Member

Areas of Emphasis

Wealth Transfer and Tax Planning

Trust and Estate Controversies

Representative Matters

Advises surviving spouses and children in the administration of estates, including tax matters, distribution of assets to family members, and financial planning.

Designs plans to transition wealth to future generations while minimizing the impact of gift, estate and generation-skipping transfer taxes.

Provides advice to personal representatives and trustees in several estates exceeding $100,000,000.

Advises business owners and professionals on tax and estate planning strategies, including family gifting, charitable giving techniques and business succession planning.

Serves as counsel on litigation matters relating to the division of trust assets among disputing beneficiaries and modifying provisions of a trust to carry out the intentions of a family.

Professional Activities

Admitted Colorado, 1987

Member, Trusts, Estates and Taxation Law Sections, Colorado Bar Association

Member, Denver Bar Association

Member, American Bar Association

Education

Juris Doctor, University of Denver Sturm College of Law, 1987

Order of Coif

Tax Law Journal

Bachelor of Arts, University of Colorado, 1968.