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Colorado Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Colorado on
Q: I am supposed to be in a will that this person left me in. I haven't heard anything from this Will. I've been waiting

To hear from someone since 2015. 4-3-2015 was when he deceased. Last spoken to anyone was 11-12-2014.

Anthony M. Avery
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answered on Mar 13, 2023

Obviously you have waited too long to look for a legacy. If a devise was made with other devisees, then some of them might have paid taxes. Look in the property records where you think the decedent's lands might have been, and see if there might be property where you were one of the... View More

1 Answer | Asked in Estate Planning and Probate for Colorado on
Q: My mother had her will drafted in Colorado, but has moved to Texas before it was witnessed or signed.

She just got her drafted will from whoever drafted it in Colorado, but she currently lives in Texas. Can she get it signed/notarized in Texas? Would it still be considered legal since it was drafted in one state and notarized in another?

Kevin Michael Strait
Kevin Michael Strait
answered on Mar 8, 2023

Generally, Wills are made under the laws of the state where a person lives. A complete, valid, signed, notarized, and witnessed Will made in any state is usually good in other states, meaning a person with a completely formed Will can move to a new state and the Will is still valid. Unfortunately,... View More

1 Answer | Asked in Estate Planning for Colorado on
Q: Im beneficiary to a will in Colorado, but the owner of the will had me sign and got it notarized. Was I supposed to sign
Kyle Grabulis
Kyle Grabulis
answered on Mar 6, 2023

For answering your question, I presume you mean that you signed the will as a witness. Generally speaking, a will is still valid on its face when signed by the testator (creator of the will), signed by two witnesses, and notarized. Here are some points to consider:

Under Colorado law, a...
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1 Answer | Asked in Estate Planning for Colorado on
Q: I want a beneficiary in my will to be anonymous on paper. The executor will know who they are. Can I do that?
Kevin Michael Strait
Kevin Michael Strait
answered on Feb 20, 2023

Your goal to create an anonymous beneficiary is more common that you might think. This is not legal advice specific to your situation, but is instead a general answer to your question and point you may wish to consider with your attorney. One way to keep a gift private is to use a Trust, and... View More

1 Answer | Asked in Estate Planning, Family Law and Child Custody for Colorado on
Q: When creating a will do I have the right to state that I don’t want my minor child around certain people till age 18

My child’s paternal grandmother is a addict and a child abuser and is not allowed around or alone with my child until he turns 18 preferably 21 years old

Rebecca Pescador
Rebecca Pescador
answered on Jan 25, 2023

The answer to this is essentially a 2 part answer.

First, yes, you absolutely have the right to express that in your Will. There is broad freedom to include things in your Will. That includes statements about who you prefer to finish raising your minor child, conditions around any...
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2 Answers | Asked in Bankruptcy, Estate Planning and Tax Law for Colorado on
Q: How can I protect my separate assets (cash, savings, car) from my spouse’s potential future debt claims

How can I protect my separate assets (cash, savings, car) from my spouse’s potential future debt claims (IRS seizure, collection lawsuits from business and credit card creditors)? Divorce is not anticipated. This is in Colorado.

Rebecca Pescador
Rebecca Pescador
answered on Jan 25, 2023

This can be a tricky question, and it is my understanding that the answer may vary for different purposes, so it would be wise to also get opinions from a bankruptcy attorney and a tax attorney as well. This answer is going to be from an estate planning and family/divorce perspective. I do not... View More

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2 Answers | Asked in Estate Planning, Family Law and Probate for Colorado on
Q: Who is responsible for spousal debt after death in COlorado?

My father passed away and most of his debt is in his name only. There was no will and the only evidence I have is my mom listed as the beneficiary for both his life insurance and retirement plan. Is that money safe or can creditors take from there? What about their house, is that at stake with... View More

Michael Joseph Larranaga
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answered on Jan 16, 2023

Allot of this really depends. If I recall, If the debt is solely in your father’s name, I would think his estate would be liable for the debt. If the debt was in both your mother and father’s name, then you mother could be jointly liable. If the debt was attached to a security interest such as... View More

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2 Answers | Asked in Estate Planning, Family Law and Probate for Colorado on
Q: Who is responsible for spousal debt after death in COlorado?

