Estate planning protects what Boulder families have built — academic and research careers, founder equity, appreciated Boulder County real estate, and the goal of passing both wealth and values along to the next generation. Boulder households often combine concentrated equity in early-stage or recently exited companies with significant real estate appreciation across Boulder, Longmont, Louisville, Lafayette, Superior, and Erie, and federal estate tax planning, qualified small business stock (Section 1202) planning, and Colorado Uniform Probate Code (C.R.S. §15-10-101 et seq.) considerations all need to fit together.
Relevant Law builds Boulder estate plans tailored to each family rather than stamped out from a template. Your estate planning lawyer takes time to understand your family dynamics, founder and equity holdings, real property, research and consulting income, and long-term objectives before recommending a strategy. Documents include Colorado-compliant last wills and pour-over wills, revocable living trusts that streamline probate, irrevocable trusts for federal estate tax planning and concentrated-stock concerns, durable financial powers of attorney, medical durable powers of attorney, advance medical directives, and beneficiary deeds for Boulder real property under C.R.S. §15-15-401.
Estate planning is not a one-time event. New children, marriages, divorces, financings, exits, real estate purchases, and changes in federal estate tax law all create reasons to revisit the plan. Call (719) 960-4396 to schedule a consultation.
Relevant Law — Boulder
1311 Interquest Parkway, Ste 110, Colorado Springs, CO 80921
Phone: (719) 960-4396