Estate Planning
Estate Planning Lawyer in Colorado
Regardless of the size of your estate, it is essential to protect both your assets and loved ones for after your death or in the case of your incapacity. This means taking the simple step of creating an effective and personalized estate plan in order to minimize taxes and save family members from uncertainty in the future.
At the Law Office of David M. Serafin, we advise and represent clients in the following areas:
- Wills and Codicils to Wills
- Medical and Financial Powers of Attorney
- Advance Health Care Directives and Living Wills
- Probate, Trust and Estate Administration
- Adult Guardianships
- Medicaid Planning for the Elderly
- Revocable Living Trusts
- Estate Tax A/B and Credit Shelter Trusts
- Charitable Remainder Trusts
- Will and Trust contests
- Business Succession Planning, including Buy–Sell agreements
- Planning for Special Needs children or persons
- Conservation Easements
The Law Office of David M. Serafin has the experience and resources to develop comprehensive and complex estate plans, with a particular emphasis upon both wealth preservation and minimizing unnecessary delays and costs related to probate and taxes. We will create and implement a custom–made estate plan which protects your assets and family upon your death or incapacity.
Having obtained a Master’s Degree in Taxation, Attorney David M. Serafin, who is very knowledgeable in how the state and federal tax laws affect your estate planning decisions, provides clients with valuable tax expertise in planning for their future. He is able to use his distinctive background and training to assist his clients in optimizing their planning, addressing any estate and income tax obligations, and the particular family and business dynamics of each case.