Utah Estate Planning and Trust Management

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Utah Financial Planning, Estate Planning, & Trust Management

End-of-Life
Estate Planning Attorneys

	Estate Planner & Attorney Robert Meredith Serving the Salt Lake Area O. Robert Meredith is an Attorney at Law practicing for over 40 years with an emphasis in Estate Planning and Elder Law. He is a Member of the National Academy of Elder Law Attorneys and the Salt lake Estate Planning Council. Contact: 801-521-2552 Click here to learn more about Robert and to contact him with your questions or concerns
	Trust Management Dennis Hoagland Serving all of Utah Dennis R. Hoagland, JD, CSA, is Vice President and Trust Officer of MEMBERS Trust Company, and Vice President and Senior Trust Officer of Mountain America Credit Union Trust Services. He can help you save on estate taxes, avoid or minimize probate and manage your assets. Contact: 801-325-6554 Click here to learn more about Dennis and to contact him with your questions or concerns
	Elder Care Planner David Whiteside CLTC, LTCP Serving Southern Utah A completely independent advisor DAVID WHITESIDE, CLTC, LTCP offers a low-key, personalized, consultative approach to funding retirement and long term care. He offers unhurried advice on insurance and finance, with preservation of principal as the primary objective. 435-656-0550 Click here to learn more about David and to contact him with your questions or concerns.
	Medicare / Long Term Care Consultant Lowell Lyon Serving the Salt Lake Area Stellar Insurance Services, Inc. specializes in health insurance of all kinds. Medicare Plans and Long Term Care Insurance have become more a focus for the company as the Baby Boomer generation begins to enter retirement. Contact: 801-733-7293 Click here to learn more about Lowell & to contact him with your questions or concerns
	Elder Care Planner John Taylor Serving Northern Utah John Taylor's particular specialty is in helping you find long term care financing and dealing with other senior financial concerns. Contact: 801-394-0672 Click here to learn more about John and to contact him with your questions or concerns.

End-of-Life

Midvale, UT    Senior Care Advisors, Salt Lake County      Click for contact information or help
Riverton, UT    Dignity Memorial Grief Support Groups, Salt Lake County      Click for contact information
Salt Lake City, UT    American Cancer Society, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Caring Connections, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Community Nursing Services, Salt Lake County      Click for contact information or help
Salt Lake City, UT    End-of-Life-Care-Partnership, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Senior Care Advisors & Insurance Llc, Salt Lake County      Click for contact information
Sandy, UT    Senior Care Associates, Salt Lake County      Click for contact information or help

