Trusts, Wills, Life Planning, Special Needs Trusts.

Regardless of what stage of life you are in, you should have a plan in place to care for your loved ones and ensure that your assets pass in the way that you choose either at your death or in the event of your incapacity. Our attorneys are well-versed in Federal and Utah laws and regulations concerning these issues. We can assist you and your family with estate planning through the use of trusts, wills, and specialized business entities. We can answer your estate planning questions and maximize the tax position of your estate for your loved ones and heirs, or we can help you make the most out of charitable intentions.

Some of the tools we use are:

• Wills
• Revocable trusts
• Charitable trusts
• Irrevocable trusts
• Qualified personal residence trusts (QPRT)
• Spousal lifetime access trusts
• Asset protection trusts
• Life insurance trusts
• Limited liability companies
• Durable powers of attorney
• Health Care Directives
• Burial Instructions

Our attorneys are also equipped to help you plan for loved ones who have special needs. They are knowledgeable in protecting government benefits (such as Medicaid, Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI). We have successfully established and advised:

• First Party Special Needs Trusts
• Third Party Special Needs Trusts