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 and 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
  • Member, Rocky Mountain Estate Planning Council
  • Member, Legacy Planning Advisory Council, Children’s Hospital Colorado Foundation, 2013-present
  • Admitted to practice before the United States Court of Appeals for the Tenth Circuit, the United States District Court for the State of Colorado, the United States Tax Court, and all Colorado Courts
  • Member, Colorado Bar Association and American Bar Association (Trusts and Estates Section; Real Property, Probate and Trust Section)
Honors and Awards
  • Listed in Chambers HNW
    2016-2018
  • Top Lawyer – Estate Planning
    5280 Magazine
    2015-2019
  • Super Lawyer
    Super Lawyers
    2009-2013, 2019
  • Best Lawyers in America for Tax Law and for Trusts and Estates
    Best Lawyers In America
    2014-present
Publications and Presentations
  • Speaker for Denver Estate Planning Council, February 23, 2017: “Marital Agreements and Estate Planning: Focusing on Estate Planning Issues and Trusts in Divorce or at Death.” Co-Speaker with Rebecca Alexander.
  • Speaker for Colorado Bar Association CLE February 16, 2017: “Premarital Agreements.” Co‑Panelist with Michelle Rose-Hughes and Danielle Contos.
  • Speaker for Centennial Estate Planning Council, February 9, 2017: “Business Succession Planning – An Estate Planner’s Perspective.”
  • Panelist for 2016 Charitable Planning Summit, sponsored by University of Colorado and University of Denver, May 20, 2016: “Charitable Planning Trends, Issues and Client Decisions from the Planner’s Perspective.”
  • Speaker for 2015 Family Law Institute, sponsored by Colorado Bar Association, August 8, 2015: “Premarital and Marital Agreements.” Co-Speaker with Rebecca Alexander of Baker & Hostetler LLP.
  • Speaker for Strafford Publications CLE Webinars, national webinar, May 19, 2015: “Estate Planning for Second Marriages and Blended Families.”  Co- Speaker with Todd Preti of Midget, Preti, & Aplerin P.C., and Kristin A. Pace of Donahue Fitzgerald LLP.
  • Speaker, Denver Foundation Professional Advisor Series CLE, Moderated by Bob Phelps of JP Morgan, March 10, 2015. Speech Topic:  “Planning for Portability.”
  • Speaker for WebCredenza, Professional Education Broadcast Network, national CLE seminar, (including for the Colorado Bar Association) January 22, 2015: “Estate Planning Issues in Pre‑Nuptial and Post-Nuptial Agreements.”
  • Speaker for Annual Advanced Family Law Institute, Colorado Bar Association, CLE In Colorado, Inc., December 6, 2013: “How to Address Property and Marital Agreements From Other States.”  Co-Speaker with Kathleen Hogan of McGuane and Hogan.
  • Speaker for WebCredenza, Professional Education Broadcast Network, national CLE seminar, (including for the Colorado Bar Association) March 5, 2013: “Estate Planning and Pre-Nuptial and Post-Nuptial Agreements.”  Co- Speaker with Jennifer Pratt of Venable LLP.
  • Speaker for Strafford Publications CLE Webinars, national webinar, November 13, 2012: “Estate Planning for Second Marriages and Blended Families: Maximizing Tax Benefits, Incorporating Pre- and Postnuptial Agreements, and Meeting Obligations to Children and Spouses.”  Co- Speaker with John T. Midget of Midget & Preti, P.C., and Kristin A. Pace of Fitzgerald, Abbott & Beardsley LLP.
  • Speaker for CoBiz Financial “Biz and Breakfast” seminar, February 28, 2012: “Enemy of the Estate: 2012 Estate Tax Planning Opportunities.” Co-Speaker with Jay Cleary, Principal of Financial Designs and Mira Fine, C.P.A., National Director of Tax Services for Hein and Associates.
Previous Experience
  • Law Clerk to Honorable Ernest C. Torres, United States District Court, District of Rhode Island, 1990 – 1991