
Trusts: the articles.
Everything on the blog filed under Trusts, newest first, with the practice page it belongs with.
"It's in a trust, so it's protected." Sometimes. Colorado distinguishes vested interests from discretionary ones, treats the growth of a vested interest as marital, and weighs even non-property interests when dividing everything else.…
Spousal Lifetime Access Trusts move wealth out of the taxable estate — with the marriage as the access mechanism. In a divorce, the donor loses the access, sometimes keeps the tax bill, and the trust may be beyond the court's reach.…
A Colorado decree revokes most gifts to a former spouse, but not the ones that matter most: ERISA retirement plans and anything you never updated. What the statute does, what it misses, the risky months between filing and decree, and how to protect the children's inheritance.…
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