How much can I charge as a trustee?

The question of reasonable compensation for a trustee or fiduciary often comes up. There is no black and white rule regarding reasonable compensation. Reasonable compensation means it depends–it depends on the surrounding circumstances of the administration. And the factors are proscribed in the Colorado Revised Statutes (CRS). As the fiduciary (personal representative/conservator/agent/trustee), you are entitled […]

Maylin falling in leaves

Beneficiary Deeds, am I right?

There was a recent article in the Daily Sentinel that created a lot of buzz with my estate planning clients you can read here. All of sudden, everyone wanted a beneficiary deed. We wrote and recommended such a tool in 2016 It solves everything, am I right? Maybe. Essentially, a beneficiary deed is executed and […]