Estate Planning Attorneys

American Fork, UT    Witt Morley & Anderson P.C., Utah County      Click for contact information or help
Bountiful, UT    Walton, Robyn, Davis County      Click for contact information or help
Cedar City, UT    Corry, W Kent, Iron County      Click for contact information or help
Cedar City, UT    Hofeling Wayment & Marchant, Iron County      Click for contact information or help
Cedar City, UT    Jensen, James W PC, Iron County      Click for contact information or help
Cedar City, UT    Mattew T Graff & Associates, Iron County      Click for contact information or help
Cottonwood Heights, UT    Bushman, Rex B, Salt Lake County      Click for contact information or help
Draper, UT    Coulter, Derek A Law Office Of, Salt Lake County      Click for contact information or help
Heber City, UT    Dunbeck & Gordon Attorneys At Law, Wasatch County      Click for contact information or help
Heber City, UT    Tesch Law Offices PC, Wasatch County      Click for contact information or help
Holladay, UT    Nygaard Coke & Vincent, Salt Lake County      Click for contact information or help
Hurricane, UT    Edwards, Christopher W, Washington County      Click for contact information or help
Hurricane, UT    Waddingham & Peterson PC, Washington County      Click for contact information or help
Kaysville, UT    Carver, David Ray, Davis County      Click for contact information or help
Kaysville, UT    Trent D. Nelson, Attorney At Law, Llc, Davis County      Click for contact information or help
Layton, UT    Bean & Smedley, Davis County      Click for contact information or help
Layton, UT    Bond & Bond Law Offices, Davis County      Click for contact information or help
Layton, UT              Lebaron & Jensen, Davis County      Click for contact information or help
Layton, UT    Oda, Stephen I, Davis County      Click for contact information or help
Layton, UT    Shumway, Daniel G, Davis County      Click for contact information or help
Mesquite, UT    Barney & Mckenna, Clark County, Nevada      Click for contact information or help
Mesquite, UT    Hutchinson Terry, LAttorney At Law, Clark County, Nevada      Click for contact information
Midvale, UT    All-Search & Inspection Inc, Salt Lake County      Click for contact information or help
Midvale, UT    Eliason, Lonnie, Salt Lake County      Click for contact information or help
Midvale, UT    Olsen & Olsen, Salt Lake County      Click for contact information or help
Mountain Green, UT    Lundgren, Alvin R, Morgan County      Click for contact information or help
Murray, UT    Adams, Lewis P Atty, Salt Lake County      Click for contact information or help
Murray, UT    Jensen, Michael, Salt Lake County      Click for contact information or help
Murray, UT    Smart Schofield Shorter & Lunceford, Salt Lake County      Click for contact information or help
Ogden, UT    Abode Legal Services, Weber County      Click for contact information or help
Ogden, UT    Addison, D Larreau, Weber County      Click for contact information or help
Ogden, UT    Allen, Bernie, Weber County      Click for contact information or help
Ogden, UT    Bailey, Steven R, Weber County      Click for contact information or help
Ogden, UT    Barking, Judy Dawn, Weber County      Click for contact information or help
Ogden, UT    Blackburn, Timothy W, Weber County      Click for contact information or help
Ogden, UT    Burton Law Firm, Weber County      Click for contact information or help
Ogden, UT    Cardon, Kelly G, Weber County      Click for contact information or help
Ogden, UT    Coggins Larreau & Lythgoe PC, Weber County      Click for contact information or help
Ogden, UT    Froerer & Miles PC, Weber County      Click for contact information or help
Ogden, UT    Glasmann, Michael J, Weber County      Click for contact information or help
Ogden, UT    Godfrey & Richards, Weber County      Click for contact information or help
Ogden, UT    Godfrey, Ted K, Weber County      Click for contact information or help
Ogden, UT    Helgesen Waterfall & Jones, Weber County      Click for contact information or help
Ogden, UT    Larkin, Denise P Attorney At Law, Weber County      Click for contact information or help
Ogden, UT    Mann, Ramona R, Weber County      Click for contact information or help
Ogden, UT    Marker & Goucher PC The Law Office Of, Weber County      Click for contact information or help
Ogden, UT    Merrill, Walter T PC, Weber County      Click for contact information or help
Ogden, UT    Reeve, Richard H, Weber County      Click for contact information or help
Ogden, UT    Taggart, Douglas A, Weber County      Click for contact information or help
Ogden, UT    Warner Law Firm, Weber County      Click for contact information or help
Ogden, UT    Welsh, Janice M, Weber County      Click for contact information or help
Orem, UT    Cardon, Jeffrey Q., Utah County      Click for contact information or help
Orem, UT    Farnsworth Law Office, Utah County      Click for contact information or help
Orem, UT    Skabelund, Steven R, Utah County      Click for contact information or help
Orem, UT    Stratton, Keven, Utah County      Click for contact information or help
Park City, UT    Billings, Thomas T., Summit County      Click for contact information or help
Park City, UT    Caruso, Gabrielle "Lee", Summit County      Click for contact information or help
Park City, UT    David E Ross Ii, Summit County      Click for contact information or help
Park City, UT    Howard, Thomas, Summit County      Click for contact information or help
Park City, UT    Nielsen, Gary W, Summit County      Click for contact information or help
Park City, UT    Roberts, Thomas P, Summit County      Click for contact information or help
Park City, UT    Wrona Law Offices, Summit County      Click for contact information or help
Pleasant Grove, UT    Backman, Laurel - Attorney At Law, Utah County      Click for contact information or help
Pleasant Grove, UT    Hooley, Gabe G., Utah County      Click for contact information or help
Provo, UT    Anderson, Jared L., Utah County      Click for contact information or help
