Attorneys

Dylan H. Metzner
SHAREHOLDER

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 before carrying out plans to preserve wealth through legal structures and innovative strategies, the efficient transfer property, and the reduction in 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

Awards

Dylan H. Metzner Best Lawyers

 

Print Friendly, PDF & Email
  • 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.

PRACTICE AREAS

SEC Proposes Order to Allow “Finders” in Private Offerings

SEC proposes a limited and conditional exemption from broker registration for finders who assist small business issuers in private offerings to accredited investors.

OSHA Complaints Rising in 2020

No company wants an on-site investigation or a citation from the federal government. Before either occurs, the employer will have an opportunity to respond to a complaint. Take preventative action now and know how to respond to a notice.

CONTRACT EXCULPATORY PROVISIONS IN THE TIME OF COVID

Force Majeure, impossibility, impracticality, frustration of purpose, and other contract hot button issues, as presented by Brad Hamilton for the CBA Business Law Institute.  By Brad Hamilton 1. FORCE MAJEURE   force majeure (fors ma-zhər) [Law French “a superior force”] (1883) An event or effect that can be neither anticipated nor controlled; esp., an unexpected […]

Our Best Lawyers® Sound Off on What Makes a Successful Client Relationship

Get to know our 2021 Best Lawyers® and what drives better client outcomes for the individuals, banks and businesses they serve. Having the right business lawyer and advisor advocating for you is key to any successful business. But what truly defines a successful client/lawyer relationship? We asked some of our Best Lawyers what one thing […]

Planning for Incapacity: An Often-Overlooked Aspect of Estate Planning

Join Dylan Metzner in this interactive workshop covering common scenarios and disputes that arise when an individual’s starts to experience mental instability with a discussion designed to uncover best practices that can minimize the risk and/or effect of family disputes and litigation.

Dylan Metzner to Moderate Panel at Upcoming Rocky Mountain Virtual Chapter

Join Dylan Metzner as he moderates a diverse panel of experts to discuss estate planning strategies including charitable giving and insurance trusts.

Business Document Drafting That Can Stand Up in Court: Litigation Perspective

Nicole Westbrook and Cash Parker presenting CLE on best practices for Business Document Drafting October 8 for mylawCLE.

Steve Suneson Addresses Foreign Company Growth in the U.S. at Denver Global Landing Pad

Steve Suneson returned to the Denver Global Landing Pad this year to present on legal and tax issues to companies interested in quickly expanding in Colorado and throughout the United States.

Howard Kenison Assumes Chair of ABA Section of Environment Energy and Resources

Howard Kenison elected Chair of the nation's premier forum for environment, energy and resources lawyers, advisors, and decision-makers.

Employment Litigation and COVID-19 Claims

Attorneys Larry Lee and Ian Kalmanowitz review potential claims that employers may face and strategies to deploy as businesses address the COVID-19 world in this live CLE on Monday, November 9, 2020.

Starting your own business in a COVID-19 environment

Going out on your own? Get started on a strong legal footing, by Dave Thayer, as featured in ColoradoBiz.

Women in Law with Judge Alia Moses and Nicole Westbrook

“What I will say, though, about women that are in law now, or starting out as maybe junior associates or trying to move up the ranks, maybe just coming out of law school, is that they have a lot of choices and a lot of potential. It’s an industry that is built on the backs […]

The Optimized CLAT: A Compelling Income Tax Deduction Vehicle Hiding In Plain Sight

In a year in which charities fear donations will be down, charitable lead annuity trusts (CLATs) encourage gifting to charities and provide generous wealth transfer benefits. By leveraging the current all-time low 7520 rate and using an Optimized CLAT, charitably inclined clients have a unique opportunity to eliminate annual income taxes, provide for charity, and transfer enormous wealth, free of gift and estate taxes.

SEC’s New ‘Accredited Investor’ Definition (Slightly) Expands Private Placement Investor Pool

Smaller private placements to individual accredited investors is the closest thing to an IPO for early stage companies in need of capital. The SEC’s narrowly passed new “accredited investor” amendment modestly expands the definition of accredited investor, increasing early stage business access to these funds.

INSIGHT: It’s Time to Address the Gender Divide in Law

The unconscionable actions and rantings that led up to the murder of the son of a New Jersey federal judge show the sad underbelly of gender discrimination in law. U.S. District Judge Alia Moses and Nicole Westbrook, a litigator with Jones & Keller, say the current construct of the legal profession feeds anti-feminist thinking, but it can change. Learn how we can constructively move toward an expedited and effective judicial process based on the facts of a case, not the gender of the attorneys trying or presiding over the case.

Attorneys