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Barbara Ann Dalvano
About Barbara
Biography
I have over 30 years of experience advising clients on Wills, Trusts, Probate and Trust Administration, Estate and Wealth Transfer Planning Matters, Tax Planning, Tax Disputes with the Internal Revenue Service, Business Matters, LLCs, Partnerships and Corporations.
I began my law career in 1981 with the Office of Chief Counsel of the Internal Revenue Service. Since 1985, I have been in private practice with both large and small firms in Philadelphia, Colorado Springs and Denver. I now maintain my own law office.
My goal in my law practice is to provide clients with peace of mind by solving problems and resolving conflicts with creative solutions. I strive to help preserve your wealth and protect your future in a rapidly changing world. This mission is exemplified in the Case Studies described on my website ().
I invite you to visit my website to learn more about me and my law practice. I welcome your comments and look forward to hearing from you. If you have any questions, please do not hesitate to contact me.
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Colorado for 32 years
State: Colorado
Acquired: 1993
No misconduct found
Licensed in New York for 33 years
State: New York
Acquired: 1993
No misconduct found
Licensed in Pennsylvania for 40 years
State: Pennsylvania
Acquired: 1985
No misconduct found
Location
Law Office of Barbara Ann Dalvano
2990 E. 17th Ave., #1105, Denver, CO, 80206-1674
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Experience
Honors
2017
AV Rated, Martindale-Hubbell
2014
Tax Law and Trusts and Estates, Best Lawyers in America
2013
Colorado Super Lawyers, Colorado Super Lawyers
2012
Colorado Super Lawyer, Colorado Super Lawyers
2012
Tax Law and Trusts and Estates, Best Lawyers in America
2011
Colorado Super Lawyers, Colorado Super Lawyers
2010
Colorado Super Lawyers, Colorado Super Lawyers
2010
Tax Law and Trusts and Estates, Best Lawyers in America
2009
Tax Law and Trusts and Estates, Best Lawyers in America
Work Experience
2009 - Present
Attorney, Law Office of Barbara Ann Dalvano
2008 - 2009
Attorney, Engel & Reiman PC
2004 - 2008
Attorney, Issacson Rosenbaum, PC
2002 - 2004
Attorney, Holland & Hart
1999 - 2002
Attorney, Law Office of Barbara Ann Dalvano
1996 - 1999
Attorney, Engel & Reiman PC
1989 - 1995
Attorney, Post & Schell
1984 - 1989
Attorney, Drinker Biddle & Reath
1981 - 1984
Attorney, Chief Counsel Internal Revenue Service
Associations
2006 - Present
American College of Trust and Estate CounselFellow
2005 - Present
Colorado Bar FoundationFellow
1995 - Present
Colorado Bar AssociationMember
2005 - 2006
Colorado Bar AssociationChair, Trust and Estate Section
2004 - 2005
Colorado Bar AssociationVice Chair, Trust and Estate Section
2003 - 2004
Estate Planning Council of Colorado SpringsPresident
2003 - 2006
El Paso County Bar FoundationBoard of Directors
Education
1989
Georgetown University Law Center
LL.M. in Taxation
1981
University of Richmond, The T. C. Williams School of Law
JD - Juris Doctor
1978
Villanova University
BA - Bachelor of Arts
Speaking Engagements
2011
Trust & Estate Fall Update
Uniform Estate Tax Apportionment Act
2011
Advising the Closely Held or Family Business
Tax and Legal Considerations and Opportunities in Succession Planning
2009
Trust Officers' Association Monthly Luncheon Meeting
Using Trust Protectors to Accomplish a Settlor's Objectives
2008
CLE in Colorado, Inc. Program
Business Succession Planning
2008
Celesq Live Webinar
Estate Planning Strategies & Asset Protection Designs for Clients in High Risk Business Operations
2007
CLE in Colorado, Inc. Program
Who Gets the Widgets When You're Gone? Planned and Unplanned Business Succession
2007
Citigroup Family Wealth Symposium
Estate Planning with Trusts
2006
Greater Denver Tax Counsel Association Dinner Meeting
Current Edition + Proposed Amendments - Circular 230
2006
Financial Planning Association Symposium
Estate Planning for Blended Families
2006
CLE in Colorado, Inc. Program
Business Succession Planning: Advanced Topics, Using GRATs and Sales to Defective Grantor Trusts
2005
Colorado Springs Estate Planning Council Meeting
Circular 230 and Estate Planning
2005
Colorado Bar Association Estate Planning Retreat
Recent Developments - Annual Update
2005
CLE in Colorado, Inc. Program
Ethics and Circular 230
2003
Sterling Education Services LLC Program
Charitable Remainder and Charitable Lead Trusts
2003
Merrill Lynch Education Symposium
Wealth Transfer Planning
2003
El Paso County Bar Association, Family Law Section Program
A Potpourri of Estate Planning Issues in Marriage and Marital Dissolution
2003
Colorado Springs Business Symposium
Your Equity Interest: Legal, Valuation and Tax Issues in Common Exit Strategies
2003
Colorado Society of Certified Public Accountants Program
Business Planning Using Charitable Trusts & Private Foundations
1996
Instructor, College of Business and Administration, University of Colorado at Colorado Springs
Business Law 200 Summer Program
1995
Pennsylvania Bar Institute Program
Fundamentals of Preparing the Fiduciary and the Decedent's Final Income Tax Returns- Preparing the PA-41
1995
Institute of Certified Financial Planners Program
Gifts in Trust
1994
Certified Public Accountants Program
Business Continuation/Succession Planning
1993
Pennsylvania Bar Institute Program
Fundamentals of Estate Administration - Non-Probate Issues
1993
Pennsylvania Bar Institute Program
Fundamentals of Estate Planning - Lifetime Gifts and Use of Life Insurance
1992
Pennsylvania Bar Institute Program
Fundamentals of Estate Administration - Non-Probate Issues
1990
Philadelphia Tax Supper Club Meeting
Planning Opportunities for Trusts and Estates under the Internal Revenue Code
Publications
2013
Colorado Estate Planning Handbook
Advanced Estate Planning Techniques Update
2012
Colorado Estate Planning Handbook
Advanced Estate Planning Techniques Update
2010
Colorado Estate Planning Handbook
Advanced Estate Planning Techniques
2008
Colorado Bar Association Trusts and Estates Section publication
Developments and Observations Regarding the Estate Planning Practice
2007
The Denver Business Journal
Plan Your Estate or State of Colorado Will Do It For You
2007
The Denver Business Journal
Preserving Your Estate Through the Use of Selected Trusts
2007
The Colorado Real Estate Journal
Family Business Owners Must Consider Noncompete and More
2007
Colorado Bar Association - The Colorado Lawyer
Unplanned Business Succession After the Death or Incapacity of the Business Owner
2006
2006 Heckerling Estate Planning Institute Reporter
The 7 Habits of Highly Effective Grantor Trusts
2006
2006 Heckerling Estate Planning Institute Reporter
Marital Planning While the Rules are Changing: The Uses and Misuses of the Marital Deduction, QTIPS and Disclaimers
2006
2006 Heckerling Estate Planning Institute Reporter
More Marital Planning in an Era of Transfer Tax Law Uncertainty
2006
2006 Heckerling Estate Planning Institute Reporter
They Lived Happily Ever After and Other Family Business Fairy Tales: Non-Tax Issues that Paralyze Succession and Estate Planning
2005
Colorado Bar Association Trusts and Estates Section publication
Revised Circular 230 and the Estate Planning Practice
Languages
English