My father passed away and most of his debt is in his name only. There was no will and the only evidence I have is my mom listed as the beneficiary for both his life insurance and retirement plan. Is that money safe or can creditors take from there? What about their house, is that at stake with... View More

John Hyland Barrett III
John Hyland Barrett III
answered on Jan 16, 2023

Generally, your mother is not responsible for his debts. One exception is "family purpose" debts-such a medical bills, housing, food etc. Those creditors would have to sue her to establish her liability. In terms of probate, the life insurance and retirement plan should pass according to... View More

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1 Answer | Asked in Estate Planning for Colorado on
Q: My 91 yo mother slipped and fell on ice walking out of business establishment requiring surgery for a broken femur?

Her recovery is not going well and she might not leave the hospital. As the executor do I have a fiduciary responsibility to file a claim with the building owner's insurance company to protect her estate from the mounting medical bills?

Rebecca Pescador
Rebecca Pescador
answered on Dec 28, 2022

First, I am very sorry to hear this happened to your mother. That is a difficult situation, even without the legal implications.

At this time, it is important to keep track of legal roles. An executor, or personal representative, does not have any duties until the person has passed....
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1 Answer | Asked in Estate Planning and Elder Law for Colorado on
Q: If my mother-in-law is not capable of making basic decisions, can my husband have her house placed in his name?

Does a Trust need to be created to to have the house transferred to his name? At one point she sold her house without any knowledge of what she did, but we were able to get it reversed given elder abuse from a realtor.

Rebecca Pescador
Rebecca Pescador
answered on Dec 27, 2022

You don't mention whether your mother-in-law resides in Colorado. The following answer presumes that she does. If she lives in another state, an attorney in that state should be consulted to learn the proper procedure there. If your mother-in-law is no longer capable of making rational... View More

2 Answers | Asked in Estate Planning, Family Law and Probate for Colorado on
Q: My dad passed and his wife claims that he said that my brother, my kids and I get nothing. Without any documentation.

When my dad was in the hospital, she would not let us see him to say goodbye and claims that he told her that his children and grandchildren get nothing, I finally received the family photo albums with missing pictures. She had only been married for 10 years and she even took the military flag... View More

Kevin Michael Strait
Kevin Michael Strait
answered on Nov 22, 2022

As a general interpretation of Colorado law, the first critical question is whether a person passes away with a valid will. If so, the terms of the will likely control the flow of property and money to specific people. If no valid will exists, Colorado law sets forth a default plan for inheritance.... View More

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2 Answers | Asked in Estate Planning, Family Law and Probate for Colorado on
Q: My dad passed and his wife claims that he said that my brother, my kids and I get nothing. Without any documentation.

When my dad was in the hospital, she would not let us see him to say goodbye and claims that he told her that his children and grandchildren get nothing, I finally received the family photo albums with missing pictures. She had only been married for 10 years and she even took the military flag... View More

Anita O'Meara
Anita O'Meara
answered on Nov 21, 2022

I'm sorry to hear of your loss and the difficult position you are in regarding your father's estate. Your question did not mention your jurisdiction or if there was a Will. In most states a Will is given priority for how personal property (the flag, jewelry, furniture, photos, etc.) and... View More

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1 Answer | Asked in Contracts, Estate Planning, Landlord - Tenant and Probate for Colorado on
Q: How do I revocate a contract / remove the trustee from trust/estate/property/etc.??

