Estate Planning & Probate
Our attorneys prepare Wills, Trusts, Powers of Attorney and Living Wills for clients with moderate to high net worth, and a full range of legal services relating to the probate of wills and estate administration.
For estate planning, our goal is to help our client develop an estate plan that meets their personal and financial goals while preparing for a smooth transition of assets upon death. For clients with larger estates, we also strive to create a plan that balances the client's personal goals with reducing the impact of transfer taxes upon death.
Our probate services include assisting clients with the opening of a probate estate, advising personal representatives about their duties, and the distribution of assets. We also assist clients who need to clear title to real property located in Colorado, including mineral interests and overriding royalty interests.
WSMT offers the preparation and filing of federal estate tax returns and gift tax returns.