Presentations and Speeches
Ms. Dalvano is available for speaking engagements to both large and small groups. She does not charge a speaker fee nor does she promote her legal practice during any presentations.
Talks are based on material that is of specific educational value and benefit to the attendees.
If you are interested in a presentation to your group in the area of Estate Planning, Wills, Trusts, Business and Succession Planning, please contact Barbara at 719-963-2933
Throughout her career, Barbara has actively participated in professional conferences and chaired Committees dealing with specific Estate Planning issues/topics.
Since 2012: Barbara maintains a website with over 280 Articles under 150 Topics of general interest in Estate Planning; Trends; Process and legal issues.
November, 2011, "Uniform Estate Tax Apportionment Act," Trust & Estate Fall Update, CLE in Colorado, Inc. and co-sponsored by the Trust and Estate Section of the Colorado Bar Association, Denver, Colorado
May, 2011, "Tax and Legal Considerations and Opportunities in Succession Planning," Advising the Closely Held or Family Business, CLE in Colorado, Inc. and co-sponsored by the Trust and Estate Section of the Colorado Bar Association, Denver, Colorado
February, 2009, "Using Trust Protectors to Accomplish a Settlor's Objectives," Trust Officers' Association, Denver, Colorado
November, 2008, "Estate Planning Strategies & Asset Protection Designs For Clients in High Risk Business Operations," co-presenter, Celesq Live Webcast
October, 2008, "Learn to Navigate Through Asset Protection," Alexander Capital/CoBiz Financial, Englewood, Colorado
February 7, 2008, "Business Succession Planning," Continuing Legal Education in Colorado, Inc.
June 14-16, 2007, "Who Gets the Widgets When You're Gone? Planned and Unplanned Business Succession," co-presenter, 2007 Estate Planning Retreat, Colorado Bar Association Continuing Legal Education Program
April 12-13, 2007, "Estate Planning with Trusts," Citigroup Family Wealth Symposium (Denver and Colorado Springs Presentations)
September 14, 2006, "Estate Planning for Blended Families," Financial Planning Association Symposium
May 4, 2006, "Business Succession Planning: Advanced Topics, Using GRATs (Grantor Retained Annuity Trusts) and Sales to "Defective" Grantor Trusts," Colorado Bar Association Continuing Legal Education Program
March 29, 2006, "Current Edition + Proposed Amendments - Circular 230," Greater Denver Tax Counsel Association
November 11, 2005, "Ethics and Circular 230," 2005 Fall Estate Planning Update, Colorado Bar Association Continuing Legal Education Program
September 20, 2005, "Circular 230 and Estate Planning," Colorado Springs Estate Planning Council
June 9-12, 2005, "Recent Developments - Annual Update (May 2004-April 2005)," 2005 Estate Planning Retreat, Colorado Bar Association Continuing Legal Education Program (Speaker and Author of materials)
December 3, 2003, "Business Planning using Charitable Trusts & Private Foundations," Colorado Society of Certified Public Accountants, Colorado Springs Chapter
October 23, 2003, "Your Equity Interest: Legal, Valuation and Tax Issues in Common Exit Strategies," The 2003 Colorado Springs Business Symposium
September 2, 2003, "A Potpourri of Estate Planning Issues in Marriage and Marital Dissolution," El Paso County Bar Association, Family Law Section Continuing Legal Education
August 14, 2003, "Charitable Remainder and Charitable Lead Trusts," Sterling Education Services, LLC, Colorado Springs, Colorado
June 6, 2003, "Wealth Transfer Planning," Third Annual Merrill Lynch CPA Golf & Continuing Education Symposium, Colorado Springs, Colorado
Summer, 1996, Business Law 200, Instructor at the College of Business and Administration, University of Colorado at Colorado Springs
February, 1995, "Gifts in Trust," Speaker, Institute of Certified Financial Planners, Philadelphia, Pennsylvania
January, 1995, "Fundamentals of Preparing the Fiduciary and the Decedent's Final Income Tax Returns - Preparing the PA-41 Fiduciary Income Tax Return," Speaker, Pennsylvania Bar Institute Continuing Legal Education Program
July, 1994, "Business Continuation/Succession Planning," Program to Certified Public Accountants
October, 1993, "Fundamentals of Estate Planning - Lifetime Gifts and Use of Life Insurance," Speaker, Pennsylvania Bar Institute Continuing Legal Education
January, 1993, "Fundamentals of Estate Administration - Non-Probate Issues," Speaker, Pennsylvania Bar Institute Continuing Legal Education
November, 1992, "Fundamentals of Estate Administration - Non-Probate Issues," Speaker, Pennsylvania Bar Institute Continuing Legal Education
April, 1990, "Planning Opportunities for Trusts and Estates under the Internal Revenue Code," Speaker, Philadelphia Tax Supper Club
Talks are based on material that is of specific educational value and benefit to the attendees.
