Karen Lynn Brady

Karen Lynn Brady

Location:
Arvada, Colorado
Phone:
888-806-7304 (Toll Free)
303-835-1811
Fax:
303-424-2599
Email:

Karen practices in the areas of estate planning, business planning, business succession planning, and business growth counseling as the principal attorney of Karen Brady & Associates, P.C. in Arvada, Colorado. Karen’s focus on the client’s individual goals, hopes, and concerns allows her to assist clients in creating a unique and substantial legacy.

Karen is a cum laude graduate of Georgetown University, where she majored in philosophy and government. Karen is also a magna cum laude graduate of the University of Michigan Law School. There her favorite class was the clinical program, because she was helping real people with real problems. Upon graduation from law school, Karen’s excellent scholarship was recognized by membership in the Order of the Coif, an honorary scholastic society for the legal profession. Since law school, Karen has continued her legal education, and is now a certified Wealth Strategies Planner as recognized by the Esperti Peterson Wealth Strategies Institute. Karen is also a Master Advisor certified by the Sunbridge Network.

Karen has written several publications for Bradford Publishing, including Estate Planning and Taxation in Colorado, and is a contributor to the publications of the Society of Certified Senior Advisors. She is also a frequent guest lecturer for various organizations, including the Mi Casa Resource Center for Women, the Certified Financial Planner Board of Standards, Inc., the Financial Planning Association of Colorado, the Colorado Society of Enrolled Agents, and others.

Karen is a member of, and frequent teacher for, the National Network of Estate Planning Attorneys. She is a former board member of the Womens Estate Planning Council, and a current board member of the Colorado Estate Planning Education Council. She is also a member of the business section and trusts and estate sections of both the American Bar Association and the Colorado Bar Association. Karen is also a member of Wealthcounsel, a national organization of estate and business planning attorneys.

Recent courses taught by Karen include:

  • Tax Issues in the Purchase and Sale of a Business
  • Traps and Opportunities in Estate Planning
  • Splitting the Family Business
  • Business Entities - Corporations, LLCs, and others
  • Deferred Compensation - Retirement Plans, Phantom Stock Plans, Stock Options, Employee Purchase Plans, and more
  • Asset Protection Planning - Trusts, Family Limited Partnerships
  • The Role of Insurance, Corporations and Limited Liability Companies

Karen and her husband Derek live in Arvada with their two children, Aidan and Sinead.

Areas of Practice

  • Estate Planning - Wills, Trusts, Powers of Attorney, etc.
  • Business Organizations - Formation, Succession, etc.
  • Business Transactions - Contracts, Sales, Purchases
  • Probate & Estate Administration
  • Guardianships & Conservatorships

Litigation Percentage

  • 5% of Practice Devoted to Litigation

Certified Legal Specialties

  • Wealth Strategies Planner, Esperti Peterson Wealth Strategies Institute
  • Master Advisor, Sunbridge Network

Bar Admissions

  • Colorado, 1989
  • U.S. Court of Appeals 10th Circuit

Education

  • The University of Michigan Law School, Ann Arbor, Michigan
    • J.D. magna cum laude - 1988
    • Honors: Member, Order of the Coif
    • Honors: Honorary Scholastic Society for The Legal Profession
  • Georgetown University, Washington, District of Columbia
    • B.A. cum laude - 1985
    • Honors: Dean's List
    • Major: Government and Philosophy

Published Works

  • Your Legacy: Meaningful Estate Planning, Karen Brady, 2008
  • Colorado Estate Planning and Taxation, Bradford Legal Publishing, 2007
  • On Being an Executor: The Ins and Outs Revealed, CSA Journal 32, 2006
  • When It is Really Not About the Money: Some Personal Issues in Estate Planning, CSA Journal 25, 2004
  • Probate with a Will, Colorado Bradford Legal Publishing, 2002

Classes/Seminars

  • Splitting the Family Business, National Network Estate Planning Attorneys, 2008
  • Tips and Trends in Business and Estates, CPA Club, 2009
  • Issues in Estate Planning, National Association Insurance and Financial Advisors, 2008
  • Legacy Planning, Longmont Senior Center, 2005
  • Nuts and Bolts of Trusts, CFP Board of Standards, 2006
  • Caregiver's Seminar, Senior's Resource Center, 2007 - 2008
  • Estate Planning, LMC Community Foundation, 2004
  • Estate Planning, National Association of Family Wealth Counselors, 2003
  • Integrating Retirement Plans, Financial Planning Association - Colorado Chapter, 2001
  • Integrating Retirement Plans, Financial Planning Association - Colorado Chapter, 2004

Honors and Awards

  • Wealth Strategies Planner, by Esperti Peterson Wealth Strategies Institute

Professional Associations and Memberships

  • American Bar Association, Real Property, Property and Trusts, Member, 1997 - Present
  • Colorado Bar Association, Trusts and Estates, Member, 1990 - Present
  • National Network of Estate Planning Attorneys, Member, 2000 - Present
  • National Network of Estate Planning Attorneys, Member, Advisory Board, 2006 - 2008
  • Wealthcounsel, Member, 2005 - Present
  • Sunbridge Master Advisor, 2005 - Present
  • Esperti-Petersen Institute, Advanced Wealth Strategist Planner, 2002

Past Employment Positions

  • University of Denver Law School, Writing Instructor, 1992 - 1994
  • U.S. District Court, District of Colorado, Law Clerk, 1989 - 1991

Pro Bono Activities

  • MI CASA Resources Center, Denver, CO, 2005 - Present
  • Pomona Music Boosters, Arvada, CO, 2007 - Present

Ancillary Businesses

  • Business Coaching