Utah Estate Planning & Administration
Estate planning allows you to control your property while you are alive and well, plan for yourself and your loved ones if you become disabled, and transfer your assets when you die to whom you want, when you want, and the way you want. Thoughtful estate planning also promotes family harmony and may result in a reduced tax burden.
Many variables factor into an effective estate plan. Are you single? Married? Do you have young children? Step-children? What is your age? Are you in good health? Do you have life insurance? Walker Law PLLC can help you accomplish your estate planning objectives at the lowest possible cost to you and those you love.
Last Will and Testament, Trusts and Other Estate Planning Tools
We can help you prepare an estate plan that best reflects your values and wishes. We also review and update estate planning documents drafted by other attorneys. Some of the tools commonly utilized to implement estate planning are:
- Durable Power of Attorneys
- Healthcare Power of Attorneys
- Advance Health Care Directives (Living Wills)
- HIPPA Authorizations
- Revocable Living Trusts
- Irrevocable Trusts
- Charitable Trusts
- Private Foundations
- Grantor Retained Trusts
- Lifetime QTIP Trusts
- Qualified Personal Residence Trusts
- Standalone Retirement Trusts
- Special Needs Trusts
- Family Limited Partnerships
- Limited Liability Companies
Utah Probate Proceedings and Trust Administration
We can also help you with probate and trust administration. This may include:
- Trust Litigation
- Will Contests
- Intestacy Proceedings
- Appointment of Personal Representatives
- Removal of Trustees
- Asset Distributions
We have experience in many aspects of estate planning and administration. Some of the trust and estate disputes we have helped resolve include:
- Represented the beneficiaries of a $30,000,000 estate in a dispute concerning the disposition of the family farm.
- Represented the beneficiaries of a $2,000,000 estate in a dispute concerning the trustee’s failure to timely distribute trust assets and excessive administration fees.
- Represented a trustee seeking to recover trust assets from a contractor who failed to properly renovate trust property.
- Defended a trustee against claims that the trustee made improper distributions.
- Represented a beneficiary in a lawsuit concerning the proper interpretation of certain trust provisions affecting the distribution of trust assets.
- Advised a personal representative seeking to gather and distribute estate assets misappropriated by a family friend.
- Represented a beneficiary in a dispute concerning the disposition of the family home.
Contact Our Utah Estate Planning & Administration Group
Contact Walker Law PLLC for more information about how we can assist you with a particular estate planning, probate, or trust administration matter. In addition, we welcome you to learn more about our free Utah estate planning and administration seminars.