If you are interested in a presentation to your group in the area of Estate Planning, Wills, Trusts, Business and Succession Planning, please contact Barbara at 719-963-2933
Throughout her career, Barbara has actively participated in professional conferences and chaired Committees dealing with specific Estate Planning issues/topics.
Since 2012: Barbara maintains a website with over 280 Articles under 150 Topics of general interest in Estate Planning; Trends; Process and legal issues.
November, 2011, "Uniform Estate Tax Apportionment Act," Trust & Estate Fall Update, CLE in Colorado, Inc. and co-sponsored by the Trust and Estate Section of the Colorado Bar Association, Denver, Colorado
May, 2011, "Tax and Legal Considerations and Opportunities in Succession Planning," Advising the Closely Held or Family Business, CLE in Colorado, Inc. and co-sponsored by the Trust and Estate Section of the Colorado Bar Association, Denver, Colorado
February, 2009, "Using Trust Protectors to Accomplish a Settlor's Objectives," Trust Officers' Association, Denver, Colorado
November, 2008, "Estate Planning Strategies & Asset Protection Designs For Clients in High Risk Business Operations," co-presenter, Celesq Live Webcast
October, 2008, "Learn to Navigate Through Asset Protection," Alexander Capital/CoBiz Financial, Englewood, Colorado
February 7, 2008, "Business Succession Planning," Continuing Legal Education in Colorado, Inc.
June 14-16, 2007, "Who Gets the Widgets When You're Gone? Planned and Unplanned Business Succession," co-presenter, 2007 Estate Planning Retreat, Colorado Bar Association Continuing Legal Education Program
April 12-13, 2007, "Estate Planning with Trusts," Citigroup Family Wealth Symposium (Denver and Colorado Springs Presentations)
September 14, 2006, "Estate Planning for Blended Families," Financial Planning Association Symposium
May 4, 2006, "Business Succession Planning: Advanced Topics, Using GRATs (Grantor Retained Annuity Trusts) and Sales to "Defective" Grantor Trusts," Colorado Bar Association Continuing Legal Education Program
March 29, 2006, "Current Edition + Proposed Amendments - Circular 230," Greater Denver Tax Counsel Association
November 11, 2005, "Ethics and Circular 230," 2005 Fall Estate Planning Update, Colorado Bar Association Continuing Legal Education Program
September 20, 2005, "Circular 230 and Estate Planning," Colorado Springs Estate Planning Council
June 9-12, 2005, "Recent Developments - Annual Update (May 2004-April 2005)," 2005 Estate Planning Retreat, Colorado Bar Association Continuing Legal Education Program (Speaker and Author of materials)
December 3, 2003, "Business Planning using Charitable Trusts & Private Foundations," Colorado Society of Certified Public Accountants, Colorado Springs Chapter
October 23, 2003, "Your Equity Interest: Legal, Valuation and Tax Issues in Common Exit Strategies," The 2003 Colorado Springs Business Symposium
September 2, 2003, "A Potpourri of Estate Planning Issues in Marriage and Marital Dissolution," El Paso County Bar Association, Family Law Section Continuing Legal Education
August 14, 2003, "Charitable Remainder and Charitable Lead Trusts," Sterling Education Services, LLC, Colorado Springs, Colorado
June 6, 2003, "Wealth Transfer Planning," Third Annual Merrill Lynch CPA Golf & Continuing Education Symposium, Colorado Springs, Colorado
Summer, 1996, Business Law 200, Instructor at the College of Business and Administration, University of Colorado at Colorado Springs
February, 1995, "Gifts in Trust," Speaker, Institute of Certified Financial Planners, Philadelphia, Pennsylvania
January, 1995, "Fundamentals of Preparing the Fiduciary and the Decedent's Final Income Tax Returns - Preparing the PA-41 Fiduciary Income Tax Return," Speaker, Pennsylvania Bar Institute Continuing Legal Education Program
July, 1994, "Business Continuation/Succession Planning," Program to Certified Public Accountants
October, 1993, "Fundamentals of Estate Planning - Lifetime Gifts and Use of Life Insurance," Speaker, Pennsylvania Bar Institute Continuing Legal Education
January, 1993, "Fundamentals of Estate Administration - Non-Probate Issues," Speaker, Pennsylvania Bar Institute Continuing Legal Education
November, 1992, "Fundamentals of Estate Administration - Non-Probate Issues," Speaker, Pennsylvania Bar Institute Continuing Legal Education
April, 1990, "Planning Opportunities for Trusts and Estates under the Internal Revenue Code," Speaker, Philadelphia Tax Supper Club