Dylan is a member of the Estate Planning and Tax Practice in Ryley Carlock and Applewhite’s Denver office. He helps individuals and families throughout the United States as well as internationally with their private wealth planning. Dylan focuses on designing plans to minimize tax ramifications and family conflict. Dylan helps his clients identify their family values and goals and he develops legal structures to honor these values and goals while protecting his clients’ wealth for themselves and for their future generations.
Dylan’s clients include high net-worth individuals, corporate executives, closely held business owners, and professionals often working in the medical field. Dylan advises his clients on tax-advantaged entity structures including family limited partnerships and limited liability companies, complex trusts, trusts structured to hold inherited qualified plans such as IRAs and 401K, split-interest trusts, grantor trusts, and life insurance trusts. Dylan also advises clients on a myriad of business planning issues including choice of entity selection, maintenance, and business succession planning.
In addition, Dylan regularly represents family members, fiduciaries, and beneficiaries in the resolution of estate and trust-related disputes, including Guardianships and Conservatorships.
Dylan also participates in the firm's Sports Law group, which focuses on the representation of athletes and coaches in a variety of legal areas including their specific estate and private wealth planning needs.
PUBLICATIONS
- "Three Critical Legal Documents Every Parent Should Get in Place Now to Safeguard Their Adult Children," Ryley Carlock & Applewhite, February 11, 2019
- "The Durable Power of Attorney: Defining the Agent's Duties," 41 Co. Law 5, Editor
SPEAKING ENGAGEMENTS
Dylan frequently presents on wealth planning strategies to trust companies, financial advisors, accountants, and other attorneys. His presentations include:
- "Planning for International Clients with Real Property in Colorado," Colorado Bar Association's 38th Annual Estate Planning Retreat, June 2018
- "How Your Clients Can Benefit From the 2017 Tax Cuts and Jobs Act," Mass Mutual Quarterly Agency Meeting, February 2018
- "The Tax Cuts and Jobs Act of 2017- Implications for Individuals," Bank of Oklahoma Financial RIA Trust Education Program, January 2018
- "Retirement Plans: Considerations in Estate Planning and Post-Mortem Administration," Bank of Oklahoma Financial RIA Trust Education Program, May 2017
MEMBERSHIPS
- Dylan is an active member of the Trust and Estate Section of the Colorado Bar Association and served on the committee that drafted C.R.S. § 15-16-801 et seq.– Colorado’s Directed Trust Statute.
- Colorado Bar Association
- Denver Bar Association
- SafeHouse Denver, Board Member, June 2017 – Present
DISTINCTIONS
Dylan has been named to Colorado Super Lawyers Rising Stars list since 2014. In 2012, he was a finalist for the American Bar Association’s Taxation Section Student Law Tax Challenge.
