Marc Carlson

Marc Carlson

Estate Planning Lawyers Colorado, LLC. Get the best will or trust plan for you.
  • Estate Planning
  • Colorado
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Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Biography

Estate Planning Lawyers Colorado, LLC helps you and your family avoid unnecessary expenses, anxiety, and legal problems when death or mental incapacity occurs. We educate and guide you to the best will or trust plan for you to protect your family, assets, money and dignity. This makes life easier for you and your loved ones by eliminating court action and reducing financial and emotional stress. Please call 303-775-1112 to schedule your initial virtual "Will and Trust Education and Analysis Consultation." You'll be glad you did! 303-775-1112; marc@estateplanninglawyerscolorado.com. 973 Melting Snow Way, Castle Rock, CO 80109.

Education
University of Colorado Law School
J.D. (1973) | Law
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University of Colorado Law School Logo
University of Kansas
B.S. (1968) | Education
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Honors: Junior Men's Honor Society
Activities: Golf Team
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Professional Experience
Attorney
Various Law Firms from 1973 to present
Current
Estate Planning Attorney
Estate Planning Lawyers Colorado, LLC
- Current
Estate Planning Solutions and Results Tailored to Meet Your Needs
Publications
Articles & Publications
Blooper Episodes in Estate Planning and Elder Law, Lessons from Prime Time TV
Olive Grove Press - Contributing Author
Speaking Engagements
The Pros and Cons of Wills and Trusts, Carlson Law Office, LLC, Longmont, CO
Carlson Law Office, LLC
Awards
Client Champion Platinum Award
Martindale-Hubbell
Based on posted client reviews
AV Preeminent Peer Review Rating Award
Martindale-Hubbell
Highest possible rating in both legal ability and ethical standards
Rating of 5 out of 5 (2014-2021)
Lawyers.com
Professional Associations
Douglas County Bar Association
- Current
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Colorado State Bar  # 4885
Member
- Current
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Colorado Bar Association  # 004885
Activities: Member
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WealthCounsel
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Activities: Association of Estate Planning Attorneys
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Jurisdictions Admitted to Practice
Colorado
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Fees
  • Rates, Retainers and Additional Information
    Competitive and Reasonable Fixed Fees for different plan types
Practice Area
Estate Planning
Health Care Directives, Trusts, Wills
Languages
  • English: Spoken, Written
Legal Answers
Q. A deed to a property goes into an irrevocable trust. Is the real estate taxable by the government?
A: My understanding is that an Irrevocable trust must distribute all income to beneficiaries each year, which makes the trust a pass-through entity. Those beneficiaries pay the taxes on income. However, capital gains are not considered income to irrevocable trusts. Instead, capital gains count as contributions to principle in the tax code. The "estate tax exemption" applies to all property. These are good questions for confirmation by your CPA.
Q. What does heirs and assigns mean in a transfer on death deed mean
A: “Heir”: An heir is someone who’s legally entitled to inherit your assets if you die intestate, meaning you pass away without a valid will or trust. Your heirs are people related to you by blood or marriage, like your spouse or children. If you die without an estate plan, your heirs will be determined by your state’s intestate succession laws. These laws lay out the order in which your heirs will receive your property. While it can vary by state, the order of succession is commonly, your: (1) spouse, (2) children (biological and adopted), (3) parents, (4) siblings, and (5) extended family, or “next of kin” (like nieces, nephews, grandparents, and cousins). Succession laws generally only include people legally or biologically related to you – no one else is considered a potential heir. This includes foster children or stepchildren. If you want these key people in your life to inherit part of your estate, you must have a plan and name them as “beneficiaries”.

“Assign”: Assign is the act of transferring rights, property, or other benefits to another party (the assignee) from the party who holds such benefits under contract (the assignor). This concept is used in both contract and property law.
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Websites & Blogs
Website
Contact & Map
Estate Planning Lawyers Colorado, LLC
973 Melting Snow Way
Castle Rock, CO 80109
Cell: (303) 775-1112
Monday: 9 AM - 6 PM
Tuesday: 9 AM - 6 PM (Today)
Wednesday: 9 AM - 6 PM
Thursday: 9 AM - 6 PM
Friday: 9 AM - 6 PM
Saturday: 9 AM - 5 PM
Sunday: Closed
Notice: 9-6