She has particular experience with irrevocable life insurance trusts, defective grantor trusts, and grantor retained annuity trusts. She also helps clients form and fund limited liability companies, limited partnerships, and other entities to achieve both their tax and business succession planning goals.
As a former Certified Public Accountant, Chelsea brings a unique perspective to her clients’ tax needs. By combining her extensive legal know-how with her past auditing and accounting experience for businesses ranging from start-ups to Fortune 500 companies, she crafts practical solutions to her clients’ varied issues.
About Us: We strive to lead our profession by giving the highest level of service and loyalty to our clients and by forging a team—lawyers, paralegals, staff, and other professionals—whose work is infused with our values. Joe Holland and Steve Hart were highly trained lawyers who just so happened to also be Rocky Mountain climbers. 70 years ago, they came together to build a firm. Their philosophy was simple: keep going up, and if you get stuck, there is always another route to the top. This is where the spirit of the firm’s pioneering and innovation began.