Contact Me Today!

 

Bekerman Law Firm, P.C.

4600 S. Syracuse St.

Floor 9

Denver, CO 80237

 

Phone: 720-324-0565
Email: bekermanlawfirm@gmail.com

Call Bekerman Law Firm, P.C. for Estate Planning Today!

 

720-324-0565

  

 

When dealing with estate planning clients, there are some frequent questions that I get in regards to their estate plans. Some of those questions are listed in the chart below and show the result of using a trust, a will or simply not having an estate plan. Give me a call today for your free consultation and I will be glad to discuss your specific situation and questions with you! 

 

 

FREQUENTLY  ASKED QUESTIONS

ESTATE PLAN USING A TRUST

ESTATE PLAN USING A WILL

NO ESTATE PLAN

 

If I become incapacitated does my successor trustee automatically take control of my assets?

 

 

Yes

 

No

 

No

 

When I die does the person I choose as my beneficiary take control of my assets

 

 

Yes

 

Yes, as long as the will is valid.

 

State law determines who can take control of your assets

 

 

When I die is my estate publicly probated by a court?

 

 

No

 

Yes

 

Yes

 

Is my estate plan difficult to contest?

 

 

Yes

 

Relatives, creditors and public receive notice of probate and can object.

 

 

Relatives, creditors and public receive notice of probate and can object.

 

 

Can my estate plan protect children with disabilities?

 

 

Yes

 

Only a Special Needs Trust that complies with federal law will protect them.

 

 

Only a Special Needs Trust that complies with federal law will protect them.

 

 

Can my assets be distributed to my beneficiary within a few weeks?

 

 

Yes

 

No, probate assets must first go through probate proceeding.

 

No, probate assets must first go through probate proceeding.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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