Curtis J. Bankers

Curt represents ultra-high-net-worth individuals, families, and family offices.

Curt partners with clients and their advisors 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.

• 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 inrestructuring 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 over $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 over 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.

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