About Us
Carl G. Stevens
Phone: (303) 238-3974
Email:
Carl Stevens has more than 30 years of experience as an attorney and practices primarily in the areas of estate planning, business succession planning, elder law
and trust administration. He has represented individuals, family owned businesses and large corporations. Carl frequently speaks and teaches on estate planning topics both to the public and
also for training other attorneys and financial and insurance professionals. He is a member of several trusts and estates committees of the American and Colorado Bar Association. As an active
member of the Statutory Revisions Committee of the Trust and Estate Section of the Colorado Bar Association he participates with others in drafting new laws and has testified before
legislative committees in regard to trust, probate and tax legislation. Carl Stevens is a member of several other professional organizations such as the National Academy of Elder Law
Attorneys, the Centennial Estate Planning Council and WealthCounsel, a national organization of more than 1,000 estate planning attorneys dedicated to sharing the most up to date planning
solutions. Carl Stevens practices with the firm of Brant, Stevens & Graf LLC, Lakewood Colorado.
Professional Credentials
Bar Admissions:
- Supreme Court of Oklahoma
- Supreme Court of Colorado
- U. S. Tax Court
- U. S. Court of Appeals for the Tenth Judicial Circuit
- U. S. District Court - Oklahoma
- U. S. District Court - Colorado
Education:
- J.D., Doctor of Jurisprudence
University of Oklahoma College of Law, Norman, Oklahoma, 1975
- B.A., Bachelor of Arts
University of Oklahoma, Norman, OK, 1972
Published Works Relating to Trusts and Estates:
- Joint Revocable Trusts, (Co-authored with Bette Heller and Ken Ransford) Colorado Lawyer, Aug., 1997
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Applying the Colorado Trust Company Act to CPAs and Lawyers, (Co-Authored with William F. Graf), Colorado Lawyer, May, 2001
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The Uniform Trust Code: A Divorce Attorney’s Dream, (Co-Authored Mark Merric and Jane Freeman) CCH Journal of Practical Estate Planning, October-November 2004
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The Uniform Trust Code: A Continued Threat to SNTs, Even After Amendment – Part I, (Co-authored with Mark Merric, Douglas Stein, Eric Solem, Wayne Stewart and Mark Osborne) Cross published: CCH Journal of Practical Estate
Planning, May-June 2005 and CCH Journal of Retirement Planning, May-June 2005
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Beneficiary Deeds in Colorado –Part One and Two (Co-Authored with James G. Benjamin), Colorado Lawyer, June and July 2005
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State Income Taxation of Trusts, Trust and Estate Section Council Notes Colorado Bar Association, Winter 2005
- The Uniform Trust Code: A Continued Threat to Special Needs Trusts – Part II, (Co-authored) CCH Journal of Practical Estate Planning, December 2005-January 2006
Sample of Classes/Seminars Taught for Professionals:
- Estate Planning with Community Property and Joint Revocable Trusts. CLE in Colorado, Inc.
- Elder Law Issues that Impact Estate and Charitable Planning, Colorado Planned Giving Roundtable
- Family Limited Partnerships in Colorado, National Business Institute
- Basic Documents in Estate Planning for the Elderly and Disabled: Everything You Want to Know About Elder Law Without Going to Law School, Institute for Advanced Legal Studies,
University of Denver College of Law
- Trusts and the Senior Tax Exemption, Colorado Assessors Association
- Sophisticated Estate Planning Strategies for the Advanced Practitioner in Colorado, National Business Institute
- Applying the Colorado Trust Company Act to CPAs and Lawyers, El Paso County Bar Association
- Successful Wealth Transfer Techniques, National Business Institute
- How to Review an Estate Plan for the New Millennium, Southeast Estate Planning Council
- The Uniform Trust Code in Colorado, Wealth Counsel Forum
- Beneficiary Deeds in Colorado, Real Estate and Income Tax Perspectives, Colorado Bar Association Tax Section and Trust and Estate Section Luncheon
- Legislative Update 2006, A Review of New Trust and Estate Legislation, Centennial Estate Planning Council, July 13, 2006
- Third Party Discretionary Trusts in Colorado and Medicaid, Elder Law Section of the Colorado Bar Association, May 17, 2007
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