About Gerard
Gerard Deffenbaugh advises clients on the intersection of trust law and taxation in Colorado. He speaks plainly about complex rules. He also helps clients plan for transfers of wealth and handle disputes that arise after a death or a transfer.
After completing his legal education, Deffenbaugh began practicing in Colorado. He built his practice around matters that combine probate procedure and tax rules. Over time he developed a methodical approach to issues that often involve both fiduciary duties and tax consequences.
Deffenbaugh has maintained current memberships in professional legal associations. Those memberships keep him connected to debates in estate and tax law and to colleagues who handle complementary areas, such as business succession and real property. He uses those connections to stay current on statutory and regulatory changes that affect client planning and estate administration.
His work typically involves drafting and reviewing trust documents, advising trustees, and structuring transfers to manage state and federal tax exposure. He also assists executors and personal representatives during probate and in the administration phase. When disputes arise, he counsels clients on resolution options and the practical steps needed to comply with deadlines and reporting obligations.
Clients who engage Deffenbaugh range from private individuals arranging estates to trustees and small businesses seeking clarity on tax treatment. He is comfortable explaining technical points in straightforward language. That style helps clients make informed choices about gift strategies, trust terms, and potential tax elections.
He practices at Colorado Trusts and Taxes. There he provides counsel on estate planning documents, trust administration, and tax matters that affect transfers and ongoing fiduciary duties. He works from Colorado and practices under the jurisdiction of the state. His current practice focuses on trusts and tax matters in Colorado.
