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Trail Ridge CEO Jeffrey Kadavy Featured in Colorado Lawyer


Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act

by Jeffrey B. Kadavy and Dylan H. Metzner



This article explains directed trusts and how they operate under the Colorado Uniform Directed Trust Act. It includes tips for drafting directed trusts and advising fiduciaries.

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Trail Ridge Wealth Management, Inc., offers wealth management services through two subsidiary companies: Trail Ridge Investment Advisors, LLC (“TRIA”), an SEC registered investment adviser, provides financial planning and investment management services, and Trail Ridge Trust Company, LLC, which operates under a trust company charter granted by the Wyoming Division of Banking, provides trust, estate, and other fiduciary services. TRIA may only conduct business with residents of the states and jurisdictions in which it is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site may be available in every state or through every advisor listed.