6500 S. Quebec Street, Suite 330

Englewood, CO 80111
720-200-4025     720-200-4026 (fax)













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February 2015

Why Do You Need A Trust?

Trusts are a great way to keep investments safe for the long term. The question usually is what kind of trust do I need and how do I set it up? Trusts can protect assets from taxes and legal threats and provide income for family members and descendants. If a trust is not set up correctly it can easily be ignored by the courts. Safeguards that were put in place may no longer exist and planned tax savings may no longer be in effect.


A Revocable Living Trust is a trust created to hold and protect assets during an individual's lifetime. It does not provide any tax savings but it does protect assets from probate. The person creating the trust can also assign a successor trustee in the case of his or her death or incapacitation. This trust makes sense for someone who is middle aged or older and has money/investments that they would not want the court to take over if something happened to them.


An Irrevocable Life Insurance Trust is used to buy life insurance on behalf of the person establishing the trust. The trust owns the insurance and pays the premium and the benefits are paid into the trust. This trust works well for a younger person who can still buy insurance at affordable rates and wants to protect any large insurance benefits from estate taxes.


Of course we use Special Needs Trusts to benefit a special needs family member without affecting their public benefits. A Dynasty Trust is for individuals planing for the long, long term. Later this trust can make tax free distributions to the granter's heirs. There are Residence Trusts and Charitable Remainder Trusts which, although not commonly known about, can provide a great resource to individuals for their estate planning.


Based on your specific situation we can recommend a means to help you achieve your goals.



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Dear Clients and Friends,

At the Law Offices of Bradley J. Frigon, we consistently strive to provide quality personalized legal services with the highest level of integrity and professionalism.  We assist clients with wills, trusts, probate and trust administration, probate ligitation, Medicaid and public benefits planning, tax palnning, guardian and conservatorships, and special needs trusts.

Please feel free to give us a call if we can provide assistance with your specific needs.  Your comments and questions are important to us, please send them to Vicki for immediate attention.


Law Offices of Bradley J. Frigon
The Law Offices of Bradley J Frigon
6500 South Quebec Street, Ste. 330
Englewood, CO 80111
Phone: 720.200.4025     Fax: 720.200.4026