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Trusted Estate Planning Lawyers in Boulder, CO
Braverman Law Group has been dedicated to providing comprehensive estate planning services to clients throughout Colorado for over two decades. Our team of attorneys specializes exclusively in trusts and estates law, offering personalized counseling to help individuals, couples, and families create legally sound plans for their future. We focus on clear communication of complex legal concepts while implementing trust-based strategies that avoid probate and protect assets.Our practice extends to special needs planning, elder law, and asset protection, with attorneys recognized for their expertise in national publications. We guide clients through every stage of estate planning, from initial consultation to document execution and ongoing maintenance, ensuring their wishes are clearly documented and their loved ones protected.
Services
Estate Planning
Trust Administration
Probate Services
Asset Protection
Special Needs Planning
Elder Law
Gun Trusts
Highlights and features
- We offer over 20 years of exclusive experience in trusts and estates law
- Our attorneys provide personalized counseling for complex estate planning needs
- We implement trust-based planning to avoid probate and protect privacy
- 24/7 access to critical healthcare documents through membership cards
- Recognized experts quoted in Wall Street Journal and New York Times
What people say
Depth of knowledge
Calming nature
Thorough expert
Compassionate care
Clear explanations
Services
Estate Planning
We create comprehensive estate plans that protect your assets and ensure your wishes are honored. Our trust-based approach avoids probate while addressing healthcare directives, inheritance distribution, and special needs considerations. Clients receive clear explanations of complex legal concepts and personalized strategies tailored to their family dynamics and financial situations.
Trust Administration
Our specialized trust administration services ensure proper management of assets during incapacity and after death. We guide trustees through document execution, asset funding, and beneficiary communication while maintaining compliance with Colorado law. The process includes creating Certification of Trust documents and transferring property titles to maintain privacy and avoid court involvement.
Probate Services
We assist executors and beneficiaries with probate proceedings across Boulder County. Our services include will validation, asset inventory, debt settlement, and distribution guidance. We provide compassionate support during difficult transitions while ensuring legal requirements are met efficiently and transparently for both simple and complex estates.
Asset Protection
Our asset protection strategies safeguard wealth from potential threats through domestic LLCs and irrevocable trusts. We help clients structure ownership arrangements that maintain control while minimizing exposure to lawsuits and creditors. The plans consider both current assets and future inheritances to ensure long-term financial security for families.
Special Needs Planning
We create specialized plans that preserve government benefits eligibility while protecting inheritances for individuals with disabilities. Our approach addresses both financial security and quality of life considerations through special needs trusts and coordinated estate documents. Clients benefit from our experience with public benefit programs and complex legal requirements.
People
Diedre Wachbrit Braverman
Managing Attorney
Specializing in special needs planning and elder law, Diedre has practiced trusts and estates law exclusively for over 20 years. She authored the California Bar treatise on special needs planning and focuses on preserving public benefits while protecting inheritances.
Bennett Braverman
Principal Attorney
With over two decades of trusts and estates experience, Bennett provides comprehensive estate planning solutions. He specializes in high net worth planning and probate administration, guiding families through complex asset distribution and trust implementation processes.
Ariel N. Okonsky
Associate Attorney
Focusing on estate planning and probate matters, Ariel brings technical expertise to trust administration and document preparation. She works closely with clients to ensure their plans reflect current needs while anticipating future changes in family circumstances.
Kelly Houghtalin
Receptionist
As the first point of contact, Kelly manages client communications and office operations. She ensures smooth scheduling of consultations and maintains the firm's welcoming, dog-friendly environment for all visitors.
Questions
What documents are essential for a complete estate plan?
A comprehensive estate plan includes a revocable living trust, healthcare power of attorney, property power of attorney, living will, and HIPAA release. We also provide a 24/7 membership card for immediate access to critical documents.
How does trust-based planning benefit my family?
Trust-based planning avoids probate court proceedings, maintains privacy about asset distribution, and provides management continuity during incapacity. It allows more control over how and when beneficiaries receive their inheritance.
What happens if I don't create an estate plan?
Without a plan, the court decides asset distribution according to state law, which may not reflect your wishes. Incapacity planning becomes impossible, and your loved ones face expensive, time-consuming probate proceedings.
How often should I update my estate plan?
We recommend reviewing your plan every 3-5 years or after major life events like marriage, divorce, births, or significant financial changes to ensure it continues reflecting your current circumstances and wishes.
Can I create an estate plan remotely?
Yes, we offer video consultations and remote document signing options. Our process includes virtual meetings for document review and execution, making estate planning accessible regardless of location.
What special considerations exist for special needs beneficiaries?
Special needs planning preserves eligibility for government benefits while protecting inheritances. We create specialized trusts that maintain quality of life without jeopardizing essential public assistance programs like Medicaid or SSI.
