Email address
[email protected]Contact number
+1 303 295 8000About
Provided by Holland & Hart LLP
Holland & Hart has one of the largest and most extensive private client practices in the nation. The practice represents high net worth individuals and families, including some of the wealthiest families in the United States. Clients also include privately owned companies, foundations, and individual and corporate fiduciaries.
The private client group includes approximately 30 attorneys and approximately 10 non-attorney professionals. The sophisticated team offers clients a full spectrum of estate and wealth planning services as well as fiduciary solutions. Whether assisting clients in designing their wealth transfer plan, minimising the impact of taxes, or fulfilling their fiduciary obligations, the team’s core strength is in providing clients with innovative planning strategies and practical, well-integrated solutions.
A significant focus of the practice is advising individuals on sophisticated tax and wealth transfer issues. The team also counsels clients on a variety of other related wealth planning challenges including wealth management and preservation, fiduciary obligations, trust and estate administration, philanthropic planning, foundation management, business succession planning, marital agreement planning, and family office management.
Chambers Review
Holland & Hart's Denver team is regularly sought out for complex trust and estate work, including trust creation, tax planning and charitable matters.
Strengths
Provided by Chambers
"Holland & Hart has a diverse and highly competent team of attorneys."
"The firm has an obvious commitment to trust and estate work. They continually replenish the bench and keep the team strong. They have been very effective partners and good collaborators."
"Holland & Hart has a diverse and highly competent team of attorneys."
"The firm has an obvious commitment to trust and estate work. They continually replenish the bench and keep the team strong. They have been very effective partners and good collaborators."
Notable Practitioners
Carol Warnick is a senior counsel at Holland & Hart. She handles wealth transfer planning and administration work, as well as litigation on behalf of fiduciaries, beneficiaries and others.
"Carol Warnick is well recognised for planning and fiduciary litigation."
David Crandall handles wealth transfer planning and trust administration matters for clients with sizeable estates, and regularly assists with business succession strategies.
"David Crandall has joy and enthusiasm for the practice. He is an inspirational planner and helps clients and advisers get on board and move forward with sophisticated planning."
"David is fabulous and gets along really well with clients. He is a big thinker and a very creative strategist. He sees the whole forest. He understands business, deals and valuations."
Chelsea May leads the private client group at the firm. Her work includes the administration of Colorado and Wyoming trusts and estates, estate and business succession planning, and tax matters.
"Chelsea May is a highly skilled, hard-working and brilliant attorney. She handles complex tax matters with unparalleled attention to detail and to the needs of the client."
"Chelsea has a unique ability to translate complex ideas into language laymen can understand and is effective at making sure clients know what the steps are in sophisticated planning."
Desta Asfaw continues to impress peers and clients alike. She is accomplished in overseeing complex wealth transfer, charitable and business succession planning strategies.
"Desta is very approachable. She has a terrific manner with clients. She can enter a room and put everyone at ease. People trust her and are comfortable sharing sensitive information."
"From a tax perspective, Desta is very strong. She is also practical, working well with lawyers, family offices and accounting partners. She makes things straightforward and simple for the client."
Laura Dinan guides clients in designing and implementing sophisticated estate tax plans, and also assists with trust structuring and other wealth planning matters.
"Laura is great. Clients really like working with her."
"She is very experienced and highly competent across a wide range of tax issues."
"Laura is very practical. She is also warm and gets on well with clients. She reads the tax code carefully and tries to find real-world solutions."
Kami Pomerantz is a tax and estate planning expert. Her work also includes estate administration matters and federal tax issues.
"Kami Pomerantz is technically strong and easy to work with."
"Kami is very collaborative. I very much appreciate our working relationship."
Ranked Individuals at
Holland & Hart LLP
Colorado
Members
Provided by Holland & Hart LLP