Antonio Bates Bernard: Attorneys at Law of Denver, Colorado
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We help assess needs, define goals, and plan for the future.
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Estate Planning


When it comes to proper estate planning, there is no better time than the present. We advise family owned businesses and individuals on customized estate planning, trust administration, probate, and related services for effective preservation and transfer of wealth as well as for the personal and financial protection of a family’s children and grandchildren. Whether clients want to provide for continued income, protect assets for future generations, or prepare for the later distribution of an estate, ABB's attorneys will develop strategies that accomplish these goals with minimal tax implications.

We work with our clients on both simple and complex estate plans. Our estate planning often includes  business planning and tax planning as we work to create the most comprehensive estate and trust strategies possible. Our estate planning services include:

  • Asset protection
  • Beneficiary representation
  • Business succession planning
  • Estate administration
  • Estate freeze techniques
  • Fiduciary representation trustees, conservators and guardians
  • Gifting
  • Life insurance
  • Living wills
  • Powers of Attorney (medical and financial)
  • Tax planning
  • Trust administration
  • Wills and trusts
  • Will contests
Client Story
"Roxie made it happen. She is so personable that she put everyone at ease, really listened to us, and developed ideas and considerations based on our wishes to provide for our family through a comprehensive estate plan. We would recommend her to anyone."
©2009 ANTONIO BATES BERNARD PROFESSIONAL CORPORATION 
    3200 Cherry Creek Dr. S. Suite 380 Denver, CO 80209  II  303.733.3500 II

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