Klaralee R. Charlton

Partner

Klaralee Charlton Headshot

Biography

Klaralee R. Charlton is an estate and tax attorney at 3i Law working with clients to effectively plan for the future transfer of assets and efficiently administer assets post-death. She works with clients to visualize their estate planning goals while capturing opportunities to mitigate risk, administrative burdens and unnecessary tax liability. After a death, Klaralee works alongside family members to accomplish necessary transfers and ensure reporting obligations are met. Klaralee also partners with legal and accounting professionals on case strategies to minimize tax liability and meet reporting requirements. She is a frequent speaker on the topics of estate and fiduciary income tax and is an adjunct professor in the University of Denver, Graduate Tax Program. In her free time, she enjoys walking her three silky terriers and watching classic Frasier episodes.

Representative Experiences
  • Experienced tax preparer since 2007 focusing on the intersection of estate and trust income tax returns with the individual beneficiaries’ tax liabilities
  • Represent clients throughout the estate administration process, including probate, trust management, asset transfers, and professional fiduciary services
  • Advise clients on estate planning including powers of attorney, wills, trusts, and family partnerships
  • Represent clients in charitable planning using trusts and foundations
  • Represent clients on guardianship and conservatorship matters for minors and incapacitated individuals
  • Counsel clients on marital agreements to protect family assets and set future expectations
  • Represent clients in real estate purchase and sale agreements, ongoing ownership agreements, and lease agreements
  • Advise corporate clients on business creation, management, and succession planning
  • Conduct fiduciary income tax analysis and preparation (Form 1041)
  • Conduct estate and gift tax analysis and preparation (Forms 709 and 706)
  • Colorado Bar Association
  • Denver Bar Association
  • Frequent presenter for CCH Wolters Kluwer and CPE4U Colorado (2017-Present).
    Representative topics include:
    – Foundations of Form 1041, Form 706 and Form 709
    – Basics of Fiduciary Accounting
    – Taxation of the Family Home
    – Estate Administration for Tax Practitioners
    – Preparation of State Level Estate Tax Returns
    – Planning for the Death of the Majority Shareholder
    – Fiduciary and Estate Tax Issues for Foreign Beneficiaries
    – Preparing Form 8971 & Basis Consistency
    – Funding the Marital Share
  • Adjunct Professor, University of Denver, Graduate Tax Program

Contact

Areas of Expertise

Education

University of Denver, Graduate Tax Program
(L.L.M. 2013)

University of Utah, SJ Quinney College of Law
(J.D. 2011)

Bryn Mawr College
(B.A. 2009)

Bar Admissions

Colorado, Montana

Court Admissions

Colorado Supreme Court

Montana Supreme Court

US Tax Court

Representative Experiences
  • Experienced tax preparer since 2007 focusing on the intersection of estate and trust income tax returns with the individual beneficiaries’ tax liabilities
  • Represent clients throughout the estate administration process, including probate, trust management, asset transfers, and professional fiduciary services
  • Advise clients on estate planning including powers of attorney, wills, trusts, and family partnerships
  • Represent clients in charitable planning using trusts and foundations
  • Represent clients on guardianship and conservatorship matters for minors and incapacitated individuals
  • Counsel clients on marital agreements to protect family assets and set future expectations
  • Represent clients in real estate purchase and sale agreements, ongoing ownership agreements, and lease agreements
  • Advise corporate clients on business creation, management, and succession planning
  • Conduct fiduciary income tax analysis and preparation (Form 1041)
  • Conduct estate and gift tax analysis and preparation (Forms 709 and 706)
  • Colorado Bar Association
  • Denver Bar Association
  • Frequent presenter for CCH Wolters Kluwer and CPE4U Colorado (2017-Present).
    Representative topics include:
    – Foundations of Form 1041, Form 706 and Form 709
    – Basics of Fiduciary Accounting
    – Taxation of the Family Home
    – Estate Administration for Tax Practitioners
    – Preparation of State Level Estate Tax Returns
    – Planning for the Death of the Majority Shareholder
    – Fiduciary and Estate Tax Issues for Foreign Beneficiaries
    – Preparing Form 8971 & Basis Consistency
    – Funding the Marital Share
  • Adjunct Professor, University of Denver, Graduate Tax Program

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