 | Horen, Lockwood & Masters, LLP | | | | | Suite 1700, 1050 17th Street
Denver, Colorado 80265 View Map |
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| | | | Practice Areas: | | Asset Protection, Business Estate Planning, Business Enterprises, Business Planning, Real Estate, Small Business Law, Prenuptials, Nonprofit and Charitable Organizations, Family Partnerships, Medicaid Planning, ERISA, Wills and Probate, Trusts and Estates, Guardianship, Conservatorship, Estate Planning and Retirement Benefit Plans. | | | | Firm Profile: | | Over Four Decades Assisting Our Clients in Business and Personal Needs. | | | | Firm Size: 6 | | | | Reference: | | Wells Fargo Bank Colorado, N.A. | | | | Robert P. Horen (Partner) born Denver, Colorado, July 20, 1943; admitted to bar, 1968, Colorado; 1969, U.S. Court of Military Appeals; 1974, U.S. Supreme Court; 1981, U.S. Tax Court. Education: University of Colorado (B.A., 1965); University of Denver (J.D., 1968). Phi Alpha Delta. Lecturer, Numerous lay and professional organizations. Member: Denver Estate Planning Council, 1978—; Accredited Estate Planner, National Association of Estate Planners and Councils, 1994—; Highlands Lodge, #86, A. F. & A. M., 1995—; Chaplain, 1996-2001; Denver Scottish Rite Bodies, 1996—; Presiding Officer, 2005/ 33°, 2005; El Jebel Shrine, 1996—; York Rite Bodies, 1997—. Member: Denver, The Colorado and American Bar Associations. [Capt., USMC, JAGC, 1968-1971]. | | | | David L. Lockwood (Partner) born Waukegan, Illinois, February 2, 1949; admitted to bar, 1973, Texas; 1975, U.S. Tax Court; 1982, Colorado. Education: University of Kansas (B.A., 1971); University of Houston (J.D., cum laude, 1973); New York University (LL.M. in Taxation, 1979). Recipient, American Jurisprudence Awards in Trusts and Estates and Constitutional Law. Author: "Attorney's Fees Awards in Tax Proceedings," 11 Colorado Lawyer 2121, 1982; "Estate Planning-Colorado Practice," Krendl (West), 1982; "Passive Activity Losses," 2 J. of Financial Plan. 63, 1989; "Asset Protection Planning: Why it Works," CCH Financial and Estate Planning; "Alaska, Delaware and Other Domestic Trusts as Planning Tools," Asset Protection Journal, Summer 1999; "U.S. Domestic Trusts as Asset Protection Planning Tools: An Oxymoron," American Bar Association Compendium. Co-Author: "The Asset Protection Planning Guide: A State-of-the-Art Approach to Integrated Estate Planning,"(630 page treatise published by Commerce Clearing House in 2000); "Asset Protection Planning," Worcester Medical Journal; "Ten Common Misconceptions Regarding Offshore Asset Protection Planning," Colorado Bar Association Trust and Estates Section Council Notes, March 2005; Assistant and Associate Professor of Law, University of Denver, 1978-1984. Visiting Professor of Law, University of Oklahoma, 1985-1987. Adjunct Professor of Law, University of Denver, 1988-1995. Fellow: Esperti-Peterson Institute. Member: Denver and Colorado (Member, Executive Council, Tax Section, 1987-1990) Bar Associations; State Bar of Texas; National Network of Estate Planning Attorneys. Practice Areas: Asset Protection Planning; Estate Planning; Taxation; Estate Administration. | | | | Mark D. Masters (Partner) born Denver, Colorado, May 18, 1957; admitted to bar, 1983, Colorado. Education: University of Colorado at Boulder (B.A., 1979); Washburn University (J.D., 1982). Phi Alpha Delta. Recipient, Doyle Award for outstanding contributions to CLE. Editor: Colorado Will and Estate Planner, Bradford Publishing; Chapter: "Inter-Vivos Gifts," Colorado Estate Planning Handbook, 5th Ed.; "Subtle Screwups: Twenty-six Ways to Sabotage an Irrevocable Life Insurance Trust," The Colorado Lawyer, Vol. 27, No. 1 (1998); "Bequest of Life: Organ and Tissue Donation as Part of a Thorough Estate Plan," The Colorado Lawyer, Vol. 25, No. 4 (1996). Adjunct Faculty, Paralegal Studies, Arapahoe Community College, 1998—. Fellow: Colorado Bar Foundation. Member: The Colorado Bar Association (Member, Trust and Estate Section; Section Chair, 2003-2004; Taxation Section). Practice Areas: Estate Planning; Estate Administration; Business Planning; Transfer Tax. | | | | —————————— | | | | Michelle Barnes Rubin (Associate) born Pullman, Washington, August 16, 1968; admitted to bar, 1994, Colorado. Education: University of Colorado (B.S., 1990); University of Arizona (J.D., 1994). Secretary, Iris Foundation Annual Colorado Book and Author Dinner, 2000—. Member: Colorado and American Bar Associations. Practice Areas: Estate Planning; Business Planning; Tax Planning; Trust Administration; Estate Administration; Guardianship; Conservatorship; Business Law; Corporate Law. | | | | OF COUNSEL | | | | Peter M. Miterko (Of Counsel) born July 21, 1953; admitted to bar, 1978, Connecticut and U.S. District Court, District of Connecticut; 1979, U.S. Tax Court and U.S. Claims Court; 1984, Colorado. Education: Brown University (A.B., with honors, 1975); University of Connecticut School of Law (J.D., 1978); New York University School of Law (LL.M., 1981). Member: Colorado and American (Member, Section of Taxation) Bar Associations. Practice Areas: ERISA; Executive Compensation; Pension and Profit Sharing Plans. | | | | Arlen L. Brammer (Of Counsel) born Aberdeen, South Dakota, May 25, 1960; admitted to bar, 1984, South Dakota; 1991, Colorado. Education: Northern State College; University of Minnesota (B.S. in Business Administration, 1981); University of South Dakota (J.D., 1984); University of Denver (LL.M. in Taxation, 1990). Member: Arapahoe County, Colorado and American Bar Associations; State Bar of South Dakota. Practice Areas: Executive Compensation; Qualified Plans; Health and Welfare; ERISA Litigation. | | | | Ling Lam (Of Counsel) born New York, New York, September 25, 1970; admitted to bar, 1996, New York; 1997, Colorado. Education: New York University (B.A., 1991); St. John's School of Law (J.D., 1995). Co-Founder (1998) and Executive Director (2006-2007), Estate Planning Council of Southeast Denver. Member, Board of Directors, Women's Estate Planning Council (2003-2004). Legal Advisor, Douglas County Adult Protective Services. Member: Douglas-Elbert County and Colorado Bar Associations; Alliance of Professional Women. |
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