Travis H. Perry, Manager & Member

TRAVIS H. PERRY, LLM, JD, MBA

Attorney and Counselor at Law

Curriculum Vitae

EDUCATION:

University of Denver Graduate Tax Program, Denver, CO

LLM (Taxation), August 1999                    

Wake Forest University School of Law, Winston-Salem, NC

JD, May 1998                           Estate Planning and Taxation Emphasis

Western Michigan University, Kalamazoo, MI

MBA, August 1993                  Economics Concentration         

BBA, June 1992                      Finance Major                                                                                                                  

General Business and Philosophy Minors

Member, WealthCounsel, LLC, a national collaborative of estate planning attorneys developing and sharing state of the art estate tax planning techniques and processes.

Founding Member, WealthCounsel Advisors Forum, a national collaboration of attorneys, CPA's, financial, insurance and other professional advisors seeking to use the best legal, accounting and financial tools available to maximize client satisfaction.
 

PROFESSIONAL LICENSE:

License to Practice Law, State of Colorado, can appear in all courts of record in Colorado as of October 25, 1999.

PROFESSIONAL EXPERIENCE:

• Estate, business and tax planning law firm.
• Creating estate plans from simple wills to probate and estate tax avoidance.
• Estate and Trust Administration.
• Asset protection planning.
• Medicaid Planning and Qualification
• Business choice of entity & formation, transactions, sale and succession planning.
• Income Tax Planning and Preparation.
• Real Estate.

Attorney & Shareholder in Turner & Perry, P.C., Grand Junction, CO (01/01/12 - 12-22-17)

• Estate, business and tax planning law firm.
• Creating estate plans from simple wills to probate and estate tax avoidance.
• Estate and Trust Administration.
• Asset protection planning.
• Medicaid Planning and Qualification
• Business choice of entity & formation, transactions, sale and succession planning.
• Income Tax Planning and Preparation.
• Real Estate.

Associate with David J. Turner, P.C., Grand Junction, CO (08/01/09 - 12/31/11)

• Established estate, business and tax planning law firm.
• Creating estate plans from simple wills to probate and estate tax avoidance.
• Asset protection planning.
• Medicaid Planning and Qualification
• Business choice of entity, formation, operations, sale and succession planning.
• Income Tax Planning and Preparation.

President and owner of Travis Holmes Perry, P.C., Grand Junction, CO (07/01/05 - 07/31/09)

• Established estate, business and tax planning law firm.
• Creating estate plans from simple wills to probate and estate tax avoidance.
• Asset protection planning.
• Medicaid Planning and Qualification
• Business choice of entity, formation, operations, sale and succession planning.
• Audit representation, and negotiating and corresponding with IRS and CO DOR.

Tax Senior, Dalby, Wendland & Co., P.C., Glenwood Springs, CO (08/06/01-07/01/05).

• Preparation and supervision of estate, fiduciary, gift, individual and partnership tax returns.
• Research, writing memorandums, articles, client letters and firm positions.
• Experience negotiating and dealing with the IRS and Colorado Department of Revenue.
• Established a quarterly Estate Planning Roundtable Meeting with local attorneys.
• Estate and tax planning.
• Communicating with clients and other professionals on sophisticated tax topics.

Deputy District Attorney for Mesa County, Grand Junction, CO (1/10/00-7/2001).

• Head County Court DA after one year of experience.
• Tried over 20 jury trials and 12 trials to the court, second chaired two District Court cases.
• Prodigious experience in drafting motions, notices, memos and letters of communication.
• Management of a heavy caseload.
• Proved and established skills at effective time management and organization.
• Developed communication skills to deal with people from different backgrounds.

Joseph H. Thibodeau, P.C., Denver ,CO (9/99 - 11/99).

• Contract work in the areas of tax litigation, and tax controversy.
• Appellate level research in Federal Tax cases.

Wachovia Bank, N.A., Trust Department, Winston Salem, NC (6/97 - 4/98).

• Research and memorandum drafting in support of Trust Officers regarding Trust and Fiduciary responsibility and taxation issues.
• Trust accounting and account management.

PUBLICATIONS

Estate and Legacy Planning, March 2008 Volume 22 No. 3 of the Beacon, P.O. Box 3895, Grand Junction, CO 81502.

PRESENTATIONS

• Estate Planning Essentials.  Presented course on basic estate planning, asset protection planning, and Medicaid planning to potential clients from January 18, 2007 through January 17, 2008 for a total of 25 times in Grand Junction, CO.
• Understanding and Solving the Income and Estate Tax Issues of IRAs and Qualified Plans.  Presented on December 7, 2006 to CPA's in Grand Junction, CO.
• Basic Concepts of Liability, Judicious Use of LLC's and Corporations, Nevada Series LLC's, and the Close Wyoming LLC.  Presented with J. Stephen Gammill, LLC to CPA's and bankers on June 21, 2006, in Grand Junction, CO.
• § 121 Home Sale Exclusion Update and Coordination with § 1031 Exchanges per Rev. Proc. 2005-14.  Presented to Dalby, Wendland & Co., P.C. on June 8, 2005.

Approximately a dozen presentations to CPA's at Dalby, Wendland & Co., P.C. during my employment there with topics ranging from Offers in Compromise, Fiduciary Concepts and the Taxation of Trusts and Estates, Gift Tax Preparation, Colorado Conservation Easement Tax Credits, and others.

I wrote quarterly articles on estate planning for the firm's monthly newsletter during my employment at Dalby, Wendland & Co.  I also established a quarterly meeting of attorneys to discuss cutting edge estate planning techniques, case law and legislative changes while at Dalby, Wendland & Co., P.C.

OTHER NOTEABLES:

• Board of Directors for the Colorado Mesa University Foundation from July 2009 through June 2015.  President July 2012 through June 2013 (http://www.coloradomesa.edu/foundation/index.html).
• Grand Junction Lions Club (http://gjlions.com/).
• Member of Shotokan Karate of America Black Belt Council and avid practitioner of Karate (http://grandjunction.ska.org/).
• Coached Youth Flag Football in 2010 and 2011, T-ball from 2012 through 2015, and was a Tiger Den Leader for Pack 318 in 2014 and 2015.
• Knights of Columbus, Financial Secretary, Glenwood Springs, CO Council #2308 from December 2, 2003 through September 16, 2006.
• Vice President, Chairman of Membership Committee and Visitor Host of Business Networking International Mesa Chapter, Grand Junction, CO from March 2006 through September 30, 2006.
• Outdoor enthusiast including hiking, camping, snowboarding and mountain biking.
• 1999 DU Intramural Softball Championship Team.
• Externship with the Honorable William Z. Wood, Superior Court Judge, 21st Judicial District, Forsyth County, in Winston Salem, NC from June 1996 through August 1996.  Research and memorandum drafting concerning criminal and civil law issues.
• Founding Member of the Western Michigan University Lacrosse Club (1989 - 1990).