Wills, Trusts, Estate Planning and Probate

The attorneys at Montgomery Little & Soran involved in estate planning are sensitive to the client's personal goals.  Often clients want to know how to structure property in the estate to maximize preservation and minimize dissipation through unwanted distributions or taxes or otherwise.  Whether the client requests a simple will or a more elaborate estate plan, such as may be required by owners of closely held corporations or other small businesses, Montgomery Little & Soran's professionals have the expertise and the experience to advise and counsel clients concerning the most effective ways to accomplish the client's goals.

Through proper estate planning an individual can provide security for his or her family as well as protection for the estate.  Montgomery Little & Soran realizes that estate planning is a personal service requiring constant attention to changes in its client's needs and wishes, and also attention to changes in income, estate, and gift tax laws.

Among the services that Montgomery Little & Soran offers to its clients are the following:

• Drafting wills and durable powers of attorney
• Developing estate plans
• Creating revocable and irrevocable trusts
• Assisting the personal representative of an estate
• Probate and estate administration
• Drafting family limited partnerships and limited liability companies
• Counseling on preservation of community property by the mobile client
• Drafting charitable remainder trusts and qualified personal residence trusts
• Planning for distributions from retirement plans
• Working with interested parties to obtain the appointment of guardians and conservators for minors, and for protected and incapacitated persons
• Litigation of will contests and claims for breach of fiduciary duties

The attorneys practicing in this field of law are experienced in the complex operation of the Social Security Administration and the Medicare and Medicaid systems and will assist with the preparation and processing of applications for benefits.

We welcome the opportunity to talk with you about your estate planning goals and how we can help you accomplish those goals.

Montgomery Little & Soran, PC
5445 DTC Parkway, Suite 800
Greenwood Village, Colorado 80111
Phone: (303) 773-8100 | Fax: (303) 220-0412
email: info@montgomerylittle.com

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