Dylan is a member of the Estate Planning and Tax Practice in the firm’s Denver office. He helps individuals and families with their private wealth planning. Dylan focuses on designing plans to minimize both tax ramifications and family conflict. Dylan assists clients in identifying their family values and goals and developing a strategy to honor these values and goals while protecting their wealth for future generations.
Dylan’s clients include high net-worth individuals, corporate executives, closely held business owners and professionals often working in the medical field. In working with his clients, Dylan advises on tax-advantaged entity structures including family limited partnerships and limited liability companies, complex trusts, trusts structured to hold inherited qualified plans such as IRAs and 401K, split interest trusts, grantor trusts, and life insurance trusts. Dylan also advises clients on a myriad of business planning issues including choice of entity selection, maintenance and business succession planning.
In addition, Dylan regularly represents fiduciaries, heirs and beneficiaries in the resolution of estate and trust-related disputes.
"The Durable Power of Attorney: Defining the Agent's Duties," 41 Co. Law 5, Editor
Dylan frequently presents on wealth planning strategies to trust companies, financial advisors, accountants and other attorneys. His presentations include:
"Alpha through Omega of Family Philanthropy," Ryley Carlock & Applewhite and Whittier Trust, November 2016
"Directed Trusts: Charles in Charge...But so is Buddy, Jaimie and Trust Company," Colorado Bar Association, January 2016
"Use it or Risk Losing it: Portability and Remarriage," Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, December 2015
"Family Business Succession Strategies," New York Life Educational Program, March 2015
"Advanced Estate Planning Strategies for Business Owners," New York Life Educational Program, January 2015
"Irrevocable Life Insurance Trusts and Discount Planning with Trusts," Foxmoor Continuing Education, December 2014
"Estate Planning 101," Denver Financial Planners Association, June 2014
"Charitable Gift Planning: Asking the Philanthropic Question," National Advisor's Trust Company Shareholder's Conference, May 2014
"The Use of Directed and Delegated Trusts: Understanding Fiduciary Responsibilities and Keeping Financial Advisors in the Mix," Bank of Oklahoma Financial RIA Trust Education Program, April 2014
"Exculpatory Clauses Revisited," Colorado Bar Association Estate Planning Retreat, June 2013
"The Financial Durable Power of Attorney: Defining the Agent's Duties," Colorado Bar Association Elder Law Retreat, August 2012
- Dylan is an active member of the Trust and Estate Section of the Colorado Bar Association and served on the committee that drafted C.R.S. § 15-16-801 et seq.– Colorado’s Directed Trust Statute.
- Colorado Bar Association
- Denver Bar Association
- Arapahoe County Bar Association
Dylan has been named to Colorado Super Lawyers Rising Stars list since 2014. In 2012, he was a finalist for the American Bar Association’s Taxation Section Student Law Tax Challenge.