Attorneys

Dylan H. Metzner
SHAREHOLDER

Dylan represents individuals and families throughout the United States as well as internationally with their private wealth planning. Dylan focuses on designing plans to minimize tax ramifications and family conflict. Dylan helps his clients identify their family values and goals and he develops legal structures to honor these values and goals while protecting his clients’ wealth for themselves and for their future generations.

Dylan’s clients include high net-worth individuals, corporate executives, closely held business owners, and professionals often working in the medical field. Dylan advises his 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. Dylan also advises clients on 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 the resolution of estate and trust-related disputes, including Guardianships and Conservatorships.

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

“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.

PRACTICE AREAS

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

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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.

Alternative investment sellers: If you can’t answer these questions, step to the sidelines

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Howard Kenison Chair-elect of American Bar Association Section of Environment Energy and Resources

Jones & Keller is proud to announce that Howard Kenison, a shareholder in the Denver-based business law firm, is Chair-elect of the American Bar Association (ABA) Section of Environment, Energy and Resources (SEER). He will serve a one-year term before assuming the Chair position from August 2020 to August 2021. Howard was first elected Vice […]

8 Jones & Keller Attorneys Named 2020 “Best Lawyers in America”

Jones & Keller is pleased to announce that eight attorneys have been selected by their peers for inclusion in the The Best Lawyers in America© 2020. Inclusion in this singular list is based on a rigorous peer review evaluation process to capture a consensus opinion of the leading lawyers in each geographic area. This year’s list recognized […]

Don’t Be Held Hostage: Fighting Ransomware

Fight the threat of ransomware by following these best practices.

Avoiding Pitfalls When Buying and Selling a Business: Buyer’s Viewpoint (Part 2)

The trail of business sales gone bad is littered with examples of buy missteps.

Avoiding Pitfalls When Buying and Selling a Business: Seller’s Viewpoint (Part 1)

Business owners setting out to sell their business face numerous transactions risks. 

This New Colorado Law Champions Free Speech

The law will take effect July 1 and protects citizens and news organizations from baseless lawsuits.

Howard Kenison Top Ranked in the 2019 Chambers USA Guide

We are delighted to announce that Howard Kenison has been recommended in Chambers and Partners as a top-ranked environmental litigation attorney in Colorado. Kenison represents clients in matters such as air quality, NEPA and site remediation, and hazardous waste. “I am honored to be a member of this distinguished list of recommended attorneys for the […]

Equal Pay, Minimum Wage, and the Newest Colorado Employment Laws

By Larry Lee Colorado lawmakers have had a busy legislative session. Six new employment laws were enacted in the state addressing equal gender pay, criminal history inquiries, felony convictions for wage violations, local government rule for minimum wage, garnishments and a study of a family and medical leave insurance program. Here’s the highlights and effective […]

SEC Adopts Regulation Best Interest: New Standards for Broker-Dealers

By Dave Thayer   Doing business has become riskier for broker-dealers giving investment advice. On June 5, 2019, the Securities and Exchange Commission (SEC) adopted “Regulation Best Interest” which in a nutshell says that broker-dealers cannot put their own pocketbooks ahead of their clients’ “best interest.” For years, broker-dealers were viewed as purveyors of investment […]

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