Curtis J. Bankers

Member

Denver, Colorado

Phone: 303.299.8472

Fax: 303.298.0940

cbankers@shermanhoward.com

Areas Of Emphasis

Education

  • Juris Doctor, University of Iowa College of Law, 2014
    • with Distinction
    • Articles Editor, Iowa Law Review
  • Bachelor of Arts in Philosophy, Creighton University, 2010
    • summa cum laude

Curtis “Curt” Bankers represents high-net-worth and ultra-high-net-worth individuals, families, and family offices.

Curt partners with clients to offer comprehensive legal counsel and strategic planning on all aspects of estate planning, business-succession planning, wealth-transfer planning, family office structuring and administration, estate and trust administration, U.S. federal transfer-tax planning, and U.S. federal gift and estate tax audits.

He helps clients design and implement planning solutions to protect and transfer their wealth, foster their family values, and meet their philanthropic goals.

Experience

  • Assisted principal of real estate development fund to establish and transfer wealth to dynastic trusts for the benefit of children and grandchildren.
  • Assisted owner of manufacturing business to restructure the firm’s entity organization to facilitate transfer-tax planning, wealth-transfer planning, and business-succession strategies.
  • Acted as lead counsel to family office in restructuring and tax planning transactions related to diversification of $150+ million portfolio.
  • Counseled client on transfer of interest in closely held business to donor-advised fund to accomplish charitable goals and generate income tax savings.
  • Advised personal representative in negotiating settlement agreement with 30+ beneficiaries related to the distribution of decedent’s residuary estate.
  • Regularly advises personal representatives in administration of complex estates and filing related estate tax returns.

Publications & Presentations

PRESENTATIONS

  • Income Taxation of Trusts
    Colorado Bar Association’s 43rd Annual Estate Planning Retreat | June 10, 2023

Professional Activities

  • Rocky Mountain Estate Planning Council
  • Former Board Member, Colorado Wildlife Heritage Foundation
  • Former Member, Denver Estate Planning Council

Highlights

  • Best Lawyers in America, “Ones to Watch,” Tax Law; Trusts and Estates, Denver (2021-2024)