COLORADO FINANCIAL SOLUTIONS, INC.

CONNECT

Address:

6834 S. University Blvd., # 470
Centennial, CO 80122

Phone:

Richard:

303-220-8744(B)

303-378-1558(C)

Barbara:

303-850-7308(B)

303-618-4982(C)

Fax/Other:

720-529-8831

Daniel C. Doherty, J.D., LL.M.

Daniel C. Doherty, J.D., LL.M.

Estate & Trust Law

WELCOME TO THE DOHERTY LAW OFFICE

We provide comprehensive legal advice to individuals and companies in Longmont and the surrounding communities of Boulder County.

Our firm concentrates its practice on taxation, estate planning and business planning. Attorney Doherty has a Master of Laws in taxation and extensive experience to help clients understand and evaluate tax implications of different estate and business planning strategies.

About Dan Doherty

Daniel C. Doherty, J.D., LL.M., principal of Doherty Law Office, has been practicing law for almost 30 years and is one of the top Estate Planning Attorneys and Wealth Managers in Denver. He understands the legal nuances and details of starting a business, and has a keen understanding of the sensitivities and needs of families engaged in life planning. He has developed expertise in legal aspects of business formation and organization, business and commercial law, contracts, asset protection and business succession planning.

He also applies his depth of expertise in personal trusts, wills, probate and estate administration. For sound and comprehensive estate planning, estate and trust administration, and business planning counsel in Colorado, contact our office, which is located on Main Street in downtown Longmont. We provide a free one-hour consultation to all new clients. We also offer flexible hours by appointment, and accept all major credit cards.

Credentials

PRINCIPAL: DANIEL C. DOHERTY, P.C. - Longmont, Colorado - July 1998 to Present

Concentration in estate, gift and income tax law and the law of wills, trusts and estates.
Provide complex estate, gift and income tax planning for an expanding personal client base; create wills, trusts, documents of incorporation, partnership agreements and limited liability company operating agreements; counsel clients in estate administration and guardianship matters. Represent taxpayers before the Internal Revenue Service's Examination, Appellate and Collection Divisions, and District Counsel's Office. Represent clients before City/County District Courts regarding estate administration matters, and before the United States Tax Court, Federal District Court , and Courts of Appeal regarding federal tax matters.

If our office is not located where the client is located, we will arrange to meet with them at a mutually convenient location. Our clients are located primarily in Colorado (e.g., The law office of Daniel C. Doherty, P.C., in Longmont, represents clients throughout northern Colorado, including the communities of Longmont, Boulder, Denver, Broomfield, Lafayette, Louisville, Loveland, Ft Collins, Erie, Windsor, Superior, Lyons, Westminster, Brighton, Arvada, Wheat Ridge, Thornton, Golden, Lakewood, Littleton, Englewood, Aurora and Evergreen; and in Boulder County, Douglas County, Denver County, Jefferson County, Arapahoe County, Adams County, Grand County, Larimer County and Weld County). In addition, we also have represented clients throughout the United States, from Maine to Hawaii, from Alaska to Florida.
Classes/Seminars Taught

"Wealth Transfer Planning, American Society of Women Accountants," Feb. 20, 1996; "Practice Management" seminar, Phoenix Home Life Insurance Co., Sept. 24, 1995; "The Proper Use of an 'ILIT'," Aurora Association of Life Underwriters, Dec. 18, 1996; "Basic Issues in Estate Planning and Administration," Arlington County Bar Association Continuing Legal Education Committee, Feb. 27, 1991.

Past Employment Positions

Botts & Doherty, LLC, Managing Member, August 15, 1995 - June 30, 1998 Holland & Hart, Associate Attorney, January 24, 1994 - August 14, 1995 Manning & Murray, P.C., Associate Attorney, August 25, 1990 - December 28, 1993 United States Tax Court - Hon. William M. Fay, Attorney Advisor, May 4, 1988 - August 20, 1990 Thibodeau & Moats, P.C., Associate Attorney, August 20, 1987 - April 30, 1988

Phone (303) 532-2880
Fax (303) 532-2990
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck