Wealth Transfer Planning in Colorado

Wealth transfer planning to minimize tax burdens requires strategic insights and experience. Our wealth transfer attorneys and estate planning experts can help you determine if tax planning is right for your situation and work with you to develop an effective strategy. We offer a variety of tools to optimize wealth transfer, including:

• Marital Deduction Planning
• Irrevocable Life Insurance Trusts (ILITs)
• Spousal Lifetime Access Trusts (SLATs)
• Dynasty Trusts / Generation-Skipping Transfer Tax (GST Tax) Planning
• Business Succession Planning
• Annual Gifting Strategies

Let our experienced team guide you through the process of preserving your wealth and ensuring a tax-efficient transfer to future generations.

Contact Us Today

Contact our experienced legal team at 303-776-9900, email us at info@lyonsgaddis.com, or fill out the form below We’re here to help.