CONTENTIOUS FAMILY MEMBERS? EXTENSIVE PROPERTIES AT YOUR DEATH? SECOND SPOUSES TEMPTED TO FAVOR THEIR CHILDREN? CLOSELY-HELD BUSINESS INTERESTS AT YOUR DEATH? ENTITLED CHILDREN?
the experts IN COMPLEX ESTATE PLANNING
For over 31 years we have engaged in Utah Courts with the most complex personalities perpetrating the most hostile inheritance conflicts. This means that in our estate planning we know how to ensure that complex personalities will not destroy your objectives or decimate your assets.
We specialize in complex estate planning—protecting you, your assets, and your family in every conceivable situation.
We specialize in complex estate planning—protecting you, your assets, and your family in every conceivable situation.
EXPERIENCED
31 years Protecting Clients From Inheritance Litigation
DEVOTED
Authors of Four Utah Statutes Protecting Inheritance Assets
FOCUSED
Authors of Utah's Only Inheritance Protection Arbitration Agreement
OUR EXPERIENCES
Why Clients Choose Us
For 31 years we have experienced the most confrontational inheritance disputes imaginable — disputes that have destroyed scores of estate plans. Our experience knowing how plans fail means we know first hand how to ensure your objectives and intentions will succeed. For Decades we have also engaged in high-end estate planning, saving our clients millions of dollars in estate taxes.
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Estate Plans Protecting Inheritance Intentions
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Inheritance Conflict Cases Litigated
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Inheritance Conflict Cases Won
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What We Have Saved Clients in Estate Taxes
OUR SERVICES
Legal Practice Areas
Estate Planning
- Trusts; Wills; Powers of Attorney;
- Utah Asset Protection Trusts and Irrevocable Trusts;
- Second-Marriage and Hostile Beneficiary Inheritance Planning;
- Charitable Organizations and Foundations;
- Complete Funding Work
Conflict Prevention
- 31 Years Specialized Experience Fighting
High-Intensity Inheritance Conflicts in Court;
- 31 Years Ensuring Our Clients' Inheritance Plans Work--In Every Conceivable Scenario;
- 31 Years Protecting Our Clients' Estate Plans From Hostile, Manipulative, and Scheming Individuals;
- We Are the State's Premier Attorneys Engaged in Protecting Our Clients' Inheritance Planning From Manipulation and Theft
Special Needs Planning
- Supplemental Needs Trusts;
- Detailed Powers of Attorney;
- Guardian and Conservatorship Petitions
Trust Administration
- Professional Trustees With Tens of Millions of Dollars Under Trust Administration
Business Planning
- Buy/Sell Agreements;
- LLCs and Detailed Operating Agreements for Estate Planning, Tax Savings, and Protection and Control
Estate and Trust Taxes
- Estate Tax Attorneys Eliminating or Minimizing the Death Tax, saving clients over $24.3 million in taxes;
- Preparation of Forms 706, 709, 1041, and 1065;
- One of the states few experts with extensive experience in preparing complex Form 706.
31
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Satisfied Clients
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Published Articles
OUR EDUCATIONAL VIDEO LIBRARY
WARNING!
The following phrase in your will does not work: “If my beneficiaries contest my will, they are disinherited and get $1.00 only.” Under Utah Law these cheap “no-contest clauses” do not work — they do not prevent contests and do not disinherit contestants (Utah Code § 75-3-905). See our videos titled “No Contest Clauses.” After 31 years in court dealing with complex personalities and their tactics, we know how to effectively manage these personalities, without resorting to cheap provisions that are inherently flawed.
