• Our Team
  • Tax well solved

At a young age, Scott’s grandfather told him, “There are three parts to life: you’re born, you pay taxes, then you die.” Upon adulthood, optimism got the best of this ingrained idea, as Scott ultimately helps clients minimize taxes through advising on cross border estate planning. His forte? Extensive knowledge of the complex US transfer tax regime, including estate, gift and generation-skipping transfer tax (his grandfather would be proud). With an “actions speak louder than words” mentality, Scott’s experience guides clients closer to meeting their wealth transfer and preservation goals. Through his love of family, the outdoors, and his career, Scott has discovered there is much more to life than paying taxes.

 

  • Qualifications

    • Bar Admissions:
      United States District Court, District of Colorado, 2010
      Colorado State Bar, 2005
      United States Tax Court, 2003
      United States District Court, District of Wyoming, 2003
      Wyoming State Bar, 2003
    • University of Denver, Sturm College of Law, LL.M (Tax), 2009
    • University of Wyoming, College of Business, MBA, 2003
    • University of Wyoming, College of Law, JD, 2002
    • Southern Utah University, BS in Accounting, magna cum laude, 1998
  • Professional affiliations

    • Member – Society of Trust and Estate Practitioners – US
    • Member – American Bar Association, Taxation Section, Real Property, Trust and Estate Law Section
    • Member – Wyoming Bar Association, Trust & Estate Section
    • Member – Colorado Bar Association, Taxation Law Section, Trust & Estate Section
    • Member – Boulder Estate Planning Council
  • Recognition

    • Recipient – Rising Star, Super Lawyers, 2013
    • Recipient – AV® Preeminent™, Martindale-Hubbell, since 2013
  • Speaking engagements and presentations

    • Presenter – “Wyoming’s Emergence as a Leading Trust Situs Jurisdiction”, First Western Trust Bank, Webinar, July 10, 2012
    • Presenter – “Trust Situs Planning: Opportunities and Considerations”, 32nd Annual Estate Planning Retreat, Trust & Estate Section, Colorado Bar Association, Breckenridge, Colorado, June 8-9, 2012
    • Presenter – “Giving After You're Gone: A Primer on Estate Planning & Giving”, Panel Member, 65th Annual Conference on World Affairs, University of Colorado Boulder, Boulder, Colorado, April 10, 2012
    • Presenter – “Effective vs. Defective Asset Protection Tools”, National Business Institute, Continuing Legal Education Seminar, October 12, 2010
    • Presenter – “Combining Leverage Opportunities and Family Business Succession Planning”, CLE Presentation, Privately Held Business Subsection, Business Law Section, Colorado Bar Association, April 23, 2009
    • Presenter – “Stimulus, Stabilization, Recovery and Reinvestment: What the recent tax law changes mean to you”, Thrivent Financial for Lutherans, Longmont, Colorado, April 9, 2009
    • Presenter – “Estate Planning with Qualified Retirement Plan Assets”, Luncheon Presentation, Boulder County Chapter of the Colorado Society of Certified Public Accountants, June 2006
    • Presenter – “Wyoming Estate Planning Basics”, F.E. Warren Air Force Base, September 23, 2003
  • Publications

    • Author – “Choice of Entity: The Versatile Limited Liability Company”, Council Notes, Trust & Estate Section, Colorado Bar Association, Spring 2012
  • Community involvement

    • Scoutmaster – Boy Scouts of America, Troop 360, Mountain View District, Longs Peak Council, September 2010 – August 2012
    • Legal Committee Member – The Community Foundation Serving Boulder County, Boulder, Colorado, January 2006 – July 2012