Marilyn has dedicated her legal career to ensuring that those left behind after a loved one’s death are well taken care of. Marilyn plans and administers estates and trusts, powers of attorney, wills, and other estate planning tools for individuals, families, and businesses to prepare them in the event of disability or death. She is adept in the design and application of revocable and irrevocable trusts, charitable trusts, residence trusts, guardianships, and conservatorships.
As a trusted family advisor, Marilyn carefully advises personal representatives and trustees, incorporates life insurance, stock options, IRAs, 401(k) and other retirement accounts into estate plans. Marilyn’s guidance helps clients protect their heirs and closely-held companies to ensure wealth preservation and a smooth succession of assets to future generations. She aims for estate plans with the best immediate and long-term tax advantages.
Marilyn’s expertise includes estate planning as it affects those with long-term disabilities – for example, how to preserve the ability to inherit without losing public benefits. She also focuses on planning for unexpected disabilities and on protecting clients from financial fraud and exploitation. She is a frequent lecturer and has co-authored an article on protecting disabled persons’ access to public benefits with special needs trusts. Marilyn also wrote ”Life After Death,” a comprehensive guide for widowed persons on how to deal with the legal and financial challenges that arise on the death of a spouse.
Publications and Presentations
- "Top five biggest mistakes in blended-family estate plans," ColoradoBiz, September 3, 2015
- "Who Can Sell a House After a Death in Colorado?" Bradford Publishing Blog, August 19, 2014
- Presenter on "Estate Planning for Same-Sex Couples: Counseling and Advising in a New Era," at CLE International "Civil Unions: Family Law, Estate Planning & Benefits Issues" program, November 4, 2013
- "Top Reasons to Review Your Colorado Estate Planning Documents," Bradford Publishing Blog, January 31, 2013
- "Talk Early, Often To Avoid Drama," Law Week Colorado, December 10, 2012
- Life After Death: A Legal and Practical Guide for Surviving Spouses (Bradford Publishing Co., 2005)
- ”Preserving the Disabled Plaintiff's Access to Public Benefits,” 25 The Colorado Lawyer 49, 1996
- ”Marital Dissolution and Estate Planning,” in the Colorado Estate Planning Handbook, CLE in Colorado Inc., Supp. 2004, 2005, 2006, 2007, 2009, 2010, 2011