Private Client 
    • Estate and Tax Planning
    • Privately Held Businesses
    • Federal and State Income Tax
Tax

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303-861-2828 xt. 2514

Education

Juris Doctor, with highest distinction, University of Iowa College of Law, 2008
    Order of the Coif
    Member, Iowa Law Review

Bachelor of Arts, Philosophy and History, magna cum laude, Brigham Young University, 2004
Phi Kappa Phi

Professional Activities

Admitted to Utah Bar, 2014
Member, Utah Bar Association
Admitted Colorado, 2008
Member, American Bar Association
Member, Colorado Bar Association
Member, Denver Bar Association
Member, Rocky Mountain Estate Planning Council
Member, Professional Advisors Council, Rose Community Foundation

Representative Matters

Advises individuals and families regarding the creation, structure, and operation of wealth transfer vehicles, including trusts, family-owned and closely-held business entities (LLCs, LLLPs, etc.), family offices, and charitable entities (including private foundations, private operating foundation, donor-advised funds, etc.).

Advises individuals and families regarding the structure of gifts, sales, and other advanced planning techniques (e.g., GRATs, CLATs/CRUTs, sales to grantor trusts, QPRTs, net gifts, leveraged transfers, etc.) that minimize gift, estate, generation-skipping transfer (GST), and income taxes.

Advises individuals and families with respect to family business succession planning across generations, including the implementation of buy/sell agreements, the use of insurance, and minimizing the tax impact of ownership succession.

Advise regarding the administration of decedents’ estates (including probate matters, asset transfers, and post-mortem estate planning (including disclaimers) for the surviving spouse and living descendants).

Advises Trustees regarding their fiduciary rights, duties, and responsibilities when administering trusts.

Advises individuals on pre- and post-nuptial agreements.

Represents clients in trust and estate disputes and litigation. Represents clients before the IRS with respect to gift, estate, and income tax audits, appeals, and litigation.

Publications and Presentations

Co-Author with Gregory T. Densen and Jessica L. Broderick, Decanting in Colorado:  Nothing to Wine About, CBA Trust and Estate Member Newsletter – June 15, 2009.

Author, Material Participation of Trusts, CBA Trust and Estate Member Newsletter - June 15, 2015.

Community Involvement

Member, Professional Advisory Board, Rose Community Foundation, 2013 - Present