Over the years, decisions from the U.S. Tax Court have developed guidelines for when family…
Informational Seminars
Because our attorneys have excellent public-speaking skills, they are in demand for seminars. Our attorneys have presented dozens of seminars sponored by: CPAs Tax Preparers Financial Planners Brokerages Bar Association Sections Civic Groups Church Groups Emergency...Estate/Gift/GST Tax
The impact of the federal estate, gift and generation-skipping tax must be evaluated with every estate plan. Due to the ever-changing tax law, seasoned professionals are needed. Here is a brief explanation of each tax: Estate Tax: Tax assessed by the federal...Glossary of Probate Terms
Administrator: Term no longer is use for a person named in a Will to carry out settlement of the estate. Under the Utah Uniform Probate Code, the term is now “Personal Representative”. Alternate Valuation Date: A date exactly six months following a decedent’s date of...Glossary of Estate Planning Terms
A/B Trust: A type of revocable living trust used by married couples. In this type of living trust, two trusts (trust A and trust B) are created at the death of the first spouse. By dividing the couple’s estate into two trusts at the first death, each spouse can...Fees For Estate Planning
Our aim is to give clients what they need. When it comes to something as complex and important as your estate plan, you get what you pay for. We have found that most clients’ estates have enough unique aspects that it is impossible to predict accurately at the outset...Fees
We do not aim to be the Walmart of legal counsel. Our practice involves complex matters, and our services are not a commodity that can be reduced to a flat fee. Our ordinary practice is to bill our clients based on the time it takes us to satisfactorily complete the...Non-Profit Organizations
Leaders of non-profit organizations prefer to focus on fulfilling the organization’s mission and resources. Guidance from legal counsel with special expertise in federal and state laws applicable to non-profit organizations enables leaders to sustain and expand the...