Jessica L. Broderick

Jessica represents individuals and families in the development of their estate plans and provides advice with respect to associated business, marital, and charitable planning. She also represents individual and corporate fiduciaries and beneficiaries regarding estate, trust, as well as conservatorship and guardianship administration; she also assists her clients in litigation regarding such matters. Jessica currently serves as the firm’s practice group leader for the Trusts & Estates, Tax, and Employee Benefits Groups.

• Assists individuals and families implement wealth transfer strategies that combine personal and familial goals and tax savings.
• Provides counsel to families and corporate fiduciaries relating to the administration of estates, conservatorships, and guardianships.
• Provides advice to and assists trustees and beneficiaries with regard to trust administration, reformation, and litigation.
• Represents clients in the preparation and negotiation of premarital and postnuptial agreements.
• Acts as an expert consultant and witness in Colorado marital dissolution cases involving trusts.

Presentations

• “Dynamic Trusts: The Future is Now,” Colorado Bar Association, Continuing Legal Education, March 2021
• “Trusts and Divorce – What to Do, What to Disclose, and Income Issues,” Colorado Bar Association, Family Law Fall Update, November 2020
• “Colorado Uniform Trust Decanting Act: A Tool in Trust Administration,” Estate Planning Council of Colorado Springs, January 2020
• “Decanting: Issues to Raise with Clients During Estate Planning,” Colorado Bar Association, Trust and Estate Fall Update, November 2018
• “The Alphabet Soup of Trusts,” 2017 Annual Advanced Family Law Conference, December 2017
• “The Colorado Uniform Trust Decanting Act: A Tool in Trust Administration,” Boulder County Estate Planning Council, September 2017
• “Premarital Agreements as a Tool to Protect Family Wealth,” Colorado Bar Association, Family Law Section, April 2017
• “Decanting: What It Is and What It Does and Decanting in the Real World,” Colorado Bar Association, Trust and Estate Fall Update, December 2016
• “Tools for Flexibility in Trust Administration,” Centennial Estate Planning Council, October 2016
• “Trusts: Today and Tomorrow,” Colorado Bar Association, CLE in Colorado, Inc., March 2015
• “Estate Planning CPE Course,” Colorado Society of CPAs, 2011

Publications

• “Decanting in Colorado: Nothing to Wine About,” Colorado Bar Association Trust and Estate Member Newsletter, June 2009
• “Modifying Irrevocable Trusts under the New Colorado Uniform Trust Decanting Act,” Colorado Lawyer, vol. 45, issue 11.
• “Chapter 23, “Powers of Appointment,” Colorado Estate Planning Handbook (the “Orange Book Handbook”), 7th ed.; Co-Author with Gregory T. Densen, 6^th ed.
• “Reverse 404(B) Evidence: Exploring Standards When Defendants Want to Introduce Other Bad Acts of Third Parties,” University of Colorado Law Review, vol. 79, issue 2.