Reduce Taxes, Preserve & Build Wealth
Colorado Springs Attorneys | 719.960.4140

ESTATE PLANNING & WEALTH MANAGEMENT

Martindale-Hubbell AV Preeminent Rating

Pena Station Next

PERSONALIZED ESTATE PLANNING & WEALTH MANAGEMENT

Build and protect wealth, realize dreams and transform the lives of the people you love.

We use sophisticated and creative planning techniques to help our clients reduce taxes, preserve wealth, and meet their personal, family, and business goals. With prior experience as a partner of a large regional law firm and as a CPA, Peggy K. Gardner concentrates her legal practice on complex estate planning,estate administration, taxation, business succession planning, charitable giving, and the full range of wealth preservation strategies for high net worth clients. She is a Super Lawyer and a fellow in the American College of Trust and Estate Counsel.

Martindale-Hubbell AV Preeminent RatingJulie draws on her experience working on complex corporate finance transactions and venture capital fund formations to assist clients with their estate planning, estate administration and business needs. We represent diverse clients including business owners, corporate executives, farmers and ranchers, physicians, lawyers, and other professionals. We have practiced law for over 43 years collectively and maintain an AV Preeminent rating with Martindale-Hubbell.


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AREAS OF PRACTICE

Estate Planning

  • Revocable (Living) Trusts
  • Wills
  • General Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Wills
  • HIPAA Releases
  • Disposition of Last Remains

Estate and Trust Administration

  • Estate and Trust Administration
  • Family Controversy Matters
  • Estate and Trust Litigation

Wealth Transfer Planning

  • Intentionally Defective Grantor Trusts (IDGTs)
  • Dynasty Trusts
  • Sales to Defective Trusts
  • Grantor Retained Annuity Trusts (GRATs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Irrevocable Life Insurance Trusts (ILITs)
  • Family Limited Liability Companies and Partnerships
  • Family Gifting Advice
  • Asset Protection Planning

Planned Charitable Giving

  • Charitable Lead Annuity Trusts (CLATs)
  • Charitable Lead Unitrusts (CLUTs)
  • Charitable Remainder Annuity Trusts (CRATs)
  • Charitable Remainder Unitrusts (CRUTs)
  • Donor Advised Funds Advice
  • Family Foundations