VACATION HOME OR MULTIPLE PROPERTIES? SECOND MARRIAGE AND SECOND FAMILIES? FAMILY OR CLOSELY-HELD BUSINESS? A CONTENTIOUS FAMILY MEMBER? SPECIAL NEEDS CHILDREN OR GRANDCHILDREN? CHILDREN GETTING DIVORCED?
experts IN COMPLEX ESTATE PLANNING
Second marriages and second families mean complexity. Contentious personalities mean complexity. Potential divorces mean complexity. Vacation homes mean complexity. Family businesses mean complexity. Special needs children or grandchildren mean complexity.
We specialize in complex estate planning and especially in preventing potential high-conflict inheritance disputes.
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 litigation, all designed to destroy a person’s estate planning intentions. That experience means your intentions will be preserved. We have also engaged for decades in high-end estate planning, saving our clients millions of dollars 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
years experience
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 hostile personalities and their tactics, we know how to control these personalities in your estate planning from the beginning.
