Randi M. Grassgreen
Practice Areas
Business Formation
Estate Planning
Marital & Premarital Agreements
Probate & Estate Administration
Trust Administration
Experience
Randi has provided advice in the areas of sophisticated estate, wealth transfer, income tax and philanthropic planning to high net worth individuals for the past twenty-five years. She also provides counsel to entrepreneurs and business owners in structuring entities for tax and asset protection purposes and provides guidance on trust structure and assesses choice of trust situs. Randi complements her practice by working with high-net-worth families sustain family wealth across generations and amplify impact through family governance best practices, next generation education and by serving in various advisory roles within their family structures. For the twelve years prior to joining HBC, Randi was a shareholder and Managing Director of Family Wealth Planning of Crestone Capital, a multi-family office headquartered in Boulder, and continues advising those families today. Prior to that, she was a partner of the boutique estate and tax planning firm Gelt, Paddison & Grassgreen, P.C. in Denver, as well as held various senior tax roles as a CPA at Ernst & Young, L.P.
Randi has taught several courses at the University of Colorado School of Law as an adjunct professor (2008 to present), most recently the Estate & Gift Tax Planning course. She has spoken on trust, tax and estate planning topics throughout Colorado.
When not advising clients or working with nonprofits, Randi enjoys hiking in the Colorado mountains with her husband from their cabin, attending film festivals and traveling internationally for scuba diving and cultural exploration.
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Randi served on the Board of Directors and as Treasurer for Social Venture Partners (SVP) Boulder County for six years (2013-2019); today she continues her involvement with SVP as Partner and member of its Board Development Resource Team. Randi currently serves on the Legal Committee for the Community Foundation Boulder County (2009 to present; former member of the Board of Trustees (2011-2013)) and on the Finance Committee of the Boulder JCC.
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Randi Grassgreen and D. Scott Robinson, presentation on Using Wealth Transfer (and other) Trusts to Accomplish Client Income Tax Opportunities; Colorado Bar Association Estate Planning Retreat 2019 and Boulder County Bar Association 2019
Randi Grassgreen and David Starbuck, presentation on Anything New with Estate Taxes? Of Course! Colorado Bar Association Estate Planning Retreat 2016
Randi Grassgreen and Jane Paddison, article on Court-Approved Trust Modifications – Binding Effect on IRS and Tax Consequences,” Colorado Lawyer, 2012
Randi Grassgreen and Jane Paddison, article “Trusts that Cry for Attention and an IRS That Doesn’t Always Listen,” Trusts & Estates, 2011
Randi Grassgreen and Jane Paddison, presentation “Disobedient Wealth Transfer Arrangements”; Colorado Bar Association Estate Planning Retreat; 2011
Randi Grassgreen, presentation on Unwinding “Bad” Estate Planning and Tax Transactions; Community Foundation; 2010
Randi Grassgreen, presentation on Hot Tax Issues for the Business Attorney; 10th Annual Business Law Institute; Colorado Bar Association; 2009
Presenter, November, 2011: Gifts of Interests in Family Partnerships and LLCs Do they Qualify for the Annual Gift Tax Exclusion, Boulder County Bar Association
Randi Grassgreen, presentation on Issues that Arise Upon the Death of a Majority Owner in a Closely Held/ Family Business; Colorado Bar Association; 2008
Randi Grassgreen, presentation on Planning and Drafting Trusts in Light of Colorado’s New Rule Against Perpetuities Statute; Colorado Bar Association 2007 and Boulder County Bar Association 2007
Randi Grassgreen, presentation on Estate Planning Considerations for Estate, Gift and Generation Skipping Transfer Tax Purposes under the Economic Growth and Tax Relief Act of 2001; Centennial Estate Planning Council; 2001
Education
University of Colorado School of Law, J.D., 1998
University of North Carolina, Chapel Hill, Master of Taxation and B.S., 1992
Bar Admissions/ Clerkships
Colorado, 1998
Memberships / Awards
American Bar Association
Colorado Bar Association
Boulder County Bar Association
Rocky Mountain Estate Planning Council, Member
Denver Estate Planning Council, Member
Boulder County Estate Planning Council, Member
In the Media