Acting as Durable POA for my incapacitated father, (with no limitations at all) - him being grantor of 1/2 a living trust within the family, I have been rejected 90% of the time I make a decision "as if I were him". Trustee will not respond to me at all or respect any of my father's final wishes

Michael Joseph Larranaga
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answered on Oct 20, 2022

I think you need to determine if the trust is revocable or irrevocable. If it is an irrevocable living trust then you may not have the authority to do anything as that authority may rest with the trust administrator. I am in no way an expert in trusts but you may be able to find some information... View More

1 Answer | Asked in Contracts, Estate Planning, Real Estate Law and Native American Law for Colorado on
Q: Should I sell my interest

I have trust land and the tribes want to buy my interest and conveyance for something

Michael Joseph Larranaga
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answered on Oct 19, 2022

Afternoon,

I think you need to get in touch with an attorney specializing in Indian law for your specific tribe. I used to work in oil and gas in a none legal capacity and know there are different levels of ownership within the tribe. I think it would depend if you are an owner, have a...
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1 Answer | Asked in Estate Planning and Probate for Colorado on
Q: The executor of an estate is attempting to add people and change who receives what. How to remove the executor?

The grandfather passed. His son (The Executor) is attempting to give his own stepchildren part of the inheritance. This means the beneficiary will have to split the inheritance, even though there is no mention of the executor's stepchildren in the will. Are there certain forms to fill out? How... View More

Anthony M. Avery
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answered on Nov 27, 2023

Hire a CO attorney now. You will have to file a Motion To Remove Executor For Breach Of Fiduciary Duty. Otherwise the Will might not be enforced.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Colorado on
Q: Caretaker for gmother's home while on market never paid for 6 months until interested buyer, can I b thrown out

Two aunts ,who has done other embarressing actions, also I'm homeless

Anthony M. Avery
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answered on Nov 16, 2023

Whoever has title to the home can sue you for possession.

1 Answer | Asked in Estate Planning and Tax Law for Colorado on
Q: Can I take funds from a trust I am trustee of and re-establish a new trust with me as grantor for better tax treatment?

There are two trusts in question. One for each of my children who are minors. They are living trusts set up by their deceased grandmother’s will and funded by her estate. Her intention is for the funds to benefit her grandchildren and if I can remove the trust funds and re-establish them with me... View More

Nina Whitehurst
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answered on Nov 14, 2023

No attorney can or should attempt to answer your question without reviewing the instrument and/or court order that created the trusts. The best anyone can say in this forum is maybe. I would say the likelihood of you being able to do that is low.

1 Answer | Asked in Estate Planning and Tax Law for Colorado on
Q: If I fund my trust with inherited stock does my Trust get the step up basis on the stock at my death?
Anthony M. Avery
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answered on Oct 5, 2023

No because the Trust owns the corpus, not you at death.

1 Answer | Asked in Estate Planning and Real Estate Law for Colorado on
Q: If a deed reads name HEIRS OF (1/3 INT) Name Name Name (1/3 INT) Name

What does this mean on a deed to property in colorado. So where it says Name are the people's name on the deed

Kevin Michael Strait
Kevin Michael Strait
answered on Mar 8, 2023

I can't interpret the phrasing on the deed without seeing the entire document, but in general, the phrase "1/3 ENT" likely means a "one-third interest" or a one-third ownership is conveyed to that person. Contact an attorney and ask for help interpreting the deed and... View More

1 Answer | Asked in Criminal Law, Elder Law, Estate Planning and Personal Injury for Colorado on
Q: I have a serious case of elder abuse, robbery, theft, financial exploitation. Plus inheritance stolen...??.... Contingen

What do I do? No one seems to want to help me. Will was redone misspelling my father's name. This was done 3 months before he died at 82 with a brain tumor 3 other forms of cancer with radiation treatments. Found out there was a reverse mortgage put on the house for $1,140,600. On October 20,... View More

Nelson Patrick Boyle
Nelson Patrick Boyle
answered on Dec 1, 2022

You need to call an attorney to protect your rights. Attorneys in Burg Simpson’s commercial litigation department may be able to help. Additionally, attorneys who litigate probate cases involving estate planning/wills/trusts may be able to help. Bottom line: you should call an attorney.... View More

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