Samantha M. White

Partner

Denver
T +1.303.764.4054
F +1.303.861.7805

Overview

Samantha White practices in the area of private wealth and tax planning. She counsels individuals, high-net-worth families and closely held businesses concentrating in the areas of tax-advantaged trusts, business succession planning, estate administration and charitable giving. She assists closely held businesses with formation and operational issues, and advises tax-exempt organizations with respect to obtaining tax-exempt status, ongoing compliance issues and the fiduciary obligations of directors and officers.

Samantha is a contributing author to the chapters on wills, estate planning, estate administration and trusts in Colorado Methods of Practice and is a co-author of "Allocating Estate and Generation-Skipping Transfer Taxes" in the Colorado Estate Planning Handbook. She is a frequent presenter at the Annual Institute for Advising Nonprofit Organizations on topics concerning private foundations, public charities and unrelated business income tax.

Select Experience

  • Represents high-net-worth families in personal wealth planning, including gifting programs to transfer wealth to multiple generations in a tax-efficient manner.
  • Advised a high-profile, nonprofit organization facing revocation of exemption in maintaining tax-exempt status through mediation with the IRS.
  • Advised a multimillion-dollar foreign estate with respect to transfer of U.S. holdings and tax issues applying U.S. income and estate tax treaties.
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Experience

  • Represents high-net-worth families in personal wealth planning, including gifting programs to transfer wealth to multiple generations in a tax-efficient manner.
  • Advised a high-profile, nonprofit organization facing revocation of exemption in maintaining tax-exempt status through mediation with the IRS.
  • Advised a multimillion-dollar foreign estate with respect to transfer of U.S. holdings and tax issues applying U.S. income and estate tax treaties.

Recognitions and Memberships

Recognitions

  • Chamber HNW: Private Wealth Law in Colorado (2017)
  • Colorado Super Lawyer "Rising Star" in Tax Law (2012 to 2015, 2017)

Memberships

  • American Bar Association
  • Colorado Bar Association

News

Press Releases

Admissions

  • U.S. Tax Court
  • Colorado, 2007

Education

  • LL.M., University of Denver, 2007, Graduate Tax Program
  • J.D., University of Denver Sturm College of Law, 2007, Order of St. Ives
  • B.S., University of Wyoming, 2003, cum laude