Bridget K. Sullivan
Bridget K. Sullivan

Member

Phone: 303.299.8130

Fax: 303.298.0940

bsullivan@shermanhoward.com

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Legal Secretary

Alicia Calderon
303.299.8145

Areas of Emphasis

Estate & Tax Planning

Tax

Education

  • Juris Doctor, Yale Law School, 1990
  • Bachelor of Arts, summa cum laude, Regis College, Denver, Colorado, 1987
Representative Matters
  • Represents numerous clients on all aspects of estate and family wealth planning, including sophisticated wealth transfer strategies and integration of those strategies with personal, business and tax goals
  • Advises business owners, entrepreneurs, and professionals on tax and estate planning strategies, including family gifting strategies, charitable giving techniques and business succession planning
  • Designs estate plans to transfer wealth to client’s children and grandchildren in ways which minimize gift, estate, and generation-skipping transfer taxes
  • Advises clients in the matters of estate administration, trust administration, and handles trust and estate litigation matters
  • Has prepared hundreds of prenuptial agreements and post-marital agreements
  • Acts as expert consultant and expert witness regarding trust interests in Colorado divorce cases
Professional Activities

BAR ADMISSIONS

  • Colorado
  • U.S. Court of Appeals for the Tenth Circuit
  • U.S.District Court for the State of Colorado
  • U.S. Tax Court

 

PROFESSIONAL AFFILIATIONS

  • Rocky Mountain Estate Planning Council
  • Legacy Planning Advisory Council, Children’s Hospital Colorado Foundation
  • Colorado Bar Association
  • American Bar Association (Trusts and Estates Section; Real Property, Probate and Trust Section)
Honors and Awards
  • Chambers HNW, Band 1, Private Wealth Law, Colorado (2019)
  • Chambers HNW, Band 2, Private Wealth Law, Colorado (2016-2018)
  • 5280 Magazine, “Top Lawyer,” Estate Planning (2015-2020)
  • Super Lawyers, (2009-2013, 2019)
  • Best Lawyers in America, Tax Law (2013-2020), Trusts and Estates (2009-2020)
Publications and Presentations

PRESENTATIONS

  • Trust Interests in Colorado Divorce – Legal Issues Related to Valuation
    Front Range Business Valuation Group
    April 17, 2019
  • Marital Agreements and Estate Planning: Focusing on Estate Planning Issues and Trusts in Divorce or at Death
    Denver Estate Planning Council
    February 23, 2017
  • Premarital Agreements
    Colorado Bar Association CLE
    February 16, 2017
  • Business Succession Planning – An Estate Planner’s Perspective
    Centennial Estate Planning Council
    February 9, 2017
  • Charitable Planning Trends, Issues and Client Decisions from the Planner’s Perspective (panelist)
    University of Colorado and University of Denver Charitable Planning Summit
    May 20, 2016
  • Premarital and Marital Agreements
    Colorado Bar Association Family Law Institute
    August 8, 2015
  • Estate Planning for Second Marriages and Blended Families
    Strafford Publications CLE National Webinars
    May 19, 2015
  • Planning for Portability
    Denver Foundation Professional Advisor Series CLE
    March 10, 2015
  • Estate Planning Issues in Pre‑Nuptial and Post-Nuptial Agreements
    WebCredenza Professional Education Broadcast Network National CLE Seminar
    January 22, 2015
  • How to Address Property and Marital Agreements From Other States
    Colorado Bar Association Annual Advanced Family Law Institute CLE
    December 6, 2013
  • Estate Planning and Pre-Nuptial and Post-Nuptial Agreements
    WebCredenza Professional Education Broadcast Network National CLE Seminar
    March 5, 2013
  • Estate Planning for Second Marriages and Blended Families: Maximizing Tax Benefits, Incorporating Pre- and Postnuptial Agreements, and Meeting Obligations to Children and Spouses
    Strafford Publications CLE National Webinars
    November 13, 2012
  • Enemy of the Estate: 2012 Estate Tax Planning Opportunities
    CoBiz Financial “Biz and Breakfast” seminar
    February 28, 2012
  • Estate Planning for Second Marriages and Blended Families
    Strafford Publications CLE National Webinars
    October 20, 2011
  • Estate Planning for Second Marriages and Blended Families
    Strafford Publications CLE National Webinars
    August 31, 2011
  • Tax Planning for Divorce
    WebCredenza, Professional Education Broadcast Network National CLE Seminar
    July 28, 2011
  • Estate Planning for Pre-Nuptial and Post-Nuptial Agreements
    WebCredenza, Professional Education Broadcast Network National CLE Seminar
    July 27, 2011
  • Estate Planning for Pre-Nuptial and Post-Nuptial Agreements
    WebCredenza, Professional Education Broadcast Network National CLE Seminar
    March 24, 2011
  • Prenuptial Agreements and Estate Planning
    Denver Estate Planning Council
    March 17, 2011
Previous Experience
  • Law Clerk to Honorable Ernest C. Torres, United States District Court, District of Rhode Island, 1990 – 1991