$ 350-450 per hour
Taylor M. Dix
About Taylor
Biography
- Advise high net worth (HNW) and ultra high net worth (UHNW) clients regarding the creation, structure, and operation of revocable and multi-generational trusts, family-owned and closely-held business entities, charitable entities (including split-interest charitable trusts, private foundations, private operating foundations, donor-advised funds, etc.), and family office structures.
- Advise HNW and UNHW clients regarding the structure of gifts, sales, and other advanced planning techniques (e.g., GRATs, CLATs/CRUTs, sales to grantor trusts, QPRTs, net gifts, leveraged transfers, etc.) to minimize gift, estate, generation-skipping transfer (GST), and income taxes.
- Advise individuals and entities regarding corporate and partnership taxation matters related to mergers, acquisitions, recapitalization activities, purchases, sales, loans, and related transactions.
- Advise HNW and UNHW clients with respect to family business succession planning, including the implementation of redemption and cross-purchase buy/sell agreements.
- Administer decedents' estates, including probate matters, asset transfers, and post-mortem estate planning (e.g., disclaimers).
- Advise HNW and UNHW international clients regarding cross-border planning and international tax treaties.
- Represent clients in trust and estate litigation.
- Represent clients before the IRS with respect to gift, estate, and income tax audits, appeals, and litigation.
Practice Areas
5
Practice Areas
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
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Chat withLicenses
Licensed in Wyoming for 6 years
State: Wyoming
Acquired: 2020
No misconduct found
Licensed in Utah for 11 years
State: Utah
Acquired: 2014
No misconduct found
Licensed in Colorado for 17 years
State: Colorado
Acquired: 2008
No misconduct found
Location
Lewis Bess Williams & Weese PC
1801 California, Suite 3400, Denver, CO, 80202
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Experience
Honors
2015
Admitted as Partner, Lewis, Bess, Williams & Weese PC
2008
Academic Merit (Top 2% of Class), University of Iowa College of Law
2008
Order of the Coif, University of Iowa College of Law
2004
Magna Cum Laude, Brigham Young Univeristy
Work Experience
2015 - Present
Partner, Lewis, Bess, Williams & Weese PC
2007 - 2015
Partner, Sherman & Howard, LLC
Associations
2014 - Present
Utah State BarMember
2010 - Present
Colorado Bar Association, Statutory Revisions CommitteeCommittee Chairman
2008 - Present
American Bar AssociationMember
2008 - Present
Colorado Bar AssociationMember
2008 - Present
Denver Bar AssociationMember
2008 - Present
Rocky Mountain Estate Planning CouncilMember
2013 - 2015
Rose Community FoundationMember, Professional Advisory Board
Sample of Legal Cases
Probate Administration
Successful
Gift Tax Planning
Successful
Trust Counsel
Successful
Education
2008
University of Iowa
JD
2004
Brigham Young University
BA - Bachelor of Arts
Speaking Engagements
2015
Denver Trust Officers Association
Material Participation of Trusts
Publications
2015
Colorado Bar Association Trusts and Estates Section publication
Material Participation of Trusts
2009
Colorado Bar Association Trusts and Estates Section publication
Decanting in Colorado: Nothing to Wine About
Languages
Mandarin