Our Process

Our process is built upon three things:

1. A no-obligation no-fee initial consult. For an hour or so, we meet with prospective clients to learn about their family or business, to answer their questions (and ask some of our own when they are done) and most importantly to assess their goals and aspirations for their planning (whether for a family or a business).
2. During that consult, we seek to know you and your family. We start with no pre-conceived notions of what plan is best for you or what we will do. We seek to listen well…that’s what we’re here for…to learn your desires for your family or your business.
3. Most of our work is set fee…not hourly fees. Sometimes, we cannot avoid hourly fees because of the nature of the engagement (for example, contract drafting when another party is contracting with our client, probate fees). But 80+% of the time, we quote you a fee and hold to it. In a set fee engagement, if it takes more time to complete the work, that risk is to us…not to you. We stand by our original fee quote. We encourage you to read about our commitment to excellence. 

Estate Planning, to include trusts of all types, corporations, family limited partnerships, and family limited liability companies.

Business Planning, to include exit planning for small to mid-sized business worth $300,000 – $100,000,000, (including small, closely-held family businesses). We use a time-tested planning process to build professional teams to devise and implement exit plans for our clients’ businesses, whether the business is being sold to family members, partners, key employees, or an outside third party. We team with the top experts in business valuation and accounting to maximize the net profit on the sale of clients’ businesses under all scenarios.

Tax Planning, to include strategies by which small, closely-held businesses can legitimately and legally decrease their tax burden.

Corporate Planning and Counsel, to include all types of agreements implementing clients’ business objectives. When asked to form new entities, we evaluate the appropriate business entity for every client’s specific business, including where the business should be formed (whether in Colorado or in another state) in order to maximize clients’ asset protection.

Charitable Planning, to include counseling clients on how to maximize gifts to meet clients’ legacy planning goals. Some of the tools we commonly use include: charitable remainder trusts, charitable lead trusts, and public or private foundations.

International Business Counsel, to include negotiating, preparing, and implementing international agreements (including but not limited to offshore agreements for sales of goods or services anywhere in the world).