The McKenzie Law Firm, LLC

The McKenzie Law Firm, LLC

The McKenzie Law Firm specializes in estate planning, estate administration, and small business counsel. Our office is located in the Denver Tech Center, near Belleview and I-25.

Firm Overview

Main Office
The McKenzie Firm
5460 South Quebec St
#330
Greenwood Village  CO  80111
Phone
  • (303) 578-2745
Fax
  • (303) 578-2745
Websites

Fees

Free Initial Consultation?
Yes
Services Offered For Fixed Fees?
Estate Planning
Business Formation
Hourly Rates
260

Office Information

Office Hours
8:30 am - 5:30 pm
Emergency After Hours
Yes
Estate Planning
Dan McKenzie is a Colorado estate planning lawyer who can advise you on how to accomplish your goals while minimizing taxes, fees, and administrative burdens associated with estate administration.
Every adult should have an estate plan, especially those who have family relying on them or who have enough assets that a probate would be required (more on that below). While contemplating your mortality is never pleasant, easing the transition of your property and providing for the handling of your affairs by a trusted person or entity can give you peace of mind. It can also save you and your family considerable time, hassle, and money that would otherwise get spent on taxes, court costs, and legal fees. Assistance from an estate planning lawyer is essential if you wish to have an estate plan that is properly tailored to your situation.

The McKenzie Law Firm has a Colorado estate planning lawyer for your needs. Along with helping you set up appropriate trusts and drafting a will for you, our team can further advise you on:

Long term healthcare planning
Appointing your agent with a medical power of attorney
Durable power of attorney for financial matters
Coordinating your life insurance and retirement savings with your will and trusts
Conservatorships and guardianships
Asset protection measures, such as by setting up a limited liability company or domestic asset protection trust
Advice on gifting If your estate exceeds the estate tax exemption threshold
Naming a charity as beneficiary
"Pay on Death," or POD, accounts
Business succession advice

What distinguishes your law firm from others?

Our mission is to develop lifelong relationships with our clients centered around supporting their efforts to reach their financial goals, protect the results of their hard work, and develop a legacy they will be proud to pass on to future generations. We accomplish this by:

* Maintaining close and regular communication with our clients to ensure that we understand their circumstances, needs, goals, and anxieties.
* Implementing office management systems and technologies that enable us to deliver solutions to our clients in the most efficient and cost-effective manner possible.
* Staying abreast of developments in all areas of law that bear upon estate planning, estate administration, asset protection, and business development to ensure our clients' plans will work as intended.
* Developing relationships with trustworthy financial advisors, accountants, and insurance professionals who can reliably assist us with putting plans in place for our clients that identify and mitigate, to the full extent possible, all their financial risks and challenges.
* Building a team of professionals who are highly competent, enjoy their work, and who take successfully addressing our clients' needs personally.
* Continuing to be available as a trusted resource for our clients after we have completed their plans for them.

Daniel McKenzie

Dan McKenzie opened the McKenzie Law Firm, LLC in 2013, following 10 years of work as a trial lawyer. As a trial lawyer, Dan helped consumers who had been defrauded by unfair business practices or who had been physically injured by poorly designed and inadequately tested products. Since opening his own office, Dan's goal has been to help clients identify and mitigate their risks to the full extent possible, with the goal of avoiding expensive and time-consuming litigation.

Dan is a Colorado native and is happy to now be raising four kids of his own here. As a parent, he makes it a point of special emphasis to help other parents of dependent children appreciate the need to have a proper estate plan in place.
License
  • Bar Number: 39288
    Colorado , 2007
  • Bar Number: 6280595
    Illinois , 2003
Education
  • Northwestern Law School
    Juris Doctorate , 2003
  • University of Michigan
    BA , 1997
    Bachelor of Arts in Sociology, awarded with High Honors

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