Attorneys

Dylan H. Metzner
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Dylan measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including high-net-worth individuals, 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 private wealth planning is twofold: mitigate taxes and manage legal and legacy concerns in complex family dynamics. Dylan focuses on designing plans that put the individual and families’ values and goals first. He gets to know each of his clients, putting their priorities in order and carrying out plans that preserve wealth through legal structures and innovative strategies, efficiently transfer 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, Dylan regularly represents family members, fiduciaries, and beneficiaries in resolving estate and trust-related disputes, including breach of fiduciary duty disputes and contested guardianships and conservatorships.

In working with Dylan, clients gain access to the full complement of attorneys at Jones & Keller in corporate, securities, employment and complex commercial litigation, and real estate disciplines, who are available to lend collaborative insights to solving complex legal matters.

Engage Dylan Metzner to Speak

Speaking Engagements

“Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act,” Colorado Bar Association August 2019

“Planning for Incapacity: An Often-Overlooked Aspect of Estate Planning,” Colorado Women’s Estate Planning Council, July 2019

“Planning for Incapacity: An Often-Overlooked Aspect of Estate Planning,” BOK Financial Webinar, February 2019

“Planning for International Clients with Real Property in Colorado,” Colorado Bar Association’s 38th Annual Estate Planning Retreat, June 2018

“How Your Clients Can Benefit From the 2017 Tax Cuts and Jobs Act,” Mass Mutual Quarterly
Agency Meeting, February 2018

“The Tax Cuts and Jobs Act of 2017- Implications for Individuals,” Bank of Oklahoma Financial RIA Trust Education Program, January 2018

“Retirement Plans: Considerations in Estate Planning and Post-Mortem Administration,” Bank of Oklahoma Financial RIA Trust Education Program, May 2017

“Deliberate Philanthropy: Charitable Planning Strategies Using Real Property,” Ryley Carlock & Applewhite, LifeSpark Cancer Resources, High Point Financial Group, LLC and Canyon T, April 2017

“Alpha through Omega of Family Philanthropy,” Ryley Carlock & Applewhite and Whittier Trust, November 2016

“Directed Trusts: Charles in Charge…But so is Buddy, Jaimie and Trust Company,” Colorado Bar Association, January 2016

“Use it or Risk Losing it: Portability and Remarriage,” Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, December 2015

“Family Business Succession Strategies,” New York Life Educational Program, March 2015

“Advanced Estate Planning Strategies for Business Owners,” New York Life Educational Program, January 2015

“Irrevocable Life Insurance Trusts and Discount Planning with Trusts,” Foxmoor Continuing Education, December 2014

“Estate Planning 101,” Denver Financial Planners Association, June 2014

“Charitable Gift Planning: Asking the Philanthropic Question,” National Advisor’s Trust Company Shareholder’s Conference, May 2014

“The Use of Directed and Delegated Trusts: Understanding Fiduciary Responsibilities and Keeping Financial Advisors in the Mix,” Bank of Oklahoma Financial RIA Trust Education Program, April 2014

“Exculpatory Clauses Revisited,” Colorado Bar Association Estate Planning Retreat, June 2013

“The Financial Durable Power of Attorney: Defining the Agent’s Duties,” Colorado Bar Association Elder Law Retreat, August 2012

Publications

Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act,” Colorado Lawyer, November 2019.

“The Durable Power of Attorney: Defining the Agent’s Duties,” 41 Co. Law 5, Editor

Memberships
  • Dylan is an active member of the Trust and Estate Section of the Colorado Bar Association and served on the committee that drafted C.R.S. § 15-16-801 et seq.– The Colorado Uniform Directed Trust Act.
  • Colorado Bar Association
  • Denver Bar Association
  • Rocky Mountain Estate Planning Council
  • SafeHouse Denver, Board Member, June 2017 – Present

 

Admitted

Colorado, 2009
U.S. Court of Appeals, Tenth Circuit
U.S. District Court, District of Colorado

 

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  • EDUCATION
  • DISTINCTIONS
  • PRACTICE AREAS

EDUCATION

University of Denver, LL.M, Taxation, 2014

University of Arizona, B.S., 2004

University of Denver, M.B.A., 2008

University of Denver Law School, J.D., 2008

DISTINCTIONS

Dylan has been named to Colorado Super Lawyers Rising Stars list since 2014.

In 2012, he was a finalist for the American Bar Association’s Taxation Section Student Law Tax Challenge.

Use of Waivers to Reduce Liability from COVID-19

As Colorado transitions to a phased economic reopening, businesses should consider requiring customers to sign liability waivers.

More Trouble with Finders: States Don’t Like Them, Either!

Frustrated by a lack of federal response to lingering inaction, some states are easing into their own requirements for broker-dealer registration when using finders to secure private funding. 

Howard Kenison Recognized in 2020 Chambers USA

Howard Kenison has earned national recognition as a leading environmental law and litigation attorney in Colorado in the current edition of Chambers USA 2020, a directory of top lawyers and law firms.

Jones & Keller Welcomes Steve Suneson

Steve Suneson brings strong commercial business and international transaction experience to the Jones & Keller team.

Past ABA SEER Section Chairs Share Their COVID-19 Experiences

The pandemic’s impact varies based on local, state, and regional factors. Here's how two past SEER Section chairs see the pandemic affecting their practices.

After the Storm: Force Majeure, Impossibility, Impracticability, and Frustration of Purpose

Several concepts of contract law may provide the non-paying party relief from default and breach of contract claims or termination when the cause is government ordered closure due to a pandemic.

Business Document Drafting from a Litigation Perspective

A webinar devoted to drafting contracts that will stand up in the court, hosted by Nicole Westbrook and Cash Parker for the Colorado Bar Association on May 20, 2020. 

COVID-19 Raises Legal Pressures on Businesses

Business contracts and financial agreements may have hidden risks triggered by today's pandemic. Curb those risks with a real-time review of your operating agreements and legal contracts. Here's where to start.

Securities and Exchange Commission Provides COVID-19 Relief

By Dave Thayer The SEC recently issued orders (Release No. IA-5469 and Release No. 34-88318) providing conditional regulatory relief and assistance to reporting companies impacted by the COVID-19. If certain conditions are met, the order provides companies an additional 45 days to file certain Securities and Exchange Act of 1934 (the “Exchange Act”) reports otherwise […]

Jones & Keller Response to COVID-19

Delivering consistent legal services and the health and well-being of our clients, firm members, and colleagues is guiding our decisions as we collectively respond to developments in the COVID-19 outbreak.

Directed Trusts in Estate Planning CLE

Join Dylan Metzner and Jeffrey Kadavy for a live 90-minute CLE webinar on directed trusts in estate planning.

11 Jones & Keller Attorneys Named to Super Lawyers and Rising Stars Lists

Please join us in congratulating this year’s selections to the 2020 Colorado Super Lawyers and Rising Stars lists.

Jones & Keller advises Wagner Wealth Management in its sale to Private Capital Management, a subsidiary of Guaranty Bank and Trust Company

Jones & Keller acted as corporate and securities counsel to Wagner Wealth Management in the transaction.

Managing the Toxic ‘How Much Did You Make’ Interview Question

Colorado joins the growing number of states and jurisdictions fighting wage gap with bans on salary history questions. By Larry Lee, as featured in Law Week Colorado.

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