So J____, our legacy planner, and I spoke with C____, an attorney with a high-end attorneys’ firm here in Denver. C____ specializes in tax planning for estate disposition, intergenerational wealth transfers (including business succession), construction of specialized trusts, and law related to non-profit and religious institutions.

Before we spoke, I had forwarded her some of the results of my research. She said the cases I was referring to were rather old. “A lot of water has flowed over the dam in the intervening years,” she said. “We need to do research to find out what cases have followed that may make those cases that you’ve found unimportant.”

“So what’s the probability, you think, for us to succeed?” I asked. Read the rest of this entry »

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