Practice Expertise
Areas of Practice
- Tax, Benefits and Estate Planning
- Trust and Estate Litigation
Profile
Dylan Metzner is a Shareholder in the Firm's Denver office and a member of the Tax, Benefits and Estate Planning practice group. Mr. Metzner measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including individuals with High Net Worth ("HNW") and Ultra High Net Worth ("UHNW) estates, corporate executives, closely held business owners, and professionals. He counsels individuals and families throughout the United States and internationally with their tax, estate and private wealth planning needs, guiding them through the maze of laws and practical considerations, moving each client closer to achieving goals and resolving outstanding issues.
The true value in estate planning is twofold: mitigate taxes and manage legal and legacy concerns in complex family dynamics. Dylan focuses on designing plans that put the client's values and goals first. He gets to know each of his clients, putting their priorities in order and developing plans that preserve wealth through legal structures and innovative strategies. Dylan helps clients efficiently transfer their property and reduce the risk of tax consequences, family conflict and litigation.
Dylan advises clients on tax-advantaged entity structures, including family limited partnerships and limited liability companies, dynasty trusts, trusts structured to hold inherited qualified plans such as IRAs and 401K, split-interest trusts, grantor trusts, and life insurance trusts. Clients come to him for a myriad of business planning issues including choice of entity selection, maintenance and business succession planning. In addition, he regularly represents family members, fiduciaries (individual and corporate), and beneficiaries in resolving estate and trust-related disputes, including breach of fiduciary duty disputes and contested guardianships and conservatorships.
Bar Admissions
- Colorado
Education
- University of Denver Sturm College of Law, J.D.
- University of Denver, LL.M., Taxation
- University of Denver, M.B.A.
- University of Arizona, B.S., Business Administration
Areas of Practice
- Tax, Benefits and Estate Planning
- Trust and Estate Litigation
Professional Career
Professional Activities and Experience
- Best Lawyers® in America - Trusts and Estates, (2024-2025), and Tax Law (2025).
- Super Lawyers® Rising Stars,(2014-2022).
- Finalist for the American Bar Association's Taxation Section Student Law Tax Challenge.
Articles
- The Optimized CLAT: A Compelling Income Tax Deduction Vehicle Hiding in Plain Sight
- Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act
- The Durable Power of Attorney: Defining the Agent's Duties
- Dylan Metzner, Presented at the Colorado Planned Giving Roundtable Summer Symposium
- Dylan Metzner, Co-Presenter at the Colorado Bar Association
- Dylan Metzner, Co-Presenter at the Colorado Bar Association
- Dylan Metzner, Presenter at the Colorado Bar Association
- Dylan Metzner, Speaker at the EPI Planning Institute
- Dylan Metzner, Co-Presenter at Strafford
- Dylan Metzner, Speaker at the Colorado Bar Association
- Dylan Metzner, Speaker at the Colorado Women's Estate Planning Council
- Dylan Metzner, Speaker at BOK Financial
- Dylan Metzner, Speaker at the Colorado Bar Association's 38th Annual Estate Planning Retreat
- Dylan Metzner, Speaker at the Mass Mutual Quarterly Agency Meeting
- Dylan Metzner, Speaker at the Bank of Oklahoma Financial RIA Trust Education Program
- Dylan Metzner, Speaker at the Bank of Oklahoma Financial RIA Trust Education Program 2017
- Dylan Metzner, Speaker at the High Point Financial Group
- Dylan Metzner, Speaker at Whittier Trust
- Dylan Metzner, Speaker at the Colorado Bar Association
- Dylan Metzner, Presenter at the Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar
- Dylan Metzner, Speaker at the New York Life Educational Program
- Dylan Metzner, Speaker at the New York Life Educational Program
- Dylan Metzner, Speaker at the Foxmoor Continuing Education
- Dylan Metzner, Presenter at the Denver Financial Planners Association
- Dylan Metzner, Speaker at the National Advisor's Trust Company Shareholder's Conference
- Dylan Metzner, Speaker at the Bank of Oklahoma Financial RIA Trust Education Program
- Dylan Metzner, Speaker at the Colorado Bar Association Estate Planning Retreat
- Dylan Metzner, Speaker at the Colorado Bar Association Elder Law
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