Private Client Services

We help you acquire and protect what matters most to you now,
tomorrow and through all of life’s challenges.

We are experts in every aspect of personal and business planning. We provide comprehensive estate and transaction planning for individuals, families and business. We work closely with you, your accountants and financial and insurance advisers to create and implement plans that meet all of your goals. As life’s challenges appear, we help you navigate through.

When life or death administration is required, we understand the intricacies of probate, guardianship and conservatorship, and the essential components to elder care and trust administration. We help you administer efficiently.

Planning Ahead

An estate plan to protect you, your family and your assets

  • Structure Inheritance your life and estate your way: Wills, Trusts and more
  • Decision-making: Powers of Attorney
  • Ensure your Healthcare Choices
  • Keep Control in Disability


Managing probate court administration of disability and estates

  • Maintain Personal Control over Decisions
  • Guardianships and Conservatorships
  • Estate Administration and Contest

Elder Care

Helping you maintain the highest quality of like in later years

  • Maintain Personal Control over Decisions
  • Plan How to Pay for Long-Term Care
  • Prepare for Medicaid by Protecting Assets and Income


From start-up to exit, we help you achieve greater success whatever your endeavor

  • Business Creation Services and Ongoing Support
  • Succession and Exit Planning
  • Tax and Transactional Planning
Find a Private Client Services Lawyer


Colorado Springs

Phone: 719.260.7900

Of Counsel

Colorado Springs, Greenwood Village

Phone: 303.623.4741


Orange County

Phone: 949.612.9128


New York

Phone: 408.792.5903


Contact Us