Estate and Trust Planning and Administration

This Firm has the largest and most experienced practice group of estate and trust lawyers in the Intermountain West. Seven of the lawyers in the practice group are members of the American College of Trust and Estate Counsel (ACTEC) or Tax Counsel (ACTC). We specialize in planning mid-sized to very large estates, using sophisticated planning techniques. Our lawyers are experienced in estate and gift tax planning and return preparation, tax audit representation, probate procedures and estate and trust administration generally.

SPECIALIZED PRACTICE AREAS

The general area of Estate and Trust Planning and Administration includes the following areas of more specialized practice:

  • Estate Planning
  • Lifetime Gift Planning
  • Valuation Issues
    • Discounting
  • Generation-Skipping Transfer Planning
  • Will Drafting
  • Trust Drafting
    • Revocable Trusts
    • Irrevocable Trusts
    • Dynasty Trusts
    • Insurance Trusts
    • Charitable Trusts
    • Special Needs Trusts
  • Family Partnerships and Limited Liability Companies
  • Foundations and Other Charitable Organizations
  • Planning for the Elderly
  • Estate and Trust Administration
  • Gift and Estate Tax Return Preparation
  • Fiduciary Income Tax Return Preparation
  • Probate of Estates
  • Estate and Trust Disputes and Litigation
  • Tax Audits
  • Fiduciary Issues
  • Marital and Family Law

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