Attorney

Heidi J.
Gassman

[She/Her/Hers]
Attorney
Heidi J. Gassman
Attorney

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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.


Publications and Articles

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
Moye White Blog, October 2021

Author
How President Biden’s tax proposal could impact businesses
ColoradoBiz, September 2021

Speaking Engagements and Presentations

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, 2007

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

Posts by Heidi J. Gassman