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Legal Knowledge
5.0/5.0
Legal Analysis
5.0/5.0
Communication Skills
5.0/5.0
Ethics and Professionalism
5.0/5.0
Bennett Braverman
September 4, 2019
Rating:
10
I must disclose that I have already given Diedre my highest endorsement - I married her. But marriage aside, Diedre is among the most talented estate planning attorneys in the country. Diedre's national reputation is only surpassed by the level of care that she provides to her clients. She chose to practice estate planning and special needs planning law for personal reasons, and I believe that drives her passion for her work.
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Biography
I am an experienced Estate Planning, Elder Care, Probate and Special Needs Planning attorney. I offer comprehensive representation to individuals, couples and families throughout the Boulder area.
A Certified Specialist in Estate Planning, Trust, and Probate Law, I have also been recognized among the nation’s Leading Estate Planning Attorneys. I am dedicated to providing personalized counsel and powerful execution to meet your legal goals and objectives. You can be confident that I will address your specific situation, concerns and goals as you take control of your future.
Contact me for a free, no obligation consultation. Action expresses priorities, it's time to plan your estate.
Practice Areas
- Elder Law
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
Additional Practice Areas
- Public Benefits
- Special Needs Planning
Video Conferencing
- FaceTime
- Skype
- Zoom
Fees
- Free Consultation
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Credit Cards Accepted
Visa, Mastercard, American Express, Discover -
Contingent Fees
For a very few select cases. -
Rates, Retainers and Additional Information
Fixed Fees offered for most uncontested and planning matters. Hourly billing applies to contested matters.
Jurisdictions Admitted to Practice
- California
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- Colorado
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- U.S. Supreme Court
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Languages
- English
Professional Experience
- Attorney & Counselor at Law
- Braverman Law Group, LLC
- - Current
- Co-Founder
- Academy of Special Needs Planners LLC
- -
- Principal Attorney
- Wachbrit Braverman PC
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- Teaching Fellow
- The Southern California Institute
- -
- Senior Associate
- McKinsey & Company
- -
Education
- Stanford University
- J.D. (1997)
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- University of California - Irvine
- B.A. (1994)
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Awards
- Best Small Companies
- Working Mother Magazine
- Rising Star
- Super Lawyers
Professional Associations
- National Academy of Elder Law Attorneys
- Member
- Current
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- Wealth Counsel
- Member
- Current
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- San Fernando Valley Bar Association
- Member
- Current
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- Ventura Bar Association
- Member
- Current
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- Boulder Bar Association
- Member
- Current
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- The Conejo Valley Estate Planning Council
- Member
- - Current
- Activities: The mission of the Conejo Valley Estate Planning Council is to pro ote the highest quality estate planning services by developing and improving the capabilities of Council members, fostering cooperation among its professional disciplines, and familiarizing the public with estate planning matters. Http://www.cvepc.org
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- Provisors, Ventura Group
- Member
- - Current
- Activities: Provisors is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. Membership is limited to highly respected professionals whose standards of performance and quality of services are constantly monitored by their fellow members. Check out the Code of Ethics at http://www.provisors.com/about/code_of_ethics.asp?from=nav You can visit Ms. Braverman's profile at http://www.provisors.com/members/memberDetail.asp/id/7149
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- The Academy of Special Needs Planners
- Founder
- - Current
- Activities: The Academy is the largest organization in the country dedicated to providing tools, education and collaboration to attorneys who focus on special needs planning. Our educational consumer site is at http://www.specialneedsanswers.com. Our site for attorneys is at http://www.specialneedsplanners.com. The Academy holds a 2-day national conference annually attended by attorneys, trustees, and other professionals who support the special needs community.
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- PAUSE 4 Kids
- Director
- - Current
- Activities: PAUSE 4 Kids provides a regular parent support group. We also offer an annual educational program over 4 Saturdays. The Special Education Advocacy Training is taught by fellow Board Member, Rene Folse, Esq. Diedre Braverman, Esq. teaches parents and other professionals about the flexibility and underlying law behi d special needs trusts, the availability of a variety of public benefits for adults with special needs, and the necessity of carefully evaluating whether a conservatorship is appropriate when a child with special needs turns 18.
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Publications
Articles & Publications
- A Family of One
- All the Bunnies: Heartfelt Stories From Those Who've Dealt With The Challenges and Joys of Persons with Special Needs
- Chapter 7: Funding Third-Party SNTs
- Special Needs Trusts: Planning, Drafting & Administration
- Special Needs Trusts
- Estate Planning Strategies: Collective Wisdom, Proven Techniques
- The Pros and Cons of Probate
- Estate Planning Strategies: Collective Wisdom, Proven Techniques
- How Special Needs Trust Can Avoid IRA Pitfalls
- Wall Street Journal
Speaking Engagements
- Best Practices, Annual Wealth Counsel Symposium: Planning for the Generations
- The Key Players in the Special Needs Trust, Attorneys Sharing Knowledge
- Many Types of Trusts, Everything You Need to Know About Trusts
- Trustees, Probate Section Meeting
- The Use of Trust Protectors in Special Needs Planning, Special Needs Planning in the Era of Change
Certifications
- Certified Specialist in Estate Planning, Trust & Probate Law
- State Bar of California Board of Legal Specialization
- Laureate in Wealth Strategies
- The Laureate Center for Wealth Advisors
Legal Answers
4 Questions Answered
- Q. (If we need to do probate at all), would that be CO or AZ probate, since he only stayed at a residence for 2 days in AZ?
- A: He didn’t live in Arizona long enough to become a resident. So his probate must be in Colorado.
But the good news is, if all he owned was a vehicle worth less than $66,000 you can do a Small Estate Affidavit and avoid court.
- Q. Is a Revocable Trust considered abandoned if it hasn't been used in years?
- A: The trust only controls property that it owns or is a beneficiary of. So while your mother’s trust is still valid and in effect, it doesn’t affect anything so you can ignore it.
You may want, however, to register the trust in Colorado just in case some asset turns up.
- Q. If a will leaves houses to 3 people are all three responsible for mortgage payments until will is disbursed?
- A: The mortgage is only due from the person named on the mortgage. However, if they want to avoid foreclosure the beneficiaries would be smart to keep paying the mortgage.
When the property is distributed to them, they will have to either pay it off or get a new mortgage in their names.
Be careful naming multiple beneficiaries for the same real estate unless either it’s income property or you really think all three of them are going to live there together in peace and harmony.
Usually when a house if left to multiple people, they sell it and split the proceeds.
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