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Rebecca Schroer and Margot Edwards Publish Article in Colorado Lawyer on “Selecting a Trust Situs”

October 6, 2021/in Trustee

Republished with permission, originally appeared in the Colorado Lawyer, Vol. 50, No. 9, October 2021.

This article reviews situs considerations, including a trustee’s duty to consider a transfer of situs and options for completing a transfer.

Rebecca Klock Schroer and Margot Edwards are partners in the Trust and Estate Litigation Group at Holland & Hart LLP. They counsel clients on a range of tax and estate planning matters, focusing on the representation of fiduciaries, beneficiaries, entrepreneurs, and professional and family trustees.

Please see full publication for more information: Selecting a Trust Situs: What Should a Trustee Consider?

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Holland & Hart has one of the premiere trust and estate litigation practices in the Mountain West Region. We offer legal services in the areas of probate, trust, and fiduciary litigation, and provide customized solutions to fiduciaries with the intent of avoiding future litigation. Our team represents trustees, financial institutions, trust companies, beneficiaries, creditors, agents under powers of attorney, and individuals in probate, trust, and fiduciary disputes. As part of a full-service law firm, we can also provide streamlined coordination with attorneys in other related disciplines to provide maximum efficiency and effectiveness. Click here to read more.

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This publication is designed to provide general information on pertinent legal topics. The statements made are provided for educational purposes only. They do not constitute legal or financial advice nor do they necessarily reflect the views of Holland & Hart LLP or any of its attorneys other than the author. This publication is not intended to create an attorney-client relationship between you and Holland & Hart LLP. Substantive changes in the law subsequent to the date of this publication might affect the analysis or commentary. Similarly, the analysis may differ depending on the jurisdiction or circumstances. If you have specific questions as to the application of the law to your activities, you should seek the advice of your legal counsel.

Rebecca Schroer and Margot Edwards Publish Article in Colorado Lawyer on “Selecting a Trust Situs”

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