Estate & Gift Tax Planning

At Wade Ash LLC, we can help you minimize the taxes imposed at your death through careful and sophisticated planning, using special tools to reduce financial stress on surviving family members. Our estate planning attorneys can craft the right solution for you and your family.

Married Couples and Families

For married couples, we can prepare a joint revocable trust to get the most out of adjusted basis planning. We write disclaimer trusts and qualified terminable interest trusts (QTIPs) to provide flexibility for changes in the tax code and ensure your spouse is protected if you die, but ultimately your assets pass to your children. If you want to protect your family from the tax change coming in 2026 that will cut the gift and estate tax exemption in half, we offer spousal lifetime access trusts (SLATs).

We also prepare estate tax protection planning, such as qualified personal residence trusts (QPRTs), generation skipping transfer tax trusts, intentionally defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), and irrevocable life insurance trusts (ILITs).

Charitable Gift Planning

A charitable remainder or lead trust can provide a current income tax deduction and advance your charitable gifting goals. We can prepare charitable remainder annuity trusts (CRATs), charitable remainder unitrusts (CRUTs), charitable lead annuity trusts (CLATs), and charitable lead unitrusts (CLUTs).

Charitable gifts can be structured to benefit charities, the donor of the gift, and family members who receive other assets, to maximize the benefit of your charitable gifts.

Contact Wade Ash

For assistance in accomplishing your estate and gift tax planning goals, we welcome you to contact us by calling (303) 322.8943 (Denver) or (970) 366.3727 (Glenwood Springs) or using the online contact form.