Publications and Writings
Barbara Ann Dalvano engages in a variety of law related professional activities. She is often asked to make presentations to both lawyer and non-lawyer groups.
In addition, Barbara is the author of articles and technical training materials regarding trust, estate, tax and business related matters and maintains a website and blog featuring articles covering 150 Estate Planning topics.
Throughout her career, Barbara has actively participated in professional conferences and chaired Committees dealing with specific Estate Planning issues/topics including taxation and international estate planning.
In addition, Barbara is the author of articles and technical training materials regarding trust, estate, tax and business related matters and maintains a website and blog featuring articles covering 150 Estate Planning topics.
Throughout her career, Barbara has actively participated in professional conferences and chaired Committees dealing with specific Estate Planning issues/topics including taxation and international estate planning.
2021 - Barbara Ann again on the list of Super Lawyers.
The Super Lawyers is a prestigious group of lawyers who have attained peer recognition and professional achievement in the field of law.
The Super Lawyers is a prestigious group of lawyers who have attained peer recognition and professional achievement in the field of law.
2012 to present - Barbara Ann has published over 300 articles on 150 topics via her website and other media. She continued her commitment to clients and other attorneys in her field. Her ranking in Super Lawyers continued.
September, 2013, Barbara launched the new blog "Sticks and Mortar - Grounded in the Law" on her website. The blog carries articles of interest in the practice areas of Wills, Trusts, and Estate Planning. as well as philanthropy, taxation and contract law.
2012 - Barbara launched her website and blog with information about her practice areas, professional activities and relevant postings of interest to clients and professionals.
October 2013, "Advanced Estate Planning Techniques," co-author of Chapter 43 published in Colorado Estate Planning Handbook, Sixth Edition, a joint project of the Trust and Estate Section of the Colorado Bar Association and Continuing Legal Education in Colorado, Inc. Prepared revision of Chapter.
October 2012, "Advanced Estate Planning Techniques," co-author of Chapter 43 published in Colorado Estate Planning Handbook, Sixth Edition, a joint project of the Trust and Estate Section of the Colorado Bar Association and Continuing Legal Education in Colorado, Inc. Prepared revision of Chapter.
October 2010, "Advanced Estate Planning Techniques," co-author of Chapter 43 published in Colorado Estate Planning Handbook, Sixth Edition, a joint project of the Trust and Estate Section of the Colorado Bar Association and Continuing Legal Education in Colorado, Inc. Prepared revision of Chapter.
September, 2008, "Developments and Observations Regarding the Estate Planning Practice," Council Notes, a publication of the Colorado Bar Association Trust and Estate Section
November, 2007, "Plan Your Estate or State of Colorado Will Do It For You," The Denver Business Journal (November 30-December 6, 2007)
September, 2007, "Preserving Your Estate Through the Use of Selected Trusts," The Denver Business Journal (September 28-October 4, 2007)
September, 2007, "Family Business Owners Must Consider Noncompete and More," The Colorado Real Estate Journal (September 19-October 2, 2007)
September, 2007, "Unplanned Business Succession After the Death or Incapacity of the Business Owner," co-author, The Colorado Lawyer
January, 2006, "The 7 Habits of Highly Effective Grantor Trusts," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
January, 2006, "Marital Planning While the Rules are Changing: The Uses and Misuses of the Marital Deduction, QTIPS and Disclaimers," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
January, 2006, "More Marital Planning in an Era of Transfer Tax Law Uncertainty," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
January, 2006, "They Lived Happily Ever After and Other Family Business Fairy Tales: Non-Tax Issues that Paralyze Succession and Estate Planning," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
June, 2005, "Revised Circular 230 and the Estate Planning Practice," Council Notes, a publication of the Colorado Bar Association Trust and Estate Section
Other:
University of Richmond Law Review, Vol. 14, Issue 4 - The Questionable Validity of the Automatic Exemption of Attorneys from Jury Service. (PDF)
Estate Planning Strategies and Asset Protection Designs for Clients in High Risk Businesses. Edward D. Brown and Barbara Ann Dalvano (pdf) west legal ed center Program for CLE
If you would like a copy of any of these Publications and Writings, please let us know by using the Contact Form on this Website.
October 2012, "Advanced Estate Planning Techniques," co-author of Chapter 43 published in Colorado Estate Planning Handbook, Sixth Edition, a joint project of the Trust and Estate Section of the Colorado Bar Association and Continuing Legal Education in Colorado, Inc. Prepared revision of Chapter.
October 2010, "Advanced Estate Planning Techniques," co-author of Chapter 43 published in Colorado Estate Planning Handbook, Sixth Edition, a joint project of the Trust and Estate Section of the Colorado Bar Association and Continuing Legal Education in Colorado, Inc. Prepared revision of Chapter.
September, 2008, "Developments and Observations Regarding the Estate Planning Practice," Council Notes, a publication of the Colorado Bar Association Trust and Estate Section
November, 2007, "Plan Your Estate or State of Colorado Will Do It For You," The Denver Business Journal (November 30-December 6, 2007)
September, 2007, "Preserving Your Estate Through the Use of Selected Trusts," The Denver Business Journal (September 28-October 4, 2007)
September, 2007, "Family Business Owners Must Consider Noncompete and More," The Colorado Real Estate Journal (September 19-October 2, 2007)
September, 2007, "Unplanned Business Succession After the Death or Incapacity of the Business Owner," co-author, The Colorado Lawyer
January, 2006, "The 7 Habits of Highly Effective Grantor Trusts," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
January, 2006, "Marital Planning While the Rules are Changing: The Uses and Misuses of the Marital Deduction, QTIPS and Disclaimers," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
January, 2006, "More Marital Planning in an Era of Transfer Tax Law Uncertainty," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
January, 2006, "They Lived Happily Ever After and Other Family Business Fairy Tales: Non-Tax Issues that Paralyze Succession and Estate Planning," Reporter for 2006 Heckerling Estate Planning Institute, University of Miami School of Law, Miami, Florida
June, 2005, "Revised Circular 230 and the Estate Planning Practice," Council Notes, a publication of the Colorado Bar Association Trust and Estate Section
Other:
University of Richmond Law Review, Vol. 14, Issue 4 - The Questionable Validity of the Automatic Exemption of Attorneys from Jury Service. (PDF)
Estate Planning Strategies and Asset Protection Designs for Clients in High Risk Businesses. Edward D. Brown and Barbara Ann Dalvano (pdf) west legal ed center Program for CLE
If you would like a copy of any of these Publications and Writings, please let us know by using the Contact Form on this Website.