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.

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.

Securities Fraud Investigation into GPB Capital Raises Retail Investor Concerns

The private equity firm GPB Capital Holdings LLC ongoing investigation for sales practices used in financing its acquisitions of automotive dealerships.

Winning in Arbitration: From Agreement to Trial

Nicole Westbrook takes aim at several provisions in arbitration that can undermine what is commonly touted as a quicker, cheaper and less complicated alternative to taking a case to court. This Bloomberg Law article reviews these common defenses, waivers and rules of engagement that, when used prudently, can reduce cost and liabilities in arbitration.

Nicole Westbrook brings Cannabis Lawsuit Against National Hemp Exchange

Alleged scheme to defraud hemp clone purchaser ends up in the courts. Read the Cannabis Law Report on the lawsuit brought by Nicole Westbrook at Jones & Keller on behalf of MTN Botanicals.

Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act

A directed trust allows trust settlors to involve family members in the administration of a trust and use professionals to comply with fiduciary duties and manage complex assets, providing independent judgment with respect to discretionary distribution decisions. Read more about directed trusts in this article, originally published in Colorado Lawyer. By Jeffrey B. Kadavy and Dylan H Metzner.

Howard Kenison Named to Who’s Who in Energy

Howard Kenison has been listed in the Denver Business Journal's 2019 Who's Who in Energy special report.

SEC Calling: The Trouble With Finders in Connection With the Sale of Securities

By David Thayer Originally published in Law Week Colorado. Picture this: You have a successful business that has grown over the years, but you have hit a wall. Your growth has become stagnant and you need to infuse a hefty sum of money into the business to take it to the next level. So, you […]

Jones & Keller Earns 2020 “Best Law Firms” Recognition

Eighteen Jones & Keller practice groups have been recognized for professional excellence in the 2020 Edition of U.S. News – Best Lawyers® 2020 “Best Law Firms” across a wide range of business categories.

Nicole Westbrook to Teach Deposition Skills at NITA

Join NITA instructor Nicole Westbrook as she shares deposition skills that get results.

DOL final rule on overtime pay goes into effect on Jan. 1

Employers should start preparing now for the upcoming changes in the wage rule.

Nicole Westbrook Receives Martindale-Hubbell® Peer Review Rating of AV® Preeminent™

Nicole Westbrook has received the AV Preeminent® Peer Review Rating™ from Martindale-Hubbell® for professional excellence in general ethical standards and legal ability.

Another Ponzi Scheme – Pot and Cattle

If you are an adviser who sold these investments without knowledge that they were unlawful, or have received a notice from regulators, take steps to protect yourself and your retail clients.

Generational Differences in the Workplace: Confessions of a GenXer and a Millennial

How can the two biggest generations in the workplace right now learn to get along? Enlighten yourself on the differences to capitalize on their collective strengths, prevent labor and employment conflicts, and unite the workplace. Join Lawrence (Larry) Lee, Esq. and Niki Schwab, Esq., as they debate and relate at the 2019 Employment Law Conference […]

“Buy immediately” and get a “free meal” with that Ponzi scheme

If you are an adviser who sold these investments without knowledge that they were unlawful, or have received a notice from regulators, take steps to protect yourself and your retail clients. By Paul Vorndran The warnings issued by the SEC to investors about Ponzi schemes that prey on senior investors in 2018 remain true today […]

Jones & Keller Welcomes Dylan Metzner

Dylan Metzner brings strong experience in Tax and Private Wealth Planning to the Jones & Keller team.

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