Private Wealth Law

Sherman & Howard advises families on the full range of matters relating to wealth preservation strategies, including businesses succession and tax planning. The firm's strong estate planning group continues to be a popular choice for high-value, complex work.

"One of the things I like about Sherman & Howard is their commitment to trust and estate planning. They keep the bench deep, and clients are satisfied that they are fully equipped."

"They have a very strong wealth planning group and are considered the gold bond in Colorado."

Bridget Sullivan handles the full range of trust and estate planning matters for clients. She also advises on pre- and post-marital agreements. "Bridget has good judgement and cuts through any ambiguity and confusion to help clients reach a conclusion. She is very efficient and a pleasure to work with." "Bridget is outstanding: very bright, wonderfully supportive and always there when we need her."

Gregory Densen focuses on trusts and estate planning. He often guides clients in designing strategies to transfer wealth efficiently to future generations. "Greg is very sophisticated. He helps to demystify the process so clients can get comfortable with more complex planning techniques. Clients and advisers have a lot of confidence in him." "He is great with his clients and very collaborative with co-counsel. He knows the law and is one of those people who makes the practice enjoyable and helpful for our clients." "Greg is an excellent planner and tax lawyer."

Jessica Broderick is active in estate planning, as well as providing advice on business and charitable planning and marital agreements. "I have a good working relationship with Jessica. She can have difficult conversations without it getting contentious."

Kathleen Johnson advises high net worth clients on the full range of estate planning matters. Her work involves trust structuring and the use of other vehicles, such as limited liability companies and partnerships. "She is always responsive to my requests for help, and her client manner is impeccable. She knows how to work in a team and is extremely technically detailed." "Kate does a great job; clients love working with her."

Curtis Bankers offers high net worth and ultra high net worth clients advice on all aspects of estate and business succession planning, family office structuring and administration, and tax planning. "Curtis's technical knowledge is very good and he can be relied upon to make things work." "He is very knowledgeable and good at making clients feel comfortable."

Jessica Diaz is a member in the Denver office of Sherman & Howard. She focuses her practice on estate, business succession and tax planning for wealthy families and individuals. She also has experience in estate and trust administration and marital and charitable planning. "Jessica Diaz is fantastic. She has the ability to establish relationships with clients who believe she is really interested in them. She provides services people understand." "Jessica does very sophisticated planning. She is a great collaborator and really good at taking complex matters and making them understandable."