Business Details
Your Trusted Estate Planning & Legal Solutions Partner in Colorado Springs
At Forbush Legal, we specialize in estate planning, asset protection, and business planning with a holistic approach that considers the financial, physical, emotional, and spiritual aspects of our clients' needs. Our team is dedicated to helping individuals, families, and entrepreneurs protect their loved ones, preserve wealth, minimize tax liabilities, and support philanthropy. With over a decade of experience, we have developed innovative strategies and educational seminars to simplify complex legal matters while maintaining personalized relationships with our clients.Our annual maintenance program ensures plans remain current with changing laws, and our modern online tools complement traditional face-to-face consultations. We pride ourselves on integrity, expertise, and compassionate service, having earned the trust of clients who have appointed us as trustees of their estates.
Services
Estate Design
Retirement Assets
Asset Protection
Business Planning
Charitable Giving
Firearms Planning
Special Needs
Legacy Protector
Corporate Shield
Highlights and features
- We offer over 10 years of specialized experience in estate and asset protection planning
- Our annual maintenance program ensures legal documents stay current with changing laws
- We provide educational seminars to simplify complex legal concepts for clients
- Our team combines modern online tools with traditional face-to-face consultations
- Clients trust us as estate trustees due to our proven track record of integrity
What people say
Exceptional service
Well organized process
Highly recommend Kevin Forbush
Outstanding leader
Magnificent staff
Services
Estate Design
Our estate design services create comprehensive plans to protect loved ones and preserve wealth through customized trusts, wills, and legal strategies. We help clients establish clear directives for asset distribution while minimizing tax liabilities. Our annual review process ensures plans remain current with changing personal circumstances and legal requirements.
Asset Protection
Asset protection strategies safeguard clients' financial legacies through legal tools that shield assets from potential threats while maintaining compliance with tax regulations. Our approach balances protection needs with accessibility requirements for business owners and high-net-worth individuals. Regular plan updates ensure continued effectiveness as laws evolve.
Business Planning
Business planning services help entrepreneurs establish legal structures that protect personal assets while optimizing tax efficiency. We develop succession plans, shareholder agreements, and corporate governance frameworks tailored to each client's industry and growth objectives. Our Corporate Shield program addresses unique business risk management needs.
Charitable Giving
Charitable giving strategies enable clients to support causes they care about while maximizing tax benefits through donor-advised funds, charitable trusts, and legacy gifts. We help structure donations that align with personal values and financial goals while ensuring compliance with IRS regulations for tax-deductible contributions.
Special Needs
Special needs planning creates financial security for loved ones with disabilities through specialized trusts and legal arrangements that maintain government benefit eligibility. Our plans address long-term care requirements while protecting assets, with ongoing support to adapt to changing medical and legal landscapes.
People
Kevin Forbush
Principal
Kevin Forbush is a Colorado-based attorney specializing in estate planning and asset protection with over 10 years of experience. He has developed innovative educational programs and the Legacy Protector system to simplify complex legal matters for clients.
Carissa Smith
Carissa Smith is part of Forbush Legal's legal team providing estate planning and business planning services to individuals and entrepreneurs in Colorado Springs.
Julia Koert
Julia Koert contributes to Forbush Legal's practice areas including asset protection strategies and charitable giving planning for clients in the Colorado Springs area.
Chuck Smith
Chuck Smith is a legal professional at Forbush Legal assisting clients with estate design and business planning solutions tailored to their specific needs.
Elizabeth Morgan
Elizabeth Morgan supports Forbush Legal's practice areas focusing on special needs planning and firearms estate planning for Colorado residents.
Questions
What estate planning documents do I need?
Basic estate plans include wills, trusts, and healthcare directives. Our attorneys customize documents like durable powers of attorney and beneficiary designations based on your specific family and financial situation.
How does asset protection work?
Asset protection uses legal tools like trusts and LLCs to shield wealth from potential creditors while maintaining tax compliance. We create customized strategies considering your business interests and personal assets.
What is special needs planning?
Special needs planning creates financial security for loved ones with disabilities through specialized trusts that maintain government benefit eligibility while providing supplemental support beyond basic needs.
How often should I update my estate plan?
We recommend annual reviews through our maintenance program to ensure plans stay current with changing laws, family circumstances, and financial situations, with updates as needed.
What is included in business succession planning?
Business succession planning addresses ownership transitions through buy-sell agreements, leadership development strategies, and tax-efficient transfer mechanisms to ensure continued operation after the current owners exit.
Do you offer online document management?
Yes, we provide secure online document storage and management systems while maintaining traditional paper record options for clients who prefer physical copies of their legal documents.
