Practice Expertise

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Areas of Practice

  • Tax, Benefits and Estate Planning
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WSG Practice Industries

Profile

Dylan Metzner is a Shareholder in the Firm’s Denver office and a member of the Tax, Benefits and Estate Planning practice group. Mr. Metzner measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including individuals with High Net Worth (“HNW”) and Ultra High Net Worth (“UHNW) estates, corporate executives, closely held business owners, and professionals. He counsels individuals and families throughout the United States and internationally with their tax, estate and private wealth planning needs, guiding them through the maze of laws and practical considerations, moving each client closer to achieving goals and resolving outstanding issues.

The true value in estate planning is twofold: mitigate taxes and manage legal and legacy concerns in complex family dynamics. Dylan focuses on designing plans that put the client’s values and goals first. He gets to know each of his clients, putting their priorities in order and developing plans that preserve wealth through legal structures and innovative strategies.  Dylan helps clients efficiently transfer their property and reduce the risk of tax consequences, family conflict and litigation.

Dylan advises clients on tax-advantaged entity structures, including family limited partnerships and limited liability companies, dynasty trusts, trusts structured to hold inherited qualified plans such as IRAs and 401K, split-interest trusts, grantor trusts, and life insurance trusts. Clients come to him for a myriad of business planning issues including choice of entity selection, maintenance and business succession planning. In addition, he regularly represents family members, fiduciaries (individual and corporate), and beneficiaries in resolving estate and trust-related disputes, including breach of fiduciary duty disputes and contested guardianships and conservatorships.

Awards and Honors

  • Super Lawyers®,(2024).
  • Super Lawyers® Rising Stars,(2014-2022).
  • Best Lawyers® in America – Trusts and Estates, (2024).
  • Finalist for the American Bar Association’s Taxation Section Student Law Tax Challenge.

Professional Involvement

  • Trust and Estate Section of the Colorado Bar Association
    • Chair of the Executive Council 2024/2025
    • Vice Chair of the Executive Council 2023/2024
    • Chair of the Continuing Legal Education Committee 2023/2024
    • Chair Statutory Revisions Committee of Trust and Estate Section 2021/2022
    • Co-Chair Statutory Revisions Committee of Trust and Estate Section 2020/2021
    • Served on the committee that drafted C.R.S. § 15-16-801 et seq.– The Colorado Uniform Directed Trust Act
  • Rocky Mountain Estate Planning Council

Bar Admissions

  • Colorado

Areas of Practice

  • Tax, Benefits and Estate Planning

Professional Career



Articles

  • The Optimized CLAT: A Compelling Income Tax Deduction Vehicle Hiding in Plain Sight
  • Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act
  • The Durable Power of Attorney: Defining the Agent’s Duties

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