Attorneys

PUBLICATIONS

• “Shirtsleeves to Shirtsleeves: Keeping Wealth in the Family,” Zions Community Magazine (July / Aug. 2008)
• “Estate Planning in a Second Marriage,” Zions Community Magazine (Sept. / Oct. 2006)
• “Preserving Wealth with Trusts,” Zions Community Magazine (May / June 2005)
• Utah Estate Plans, published at www.utahestateplans.com
• Utah Probate Solutions, published at www.utahprobate.com

PRESENTATIONS / SEMINARS

• “New Era in Estate Planning,” Lorman Education Services (12 August 2011)
• “Sale to a Grantor Trust and Variations,” “The Zeroed-Out GRAT,” and “Values-Based Estate Planning,” The 8 Greatest Estate Planning Techniques in Utah, Lorman Education Services (16 Jul 2008)
• “Corporations, Family Limited Partnerships and Limited Liability Companies” and “Putting It All Together – A Hypothetical Case,” Advanced Asset Protection Strategies, National Business Institute (28 Apr 2008)
• “Types of Trusts” and “Taxation of Trusts,” Trust Administration, Lorman Education Services (18 Mar 2008)
• “Utah’s New Advance Health Care Directive Form,” Advance Health Care Directives, Utah State Bar Spring Convention (14 Mar 2008 – St. George, Utah)
• “Basic Tax Considerations – What You Need to Know to Choose the Appropriate Plan” and “Ethics and Estate Planning,” Drafting Effective Wills and Trusts, National Business Institute (6 Mar 2008)
• “Manage the Decisions Involved in Post-Mortem Planning” and “Make Ethical Decisions in Estate Planning,” Minimizing Client Estate Taxes with Plans That Work, National Business Institute (19 Feb 2008)
• “Planning with Zeroed-Out GRATs,”presentation to Utah ACTEC Fellows (13 February 2008)
• “Utah’s New Advance Health Care Directive Form,” Advance Health Care Directives, Estate Planning Section, Utah State Bar (8 Jan 2008)

MEMBERSHIPS

• U.S. District Court, District of Utah, 1982
• Utah State Bar Association, 1982
  – Estate Planning Section (Chair 2002-2003)
• Salt Lake Estate Planning Council
• American College of Trust and Estate Counsel

EDUCATION

• Brigham Young University
  (J.D., 1982)
• Articles Editor, BYU Law Review
• Brigham Young University
  (B.S., magna cum laude, 1978)

PRACTICE AREAS
Tax & Estate Planning