HOW TO PREVENT POSSIBLE DISPUTES? HOW TO PROTECT LLC's OR REAL ESTATE HOLDINGS? HOW TO PROTECT YOUR SPOUSE? HOW BEST TO ASSIST A CERTAIN CHILD? HOW TO CHOOSE THE BEST FIDUCIARIES?
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.
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.
