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Sherman & Howard is "one of the best shops in town" for wealth planning services, according to interviewees in Denver. The firm's estate and tax planning team designs complex wealth preservation strategies and has "top-notch expertise" in multi-generational tax planning and lifetime wealth transfers.
Bridget Sullivan advises clients on estate and wealth planning issues, including charitable giving, business succession planning, family gift tax planning and probate matters. Fellow attorneys think of Sullivan as "the dean" of the firm's estate and tax planning group, and one professional adviser says they hold Sullivan "in the highest regard" for her succession planning techniques. Sullivan is also involved in trust and estate litigation.
Gregory Densen is a "practice leader" in crafting complex wealth preservation plans for families with closely-held businesses. His practice includes tax planning, trusts and estates. Densen is also managing partner of the firm's litigation practice.
Jessica Broderick advises high net worth individuals and families on estate planning and business succession. Broderick also has expertise in charitable planning. She assists fiduciaries and beneficiaries with litigation matters related to trusts and estates.
Kathleen Johnson counsels clients on tax planning and wealth preservation strategies. She also prepares wills and advises fiduciaries and beneficiaries on probate and trust administration matters, including fiduciary disputes and tax controversies. She is respected for her advice on philanthropic planning.