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WILLS TRUSTS AND ESTATES

West Huntley Gregory PC has been assisting clients with their estate planning and administration needs since its inception. Our clients are primarily in the Summit and Eagle County areas, but we also work with individuals, and their attorneys, from other states and countries planning for their properties in our resort communities. We understand that estate planning is a very personal process involving individuals and their families working together to facilitate matters for their loved ones at their death or disability. Our goal is to preserve the wealth of our clients, give them the peace of mind that everything will happen in an orderly manner and in accordance with their wishes at their death or upon disability, and use common sense and creativity to reach practical, effective solutions without unnecessary complexity.

Our estate planning practice group advises on the many facets of estate planning, including lifetime wealth transfers, business succession, transfers at death, survivors’ provision, planning for disability, and medical decision-making and end-of-life directives. We assist with estate administration from opening probate and defending the will, through testamentary trust creation and administration of the assets, to distribution of the estate and closing the probate.

Specifically, we help clients with the following:

  • Wills
  • Testamentary trusts
  • Revocable (living) trusts
  • Durable powers of attorney
  • Medical powers of attorney
  • Living wills
  • Irrevocable life insurance trusts
  • Probate administration
  • Ancillary probate
  • Intestate estates
  • Probate litigation
  • Coordinate beneficiary designations
  • Prenuptial, marital and cohabitation agreements

Getting Started

We believe that everyone should have a will and durable powers of attorney, whether they are married, single or cohabitating with a partner. It is particularly important for people with children to plan for their needs in the event of an unforeseen tragedy. Married couples with estates subject to taxation at death should plan while both spouses are alive, as such is critical to take advantage of current estate tax savings techniques. Failure to properly plan can result in estate and gift taxes as high as 45% on the portion of an estate exceeding the allowed exemption. Those interested in our estate planning services can call or contact us by email to request an estate planning questionnaire. Upon a review of that completed questionnaire we can suggest an appropriate plan and provide an estimate of what the plan, and its components, would cost. A good estate plan is one of the most important things that anyone can do to provide peace of mind to one’s self and his or her family.

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