Tax Planning

Tax and Advanced Estate Planning

We work diligently with our clients who exceed the taxable estate threshold to ensure that their estate plans are as tax efficient as possible. We stay apprised of the latest changes in tax law to advise our clients on the best strategies to minimize their tax exposure and maximize their savings. This includes utilizing our expertise in generation-skipping transfer tax and marital deduction planning. Our team has experience drafting a variety of irrevocable trusts, such as spousal lifetime access trusts, qualified personal residence trusts, grantor trusts, non-grantor trusts, charitable lead trusts, charitable remainder trusts, etc. Our practice also includes trust modifications, sales and loans to individuals and trusts, decanting, non-judicial settlements, and tax preparation (Forms 706 Estate Tax Return and 709 Gift Tax Return). We advise on lifetime gifts, business succession
planning, and charitable giving to ensure that clients are in the best position from both a personal and tax perspective to transfer and preserve their wealth. See our Charitable Planning page to read more about how we might be able to assist in that space as well.

 Tax Preparation

Our team has the unique ability to not only assist with estate planning, but also some of the most important tax returns that those in the taxable estate space often need during life and at death. This includes Forms 706 (Estate Tax Return) and 709 (Gift Tax Return). These tax returns are often complex, and our estate planning knowledge allows us to ensure that these tax returns are properly completed.

Denver’s Trusted Tax Attorneys

There are a variety of reasons why you might need a tax attorney you can completely trust with your financial situation. Our team is experienced with advising and implementing estate planning strategies for both short and long term financial health

Our Tax Planning Attorneys

Primary Contact

W. Douglas Hoak

Illumine Legal LLC proudly provides services to those in need. We also take pride in helping our community.

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Special Discounts

Illumine Legal LLC is pleased to offer a ten percent (10%) discount to the following community members:

  • Pastors, to include retired and active members of full-time ministerial service of all faith backgrounds.
  • Veterans, to include retired and active veterans from any branch of military service.
  • Police officers and fire fighters, to include retired and active members of a career of service.
  • Single parents, to include any parent supporting minor children without the aid of a spouse or partner.

Community Development

Illumine Legal LLC proudly supports and endorses CrossPurpose ( in its efforts to end poverty in the Denver Metro region through emotional development and technical skills training, offered to those in poverty seeking a hand up. Please contact Illumine Legal or CrossPurpose directly to learn more about this worthy organization and how to support it.



The Skilled Legal Representation You Need in Colorado, Utah, Wyoming, and New York

Taking on the legal system without adequate counsel can be intimidating. Fortunately, Illumine Legal LLC ensures that Colorado, Utah, Wyoming, and New York clients have the legal consultation services they need to navigate complex legal issues and processes.  From protecting your wealth and assets to navigating an estate administration or creating a limited liability company, we have an incredible legal team ready to find the right resolution for you.  Contact us today for more information about specific legal services or to learn how we can assist you with your legal issue.