Summary

Curt represents ultra-high-net-worth individuals, families, and family offices.

Curt partners with clients and their advisors to offer comprehensive legal counsel and strategic planning on all aspects of estate planning, business-succession planning, wealth-transfer planning, family office structuring and administration, estate and trust administration, U.S. federal transfer-tax planning, and U.S. federal gift and estate tax audits.

 

Awards

  • Best Lawyers in America, “Ones to Watch,” Denver, Tax Law (2021 – 2025)

  • Best Lawyers in America, Trusts and Estates (2021 – 2025)

  • Chambers, Up-and-Coming, Colorado, Private Wealth Law, (2024)

All Service Areas

Education

  • University of Iowa College of Law (2014)

    J.D., with distinction, Articles Editor, Iowa Law Review

  • Creighton University (2010)

    B.A., summa cum laude

Admissions

  • State - Colorado

Notable Matters

  • Assisted principal of real estate development fund to establish and transfer wealth to dynastic trusts for the benefit of children and grandchildren.
  • Assisted owner of manufacturing business inrestructuring the firm’s entity organization to facilitate transfer-tax planning, wealth-transfer planning, and business-succession strategies.
  • Acted as lead counsel to family office in restructuring and tax planning transactions related to diversification of over $150 million portfolio.
  • Counseled client on transfer of interest in closely held business to donor-advised fund to accomplish charitable goals and generate income tax savings.
  • Advised personal representative in negotiating settlement agreement with over 30 beneficiaries related to the distribution of decedent’s residuary estate.
  • Regularly advises personal representatives in administration of complex estates and filing related estate tax returns.

Speeches and Publications

  • “Income Taxation of Trusts,” Colorado Bar Association’s 43rd Annual Estate Planning Retreat, June 10, 2023.