Gerard Deffenbaugh
COLORADO TRUST & TAXES
https://cotruststaxes.com
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Colorado
What to expect from Gerard Deffenbaugh
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Gerard Deffenbaugh
At Colorado Trusts & Taxes, I understand that life’s transitions can be daunting, especially when it comes to navigating complex legal matters surrounding death and taxes. I have a passion for simplifying tough legal concepts, and I am dedicated to providing accessible guidance and support to individuals and families across Colorado. Outside of work, I’m an outdoor enthusiast who cherishes time spent with my wife Rachel, two young boys, and friends. Whether I’m exploring the wilderness, experimenting in the kitchen, or delving into the pages of science fiction and fantasy novels, I bring a diverse perspective and genuine empathy to my practice.
Drawing on over a decade of legal experience, I specialize in tax strategy for small businesses, estate planning, probate, trust administration, and trusts in divorce. What sets me apart is my commitment to honesty, attention, and unwavering support during life’s most challenging moments. I recognize the emotional toll that these situations can take, and strive to provide clarity and peace of mind to my clients every step of the way. With my background at both a large national law firm and a boutique law firm, I offer the expertise of a seasoned attorney with the personalized attention of a small firm.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Gerard Deffenbaugh
Complete the form below to reach out and schedule your 15-minute discovery call.