Bridget K. Sullivan

Bridget uses her more than three decades of experience in trusts and estates law to help her ultra-high-net-worth clients on all aspects of estate and family wealth planning, including sophisticated wealth transfer strategies and integration of those strategies with personal, business, and tax goals. She designs estate plans to transfer wealth to client’s children, grandchildren, and charitable beneficiaries in ways that minimize gift, estate, and generation-skipping transfer taxes. Bridget also advises clients in the matters of estate administration and trust administration and handles trust and estate litigation matters.

Approachable and a good listener who talks through complex issues in a meaningful way for her clients, Bridget advises business owners, entrepreneurs, and professionals on tax and estate planning strategies, including family gifting strategies, charitable giving techniques, tax planning, and business succession planning.

• Represents numerous clients and family offices on all aspects of estate and family wealth planning, including sophisticated wealth transfer strategies and integration of those strategies with personal, business and tax goals.
• Advises business owners, family offices, entrepreneurs, and professionals on tax and estate planning strategies, including family gifting strategies, charitable giving techniques and business succession planning.
• Designs estate plans to transfer wealth to client’s children and grandchildren in ways which minimize gift, estate, and generation-skipping transfer taxes.
• Advises clients in the matters of estate administration, trust administration, and handles trust and estate litigation matters.
• Has prepared hundreds of prenuptial agreements and post-marital agreements.
• Acts as expert consultant and expert witness regarding trust interests in Colorado divorce cases.

Presentations

• “Estate Planning and Marital Agreements,” Colorado Bar Association Continuing Legal Education, April 2021.
• “Trust Interests in Colorado Divorce – Legal Issues Related to Valuation,” Front Range Business Valuation Group, April 2019
• “Marital Agreements and Estate Planning: Focusing on Estate Planning Issues and Trusts in Divorce or at Death,” Denver Estate Planning Council, February 2017
• “Premarital Agreements,” Colorado Bar Association CLE, February 2017
• “Business Succession Planning – An Estate Planner’s Perspective,” Centennial Estate Planning Council, February 2017
• Panelist, “Charitable Planning Trends, Issues and Client Decisions from the Planner’s Perspective,” University of Colorado and University of Denver Charitable Planning Summit, May2016
• “Premarital and Marital Agreements,” Colorado Bar Association Family Law Institute, August 2015
• “Estate Planning for Second Marriages and Blended Families,”
  Strafford Publications CLE National Webinars, May 2015
• “Planning for Portability,” Denver Foundation Professional Advisor Series CLE, March 2015
• “Estate Planning Issues in Pre‑Nuptial and Post-Nuptial Agreements,” WebCredenza Professional Education Broadcast Network National CLE Seminar, January 2015
• “How to Address Property and Marital Agreements From Other States,” Colorado Bar Association Annual Advanced Family Law Institute CLE, December 2013
• “Estate Planning and Pre-Nuptial and Post-Nuptial Agreements,”
  WebCredenza Professional Education Broadcast Network National CLE Seminar, March 2013
• “Estate Planning for Second Marriages and Blended Families: Maximizing Tax Benefits, Incorporating Pre- and Postnuptial Agreements, and Meeting Obligations to Children and Spouses,”
  Strafford Publications CLE National Webinars, November 2012
• “Enemy of the Estate: 2012 Estate Tax Planning OpportunitiesCoBiz Financial “Biz and Breakfast” seminar, February2012
• “Estate Planning for Second Marriages and Blended Families,”
  Strafford Publications CLE National Webinars, October 2011
• “Estate Planning for Second Marriages and Blended Families,”
  Strafford Publications CLE National Webinars, August 2011
• “Tax Planning for Divorce,” WebCredenza, Professional Education Broadcast Network National CLE Seminar, July 2011
• “Estate Planning for Pre-Nuptial and Post-Nuptial Agreements,”
  WebCredenza, Professional Education Broadcast Network National CLE Seminar, July2011
• “Estate Planning for Pre-Nuptial and Post-Nuptial Agreements,”
  WebCredenza, Professional Education Broadcast Network National CLE Seminar, March 2011
• “Prenuptial Agreements and Estate Planning,” Denver Estate Planning Council, March 2011