Robert B. Keyser II, LLC

On "Lawyers Near Me," our mission is to connect local users with highly skilled professionals who can address their specific legal and financial needs. Today, we introduce Robert B. Keyser II, LLC, a boutique firm in Colorado Springs, CO, specializing in sophisticated estate, tax, and business planning. Located conveniently in the First Bank Building at 2 N Cascade Ave #1450, Colorado Springs, CO 80903, USA, the firm can be reached by phone at (719) 358-6505 or via mobile at +1 719-358-6505.

Robert B. Keyser II, LLC, is founded and led by Robert B. Keyser II, an attorney with a distinguished academic and professional background that significantly benefits his clients. Mr. Keyser holds a B.S. in Accounting from the University of Colorado (1990), a J.D. from the University of Denver College of Law (1995), and an LL.M. from the University of Denver College of Law (1999). This robust combination of legal and accounting expertise positions him uniquely to provide comprehensive and insightful advice, particularly in areas where these disciplines intersect, such as estate and tax planning. He has been admitted to practice law in Colorado since 2005 and in Texas since 2015, and has been an honorary professor at the University of Colorado–Colorado Springs since 2005, teaching accounting and business law to both undergraduate and graduate students.

The environment at Robert B. Keyser II, LLC, as reflected in client testimonials, is characterized by professionalism, attentiveness, and a personalized approach. Clients consistently praise Mr. Keyser's ability to listen, his candor, fairness, and thoughtfulness. The office, situated in a prominent building, suggests a professional and established setting conducive to discussing sensitive financial and personal matters. The emphasis is on building strong client relationships, understanding individual needs, and providing clear, effective guidance. This client-centric ethos ensures that individuals and families feel confident and at peace throughout the complex planning processes. The firm aims to make intricate legal and financial concepts accessible, fostering an environment where clients can make informed decisions about their future and their legacy.

While the initial user query mentioned "accounting," the provided information and public search results clearly indicate that Robert B. Keyser II, LLC, is a law firm, not an accounting firm, specializing in areas that leverage Mr. Keyser's accounting background. Their primary services revolve around advanced planning, including:

• Estate Planning: This is a cornerstone of the firm's practice. They assist individuals and families in preparing for the transfer of their assets and the care of their loved ones in the event of death or incapacity. This includes drafting essential documents such as:
  • Last Will and Testaments: Ensuring wishes for asset distribution are clearly defined.
  • Trusts: Including complex trusts like qualified personal residence trusts, family limited partnerships, life insurance trusts, generation-skipping trusts, charitable trusts, private foundations, grantor retained annuity trusts (GRATs), and intentionally defective grantor trusts (IDGTs), designed for various wealth transfer and tax mitigation strategies.
  • Powers of Attorney: Establishing legal authority for financial and healthcare decisions.
  The firm specializes in tailoring estate plans to individual needs, from simple wills to complex plans for high-net-worth individuals, focusing on protecting families and assets.
• Tax Planning: Leveraging Mr. Keyser's accounting expertise and LL.M. in taxation, the firm provides counsel on income, estate, and gift tax planning. This is crucial for minimizing tax burdens and ensuring efficient wealth transfer across generations. This includes understanding the tax implications of various trusts and estate administration.
• Business Planning: Robert B. Keyser II, LLC, advises on various business transactional matters. This includes:
  • Preparation of agreements for stock redemption.
  • Mergers and acquisitions.
  • Employment agreements.
  • Stock buy-sell agreements.
  • Partnership and Limited Liability Company (LLC) arrangements.
  • Non-qualified plans.
  This service helps businesses establish solid legal foundations and plan for future growth, succession, and asset protection.
• Probate and Trust Administration: While the reviews focus on planning, it's highly probable that a firm specializing in estate planning also assists with the administration of estates and trusts after a loved one's passing, guiding families through the legal processes involved in asset distribution and fulfilling the decedent's wishes.

The features that make Robert B. Keyser II, LLC, a highly recommended firm, particularly for local users on "Lawyers Near Me," are evident from client feedback and Mr. Keyser's professional profile:

• Dual Expertise (Legal & Accounting): Mr. Keyser's unique background as both an attorney and a licensed accountant, combined with his LL.M. in taxation, provides an unparalleled depth of understanding in tax-efficient estate and business planning. This allows for a holistic approach that considers both legal compliance and financial optimization.
• Exceptional Listening Skills: Clients consistently highlight Mr. Keyser's ability to be a "wonderful listener." This ensures that he fully understands clients' concerns, objectives, and family dynamics, leading to truly personalized and effective solutions.
• Professionalism and Expertise: He is described as "extremely professional" and an "expert on this topic" (estate planning). His candor, fairness, and thoughtfulness throughout the process instill confidence and peace of mind in his clients.
• Tailored Solutions: Robert B. Keyser II, LLC, avoids boilerplate solutions. Instead, they "challenge assumptions by asking probing questions" to ensure the drafted documents truly meet the unique needs and anticipated future requirements of each family and business.
• Efficiency and Smooth Process: Clients report the "entire process was smooth and efficient," indicating a well-organized and streamlined approach to complex legal matters.
• Peace of Mind: The ultimate outcome for clients is "absolute peace of mind," knowing that their legal documents are prepared, comprehensive, and ready for their family when needed.
• Referrals from Peers: Robert B. Keyser II, LLC receives many referrals not only from satisfied clients but also from other professionals such as accountants, financial advisors, and insurance companies, signifying a high level of trust and respect within the professional community.

Promotional information for Robert B. Keyser II, LLC, emphasizes their specialized services in estate, tax, and business planning for individuals, families, and businesses, particularly high-net-worth clients. They highlight Mr. Keyser's extensive experience (over 20 years in law) and his unique educational background, positioning him as an authoritative figure in his practice areas. The firm's presence on platforms like "Lawyers Near Me" would likely stress their commitment to providing tailored, effective, and creative legal solutions. They would showcase testimonials that speak to the firm's professionalism, clear communication, and the peace of mind they deliver. Their involvement in the community, including supporting charitable, civic, and religious organizations, as well as Mr. Keyser's role as a professor, further underscores their commitment to Colorado Springs and builds trust. The firm's online presence would likely invite potential clients to schedule appointments for discussions on their business or estate planning needs, emphasizing a detailed, thorough, and client-focused approach to every legal matter from start to finish.