Estate Planning

Estate Planning and Probate in Colorado

Estate planning is the process whereby families develop a plan that ensures that the assets they have worked so hard accumulating during their lifetime are protected and distributed to those they love after their death.

Attorney Chester H. (Skip) Morgan II is located in Colorado Springs, Colorado, and represents individual clients, families, businesses, and military personnel in Colorado and Wyoming, including Colorado Springs, Pueblo, Monument, Black Forest, Cheyenne, and the counties of El Paso, Teller, and Pueblo. While at the Air Force Academy, Skip took charge of the Air Force’s Personal Estate Planning team and was lauded by The Judge Advocate General of the Air Force as the best estate-planning attorney in the Air Force.

Skip offers military and civilian clients effective estate-planning solutions in the following areas:

• Advanced medical directives
• Business succession planning
• Charitable giving
• Conservatorships and guardianships
• Durable powers of attorney
• Estate tax planning
• Family limited partnerships
• Investment properties
• Life insurance trusts
• Living wills
• Supplemental Needs Trusts
• Military pension benefits
• Premarital agreements
• Retirement interests
• Revocable and irrevocable trusts
• Survivor benefit plans (SBP)
• Wills and testaments

Probate and Estate Administration

In its most basic terms, probate is nothing more than a grant of authority to the executor (personal representative) to do what needs to be done with an estate. At least in Colorado, the probate process is very straightforward and direct. Much of it can be done by the client, with just a little bit of coaching.

In his probate practice, Skip views himself to be a coach, not a director, and will help you do as much or as little as is necessary to handle the estate of a loved one. He deals personally with all clients, never passing their concerns off to paralegals or administrative staff.

Disability Planning

Although probate in Colorado is relatively straightforward and quick, court-ordered guardianships and conservatorships for an incapacitated person can be wrenching, time-consuming, and expensive. It pays to have up-to-date powers of attorney and careful planning against the possibility of disability.

Attorney Skip Morgan is licensed to practice law in Colorado, Wyoming, and Texas. To learn more about his estate-planning and probate practice, please contact him today.