Paralegal Advantage Legal Assistance Expertise
Estate and Tax Planning
Drafting of all manner of estate planning documents, including:
- Pourover and dispositive Wills with trust provisions
- Limited and General Powers of Attorney
- Durable Medical Powers of Attorney
- Living Wills
- Halachic Living Wills
- Memoranda Disposing of Personal Property
- Declarations of Disposition of Last Remains
- Revocable Trusts, including all types of various beneficiary trust provisions
- Irrevocable Trusts, including ILITS, CRUTS, GRATS, Defective Trusts, Special Needs Trusts
- Family LLLP’s or LLC’s, including qualification with Secretary of State Partnership/Operating
Agreements and gifting of interests
- Charitable Foundations, including obtaining tax exempt status from the IRS
- Transfer of Assets/Re-registration of Accounts
- Beneficiary Withdrawal (Crummey) Notices
- Trust Registration
- Estate planning outline letters/summary letters
- Flowcharts
- Preparation of document binders
- Gift Tax Returns (IRS Form 709)
Drafting of business transactional documents, including, but not limited to:
- Formation of entities - On-line filing with Colorado Secretary of State
- Sale or purchase of business or interests
- Assist with due diligence
- Preparation and/or updating of Transaction Checklist
- Maintaining contact list
- File/document management
- Re-organization
- Mergers
- Recapitalization
- Financing/Loan Transactions/Security documentation
- UCC filings and searches
- Dissolutions
- Business Contracts/Agreements
- Prepare and assist with closing and execution of documents (provide Notary Public service)
- Preparation of closing binders
- Obtain tax exempt status for non-profit organizations
Trust and Estate Administration
- On-line filings with Clerk of Court – large and small estates
- Admitting photocopies of Wills for probate, holographic Wills and “non-standard Wills”
- Appointment of Special Administrator
- Correspondence with personal representatives, heirs and/or beneficiaries
- Assistance with determination of assets, re-registration of assets and accounts, valuation, sale and/or distributions of assets
- Preparation of Federal and State Estate Tax Returns, including Special Use Valuation, 6166 Election and assistance in audit
- Trust and Estate Accountings
- Fiduciary Income Taxes (IRS Form 1041)
- Conservatorship Proceedings
- Guardianship Proceedings
Real Estate and Loan Transactions
- Assist with due diligence
- Work with opposing Attorneys, lenders and Title Company representatives
- Resolution of Title Objections
- Entity documentation including Consents, Certificates of Officers, drafting of Lender or Seller/Purchaser Required documentation
- Preparation and/or updating of Transaction Checklist
- Maintaining contact list
- File/document management
- Prepare and assist with closing and execution of documents (provide Notary Public service)
- Preparation of closing binders
Non-Legal Assistance Expertise
- Assistance to Trust Departments with Trust and Estate Administrations
- Service as Personal Representative
- Assist in-state or out-of-state Personal Representatives or Trustees with administration of trust or estate
- Management of real property in absence of local representative, including securing residence or building(s);
coodinate inventory and sale of personal property; supervise property maintenance, repairs and utilities
- Coodination of numerous medical expenses and insurance/medicare reimbursement
- Service as Conservator
- Trust and Estate Record and Bookkeeping Services
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