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

ESTATE PLANNING & WEALTH MANAGEMENT

Martindale-Hubbell AV Preeminent Rating

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PERSONALIZED ESTATE PLANNING & WEALTH MANAGEMENT

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

Peggy K. Gardner uses sophisticated and creative planning techniques to help her 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, she concentrates her legal practice on complex estate planning,estate administration, taxation, business succession planning, charitable giving,

Martindale-Hubbell AV Preeminent Ratingand the full range of wealth preservation strategies for high net worth clients. She represents diverse clients including business owners, corporate executives, farmers and ranchers, physicians, lawyers, and other professionals. Peggy has practiced law for over 30 years and maintains an AV Preeminent rating with Martindale-Hubbell.


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AREAS OF PRACTICE

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

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