Education

Georgetown University Law Center, LL.M. in Taxation, 1989

University of Richmond, T.C. Williams School of Law, J.D., 1981

Villanova University, B.A., 1978

Admitted to Practice

• Colorado

Distinctions

• 2009 The Best Lawyers in America in the areas of Tax Law, Trusts, and Estates

Memberships

• 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, Probate Section
• Estate Planning Council of Colorado Springs, Past President (2003-2004)
• Rocky Mountain Estate Planning Council
• Colorado Bar Foundation, Fellow

Barbara Ann Dalvano
Associate
bdalvano@hutchinslaw.com

BARBARA ANN
DALVANO, ESQ

Publications and Speeches

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.

PRACTICE EXPERIENCE
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.

Practice Areas

• Tax Law
• Trusts
• Estates

Community Service

• Ent Federal Credit Union, Member of the Supervisory Committee (2000-present)

Publications and Speeches

 February, 2009, “Using Trust Protectors to Accomplish a Settlor’s Objectives,” Trust Officers’ Association, Denver, Colorado

 November, 2008, "Estate Planning Strategies & Asset Protection Designs For Clients In High Risk Business Operations" Celesq Live Web Cast

 October, 2008, "Learn To Navigate Through Asset Protection" Alexander Capital/CoBiz Financial, Englewood, Colorado

 September, 2008, "Developments And Observations Regarding The Estate Planning Practice"
Trust & Estate (Council Notes)

 February 7, 2008, Business Succession Planning, Colorado Bar Association CLE in Colorado, Inc.

 November 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

June 14-16, 2007, 2007 Estate Planning Retreat, co-presenter, "Who Gets the Widgets When You're Gone? Planned and Unplanned Business Succession", Colorado Bar Association CLE

April 12-13, 2007, Citigroup Family Wealth Symposium, "Estate Planning with Trusts", (Denver and Colorado Springs Presentations)

September 14, 2006, Financial Planning Association Symposium, "Estate Planning for Blended Families"

May 4, 2006, Business Succession Planning: Advanced Topics, "Using GRATs (Grantor Retained Annuity Trusts) and Sales to "Defective" Grantor Trusts", Colorado Bar Association CLE

March 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 CLE

September 20, 2005, Colorado Springs Estate Planning Council, "Circular 230 and Estate Planning"

June 2005, article for Colorado Bar Association, Trust and Estate Section, June 2005 issue of Council Notes, "Revised Circular 230 and the Estate Planning Practice"

June 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"

October 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 Dissolution"

August 14, 2003, Trust Drafting Seminar, "Charitable Remainder and Charitable Lead Trusts", Sterling Education Services, LLC, Colorado Springs

June 6, 2003, Speaker, 3rd Annual Merrill Lynch CPA Golf & Continuing Education Symposium, "Wealth Transfer Planning", Colorado Springs