Utah's Complex
Estate Planning Experts

What Makes an Estate Complex?
    • Are you in a second marriage?
    • Do you have children with addictions or who are financially struggling?
    • Are your children angry or hostile towards you or their siblings?
    • Do you have controlling or demanding personalities in your family?
    • Any difficulties with the spouses of your children?
    • Do you have a child with special needs?
    • Do you own multiple properties, high-value corporations or business interests, or unique assets?
  • We Solve the Complex:
    Meet with us to find out why:
    • Separate trusts for couples are much more effective than joint trusts;
    • “No-Contest Clauses” fail under Utah law and do not prevent contests;
    • Arbitration Agreements are vastly superior to No-Contest Clauses;
    • Our 31 years in Utah Courts guarantees your planning will work, no matter how complex.


    31 years Protecting Clients From Inheritance Litigation


    Authors of Four Utah Statutes Protecting Inheritance Assets


    Authors of Utah's Only Inheritance Protection Arbitration Agreement


    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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    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.


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    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.