Heidi J. Gassman
Heidi uses her life experience to bring a practical and relatable approach to her estate planning practice. She advises clients on a wide variety of estate planning matters, including estate and trust administration and pre and post-marital agreements. Additionally, Heidi has experience with real property, business and entity formation and general consultation, and commercial leases and contracts.
Heidi is a member of the Orange Book Forms Committee and the Real Estate Title Standards Committee of the Colorado Bar Association. She has presented multiple seminars on estate planning and probate to businesses and social groups, and has also taught continuing education courses for legal and financial professionals on estate planning and probate, commercial contracts, copyright law, and business law. Heidi is licensed to practice in Colorado and Washington states, as well as multiple federal jurisdictions.
“I have worked as a wealth manager and financial advisor for over 20 years and have made it a part of my practice to provide technical expertise, sage advice, and compassionate understanding to my clients. In that time, I have worked with a number of legal professionals who have one or perhaps two of these traits. In working with Moye White, and specifically Heidi Gassman, I have finally found a firm and attorney who embraces this approach. My clients have provided nothing but glowing compliments and an appreciation for the professional and personalized attention they have receive at Moye White.” – Market Commentator
In her spare time, Heidi enjoys hiking, reading, and spending time with her family.
Education
- J.D., Seattle University
- B.A., University of Washington
Areas Of Practice
Thoughtful and careful preparation of estate plan documents is key to wealth preservation and transition. Proper implementation and diligent administration are equally critical.
Fennemore has one of the most robust estate and trust litigation practices in the Southwest and California.
Serving ultra-high net worth individuals, families, and their business concerns.
Our real estate practice is one of the largest in the American West, including Arizona, California, Colorado and Nevada with experience in all aspects of the real estate development process, from due diligence, acquisition and finance, through land use permitting and entitlements, to leasing and sale.
Our tax attorneys are committed to helping clients proactively structure their businesses, transactions, and estate plans in the most tax-efficient manner.
AWARDS AND HONORS
- Best Lawyers®: Real Estate Law and Trusts and Estates Law, 2022 – 2024
- Colorado Super Lawyer: Estate and Probate, 2024
- Law Week Colorado People’s Choice “Barrister’s Best” Trust & Estates Lawyer 2021
Articles and Presentations
- Co-Author, “Chapter 23, Testamentary Trusts,” Colorado Estate Planning Handbook: 2023 Updates, October 2023
- Quoted, “Qualified Charitable Distributions – Useful tools for professional advisors
,” The Denver Foundation, March 2023 - Author, “The New Corporate Transparency Act – What All Business Owners Need to Know
,” Law Week Colorado, December 2021 - Co-Author, “Proposed Changes to the Federal Tax Law and Their Potential Impact on Existing Estate Plans
,” Firm Blog, October 2021 - Author, “How President Biden’s tax proposal could impact businesses,” ColoradoBiz, September 2021
- Panelist, “Advising Clients on Charitable Gifts of Real Estate,” The Denver Foundation, February 2024
- Co-Presenter, “Oh, No, You Deedn’t – The Real State of Real Estate Fraud in Decedent Estates,” Colorado Bar Association Estate Planning Retreat, June 2023
- Presenter, “Real Estate and Wealth Transfer Planning,” Women’s Estate Planning Council, November 2022
- Co-Presenter, “Haunted Houses: The Intersection of Estates and Real Property,” El Paso County Bar Association – Probate Section Conference, November 2022
- Co-Presenter, “Current Landscape for Trustees,” 42nd Annual Estate Planning Retreat – CBA-CLE, June 2022
- Co-Presenter, “2021 Real Estate and Tax Discussion,” The Corundum Group Webinar, November 2021
- Presenter, “The Confluence of Trust and Estate and Real Estate Law and Practice,” 39th Annual Estate Planning Retreat – CBA-CLE, 2019
- Presenter, “The Spousal Elective Share,” Probate Boot Camp – NBI, 2019
- Presenter, “Probating Estates That Include a Business,” Probate Boot Camp – NBI, 2019
- Presenter, “Post-Mortem Planning, Trust Administration, and Tax Hurdles,” Probate Boot Camp – NBI, 2019
- Presenter, “Basic Tax Planning and Updates; Planning for Unmarried and Remarried Couples, Estate Planning from A to Z,” National Business Institute, 2018
- Panelist, “Top Tips and Tricks for Using Orange Book Forms, Orange Book Forms: Colorado Estate Planning Forms,” Colorado Bar Association CLE, 2017
- Presenter, “Probating Estates That Include a Business and Spousal Elective Share,” Probate Boot Camp, National Business Institute, 2015
- Presenter, “Dispute Resolution,” Construction Law for Public Projects – HalfMoon Education, 2014
- Presenter, “Contractual and Statutory Duties of Design Professionals and Contractors in Green Construction,” Construction Law Seminar – HalfMoon Education, 2013
- Presenter, “Design Ethics,” AIA Seattle Continuing Education Conference, 2f007
- Presenter, “Washington’s Condo Law – One Year Later,” AIA Seattle Continuing Education Conference, 2007
- Presenter, “Copyright Law for Design Professionals,” AIA Seattle Continuing Education Conference, 2006
Professional and Community Affiliations
- American Institute of Architects, Former Individual Allied Member; Former Co-Chair, Practice and Ethics Committee
- Colorado Bar Association Real Estate Law Section, Real Estate Title Standards Committee, Member
- Colorado Bar Association Trust & Estate Section, Former Chair of the Orange Book Committee
- Denver Bar Association
- King County Bar Association, Former Member, Former Volunteer Attorneys for Persons With AIDS/Volunteer Legal Services (2002-2012)
- Rocky Mountain Estate Planning Council
- The Denver Foundation’s Professional Advisory Council, Member
- Washington State Bar Association
- Washington State Department of Licensing, Former Certified Real Estate Instructor
- Yoga Behind Bars, Former Board of Directors
Admissions
- Colorado
- Washington
- U.S. Court of Appeals for the Ninth Circuit
- U.S. District Court – District of Colorado
- U.S. District Court – Eastern District of Washington
- U.S. District Court – Western District of Washington