B. H. G R E E N B E R G & A S S O C I A T E S

ATTORNEYS & COUNSELORS AT LAW

26 West Dry Creek Circle, SUITE 520

LITTLETON, COLORADO 80120

(303)730-7100 Fax: (303)730-7195 Email:

Our Practice Area

We are a law firm dedicated to providing a range of estate planning services, including analysis, design, drafting, implementation and estate and trust administration. Our firm has provided these services in the State of Colorado for more than 25 years.

We use legal strategies focused on the elimination or reduction of estate taxes, and the effective administration of estates and trusts.

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Tax Wise Estate Planning

We suggest Tax Wise Estate Planning to our clients. This means:

• Choosing the correct advisers
• Determining your estate planning goals
• Reviewing your plan periodically.  See below for how to do this.
• Determining the value of your assets and how they are titled
• Creating your estate planning foundation with necessary legal documents
• Structuring your insurance benefits properly and coordinating all other beneficiary designations
• Considering advanced estate planning strategies
• Use your estate tax exemptions, such as the applicable exclusion, also known as the death exemption.  The diagram below illustrates one of the most frequently used estate planning tools called a marital deduction trust:

This structure is not used as frequently today based on the increasing exemption and its phase out for 2010 and drastic reduction in 2011 under present law.  It may have utility again in the future.  However, an effective alternative is the disclaimer trust.

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Is Your Estate Planning Current?

How to be current with your estate planning

We suggest that you have a Tax Wise Estate Planning Assessment periodically to make sure your estate plan is current with applicable law and your goals. This should be done every 12-15 months.  This is now even more important due to the new tax law known as EGTRRA of 2001.  This tax law requires ongoing reviews of your estate plan and several revisions in order to keep it calibrated and current with the changes coming in 2005; 2006; 2009; 2010 and 2011 under present law.  This may involve amending an older plan in order to provide flexibility and protection to your spouse and family.

If you would like us to assist you with your Tax Wise Estate Planning Assessment, email us at: or call our office. We will be happy to help you.

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This page last modified on:  January 31, 2008