https://youtu.be/oBPO7RVFx3c

Founders

William C. Waller, Jr., Esquire

William C. Waller, Jr., Esquire

Founder

William C. Waller, Jr., (Bill) practiced law for more than 40 years in the Denver area and retired as a partner in the Denver office of Ryley, Carlock & Applewhite in 2018 before co-founding The Private Trust Consortium in 2020. Bill was lead counsel in countless cases tried at the state and federal level involving contested wills, trust and estate administration, and income and estate taxes. Many of Bill’s high-profile cases received coverage in media outlets such as “60 Minutes,” The New York Times, the Washington Post, and Newsweek. Bill’s expertise brought him to the U.S. Congress, to federal Circuit Courts of Appeal, and to the U.S. Supreme Court, typically related to the complexities and intricacies of trusts and their inevitable intersection with tax law. Bill is a proud graduate of the U.S. Air Force Academy and received a J.D. from The Cornell Law School.

Dennis E. Channer, CPA, CFP, AEP

Dennis E. Channer, CPA, CFP, AEP

Founder

Dennis E. Channer is a managing principal at the Denver-based Cornerstone Investment Advisors where he and his team deliver financial planning and wealth management services to a selection of high net worth clients. Previously, Dennis was Executive Vice President for Portfolio Management Consultants, Managing Director of Private Wealth Management and Chairman of Investors Independent Trust Company, and Managing Principal of Channer & Co. In each role, Dennis was closely involved with investment and wealth-transfer strategy, which brought him sustained and intimate familiarity with the construction and execution of private trusts. Dennis is a graduate of the Metropolitan State University of Denver. He is a Certified Public Accountant, Certified Financial Planner, and an Accredited Estate Planner.

Management Committee

William C. Waller, Jr., Esquire

William C. Waller, Jr., Esquire

Dennis E. Channer, CPA, CFP, AEP

Dennis E. Channer, CPA, CFP, AEP

Matthew T. Clarke, Esquire

Matthew T. Clarke, Esquire

William McManus, Esquire

William McManus, Esquire