlement to privately pay for medical bills that Medicare would otherwise be required to pay. These funds serve as the primary payer, making Medicare the secondary payer. When the trust is exhausted, the claimant is eligible for Medicare benefits.

Personal Injury
A personal injury settlement is an important part of your estate plan. If you have suffered physical and monetary losses as the result of the wrongful conduct of others, you should anticipate the impact an award or settlement will have on your personal and financial plans.

Financial Power of Attorney in Colorado
Financial power of attorney is a powerful legal document. It gives an agent of your choice the legal right to manage your financial and business matters while you are incapacitated or unavailable – without having to go to court. It can be revoked at any time and ends with your death.

Your Probate Lawyers in Denver, CO
Sometimes, despite your best efforts, estate disputes can arise. Wills can be contested on a number of grounds, for example, claims of undue influence, lack of mental capacity, duress and fraud. Personal representatives, trustee or fiduciaries can be challenged. Ideally, these claims can be settled by negotiation, mediation or arbitration. If necessary, we stand ready to go to court or to handle your appeal.

Protocols
If settlements are not properly structured, public benefits may be lost. In addition, all of the health care providers, health insurance companies, Workers' Compensation insurers and providers of public benefits involved in your treatment have subrogation and lien interests in your settlement proceeds, interests that must be satisfied.

SSD - Social Security Disability
If you qualify for Social Security Disability and your application is denied — as many are — we can help you with your appeal.

Colorado State and Federal Tax Planning
The goal of tax planning is to maximize the value of assets to an individual’s life plan while at the same time minimizing income-, estate- and gift-tax ramifications. In addition, any trusts you establish to preserve eligibility for public benefits will be taxed.

Trusts
Different kinds of trust accounts can be used to support special needs (minor children and disabled individuals), insure income for a surviving spouse, plan for gift and estate taxes, transfer property, support a charity, plan for Medicaid and long-term care, or pay for education. Revocable trusts are more flexible; however, irrevocable trusts have tax advantages that revocable trusts do not.

Wills
A Living Will, or Last Will names the person you’ve chosen to handle your affairs at your death. It designates who will serve as guardian for minor children or a disabled family member. It sets out who will inherit your property and assets. It provides for any special needs, funds or plans for those you leave behind. It can lessen your estate and gift-tax burden and protect your heirs’ eligibility for public benefits.

Workers Compensation Settlements
Private and public employers contract with Workers’ Compensation insurers to administer and operate their programs. Should you be injured, we work with both you and your employer’s insurance company to develop a settlement plan that maximizes your benefits while minimizing the overall cost to insurers.

Client Needs
From our Denver, Colorado Law Practice, we offer the following legal services: Estate Planning, Gifts and Gift Tax Assistance, Guardianship and Medical Powers of Attorney, Health Care Advance Directives, Litigation, General Practice, Medicaid Assistance, Medicare Assistance and Set-Aside Trusts, Personal Injury Settlements and Structured Settlements, Financial Powers of Attorney, Probate Law, SSD Social Security, Disability, Taxes, Trusts, Wills, Workers' Compensation Settlements and more...

Legal Forms
Medicare Set-Aside Submission Form - Word
Medicare Set-Aside Submission Form - PDF
Self-Administered MSA Consultation Submission Form - Word
Self-Administered MSA Consultation Submission Form - PDF
Consent to Release Information Form

An Overview of Estate Planning in Colorado
It is important that you work with an attorney who understands the complexity of the laws that shape an Estate Plan – and how they intersect at federal, state and local regulatory levels. At the law offices of Sagrillo Kohnlein, LLC, this is what we have chosen to focus on.

Denver, Colorado Lawyer Profiles
Bios of our Structured settlement and Colorado estate planning lawyers.

Publications
Medicare Set-Aside Guidebook
Social Security Disability Offsets
Newsletters

Resources and Links
Links to other Colorado Estate Planning Websites and Out-of-State Attorneys