Georgetown University Law Center, LL.M. in Taxation,
University of Richmond, T.C.
Williams School of Law, J.D., 1981
Villanova University, B.A., 1978
Admitted to Practice
- 2009 The Best Lawyers in
America in the areas of Tax Law, Trusts, and
- Fellow, American College of
Trust and Estate Counsel
- Colorado Bar Association, Trust
and Estate Section, Chair (2005-2006)
- Colorado Bar Association, Trust
and Estate Section, Vice Chair (2004-2005)
- El Paso County Bar Association,
- Estate Planning Council of
Colorado Springs, Past President (2003-2004)
- Rocky Mountain Estate Planning
- Colorado Bar Foundation, Fellow
Barbara Ann Dalvano
Barbara Ann Dalvano has more than
20 years of experience advising clients on tax-oriented
estate and wealth transfer planning matters and business
succession and commercial transactions, including the
purchase and sale of businesses.
Counseled clients on and prepared various types of
trusts, including tax-planning trusts such as Grantor
Retained Annuity Trusts, Intentionally Defective Grantor
Irrevocable Trusts, Life Insurance Trusts, Revocable
Trusts, Wills and ancillary documents. Negotiated sales
and purchases of businesses and documented such
transactions. Negotiated and drafted operating
agreements for limited liability company business
operations, shareholder stock retirement and buy-sell
agreements, consulting agreements, commercial real
estate leases, loan agreements (including promissory
notes and deeds of trust) and similar commercial
transaction documents. Represented individuals in income
tax controversy matters with the Internal Revenue
Service. Counseled fiduciaries on the administration of
estates and irrevocable trusts.
2009, “Using Trust Protectors to Accomplish a
Settlor’s Objectives,” Trust Officers’ Association,
2008, "Estate Planning Strategies & Asset Protection
Designs For Clients In High Risk Business Operations"
Celesq Live Web Cast
2008, "Learn To Navigate Through Asset Protection"
Alexander Capital/CoBiz Financial, Englewood,
2008, "Developments And Observations Regarding The
Estate Planning Practice"
Trust & Estate (Council Notes)
7, 2008, Business Succession Planning, Colorado Bar
Association CLE in Colorado, Inc.
2007, "Plan Your Estate or State of Colorado Will Do
It For You," The Denver Business Journal (November
30-December 6, 2007)
September, 2007, "Preserving Your Estate Through the
Use of Selected Trusts", The Denver Business
Journal (September 28-October 4, 2007)
September, 2007, "Family Business Owners Must
Consider Noncompete and More," The Colorado Real
Estate Journal (September 19-October 2, 2007)
September, 2007, "Unplanned Business Succession
After the Death or Incapacity of the Business Owner,"
The Colorado Lawyer
14-16, 2007, 2007 Estate Planning Retreat, co-presenter,
"Who Gets the Widgets When You're Gone? Planned and
Unplanned Business Succession", Colorado Bar
12-13, 2007, Citigroup Family Wealth Symposium,
"Estate Planning with Trusts", (Denver and Colorado
September 14, 2006, Financial Planning Association
Symposium, "Estate Planning for Blended Families"
2006, Business Succession Planning: Advanced Topics,
"Using GRATs (Grantor Retained Annuity Trusts) and Sales
to "Defective" Grantor Trusts", Colorado Bar
29, 2006, Greater Denver Tax Counsel Association
Presentation, "Current Edition + Proposed Amendments
- Circular 230"
November 11, 2005, 2005 Fall Estate Planning Update,
"Ethics and Circular 230," Colorado Bar Association
September 20, 2005, Colorado Springs Estate Planning
Council, "Circular 230 and Estate Planning"
2005, article for Colorado Bar Association, Trust and
Estate Section, June 2005 issue of Council Notes,
"Revised Circular 230 and the Estate Planning Practice"
9-12, 2005, 2005 Annual Estate Planning Retreat,
"Recent Developments - Annual Update (May 2004-April
2005)", Colorado Bar Association, Trust and Estate
Section (Speaker and Author of materials)
December 3, 2003, Colorado Society of Certified Public
Accountants, Colorado Springs Chapter, "Business
Planning using Charitable Trusts & Private Foundations"
23, 2003, The 2003 Colorado Springs Business Symposium,
"Your Equity Interest: Legal, Valuation and Tax
Issues in Common Exit Strategies," Holland & Hart,
LLP and The Colorado Springs Business Journal
September 2, 2003, El Paso County Bar Association,
Family Law Section Domestic Salon, "A Potpourri of
Estate Planning Issues in Marriage and Martial
14, 2003, Trust Drafting Seminar, "Charitable
Remainder and Charitable Lead Trusts", Sterling
Education Services, LLC, Colorado Springs
2003, Speaker, 3rd Annual Merrill Lynch CPA Golf &
Continuing Education Symposium, "Wealth Transfer
Planning", Colorado Springs