Provo, UT    Ascione Heideman & Mc Kay-Attorneys At Law, Utah County      Click for contact information or help
Provo, UT    Austin, Marc, Utah County      Click for contact information or help
Provo, UT    Dodd, Paul D., Utah County      Click for contact information or help
Provo, UT    Fillmore, Spencer, Utah County      Click for contact information or help
Provo, UT    Hadley, Gregory B., Utah County      Click for contact information or help
Provo, UT    Hill Johnson & Schmutz L.C., Utah County      Click for contact information or help
Provo, UT    Howard Lewis & Petersen, Utah County      Click for contact information or help
Provo, UT    Huntington Lori D., Utah County      Click for contact information or help
Provo, UT    Ivie & Young, Utah County      Click for contact information or help
Provo, UT    Jeffs & Jeffs PC, Utah County      Click for contact information or help
Provo, UT    Jenkins Ronnow Jensen & Bayles Llp, Utah County      Click for contact information or help
Provo, UT    Johnson, Brandon P., Utah County      Click for contact information or help
Provo, UT    Pace, Jared J., Utah County      Click for contact information or help
Provo, UT    Robinson Seiler & Anderson Lc, Utah County      Click for contact information or help
Provo, UT    Robinson, Mark F, Utah County      Click for contact information or help
Provo, UT    Seiler, Thomas W, Utah County      Click for contact information or help
Provo, UT    Young Kester & Petro, Utah County      Click for contact information or help
Richfield, UT    Mciff Firm PC, Sevier County      Click for contact information or help
Riverdale, UT    Bartlett & Webster Law Offices, Weber County      Click for contact information or help
Roy, UT    Croft, Rocky D PC, Weber County      Click for contact information or help
Saint George, UT    Atkin, J Ralph Atty, Washington County      Click for contact information or help
Saint George, UT    Awerkamp, Scott E, Washington County      Click for contact information or help
Saint George, UT    Brindley Sullivan Attorneys At Law, Washington County      Click for contact information
Saint George, UT    Farris & Utley PC, Washington County      Click for contact information or help
Saint George, UT    Gallian Wilcox Welker & Olson, Washington County      Click for contact information or help
Saint George, UT    Hughes Thompson Randall & Mellen, Washington County      Click for contact information
Saint George, UT    Hutchinson, Terry L Ltd, Washington County      Click for contact information or help
Saint George, UT    Jones Waldo, Washington County      Click for contact information or help
Saint George, UT    Reber Law Office, Washington County      Click for contact information or help
Saint George, UT    Slemboski & Associates, Washington County      Click for contact information or help
Saint George, UT    Snow, Jensen & Reece, Washington County      Click for contact information or help
Saint George, UT    Watson, David Leon, Washington County      Click for contact information or help
Salt Lake City, UT    Ballard Spahr Andrews & Ingersoll, Salt Lake County      Click for contact information
Salt Lake City, UT    Bates, John F, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Blanck, Richard L, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Buhler, Stephen J, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Carman, Craig JD CPA, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Davis, Lee J, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Eveland Jeremy MBA JD, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Fabian & Clendenin, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Faust, James H, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Gamble, D Jay, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Henriksen & Henriksen, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Hughes Estate Group, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Jones, Tony G, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Law Offices Of Davis & Jones PC, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Miller, Nathan D, P.C., Salt Lake County      Click for contact information or help
Salt Lake City, UT    Nielsen & Senior P.C., Salt Lake County      Click for contact information or help
Salt Lake City, UT    Parsons Behle & Latimer, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Richard, N Barnes Llc, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Richman & Richman L.L.C., Salt Lake County      Click for contact information or help
Salt Lake City, UT    Stoel Rives Llp, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Strong & Hanni PC, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Tate, Ralph R Jr, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Trenton Craig & Associates, Salt Lake County      Click for contact information or help
Salt Lake City, UT    Urry, Pamela C., Salt Lake County      Click for contact information or help
Salt Lake City, UT    Van Cott Bagley Cornwall & Mccarthy, Salt Lake County      Click for contact information
Salt Lake City, UT    Van Frank, Leslie, Salt Lake County      Click for contact information or help
Sandy, UT    Arrowsmith, James A, Salt Lake County      Click for contact information or help
Sandy, UT    Business Law Associates L.C., Salt Lake County      Click for contact information or help
Sandy, UT    Hartill, Russell D, Salt Lake County      Click for contact information or help
Sandy, UT    Kathie Brown Roberts, P.C., Salt Lake County      Click for contact information or help
Sandy, UT    Nelson Snuffer Dahle & Poulsen P C, Salt Lake County      Click for contact information or help
Sandy, UT    Olsen Skoubye & Nielson Llc, Salt Lake County      Click for contact information or help
Sandy, UT    Slaugh, Franklin L, Salt Lake County      Click for contact information or help
Sandy, UT    Stepan Lewis & Paxman, Salt Lake County      Click for contact information or help
South Jordan, UT    Myers, Justin M. Attorney, Salt Lake County      Click for contact information or help
South Ogden, UT    Cardon Cummings & Johnson, Weber County      Click for contact information or help
South Ogden, UT    Cummings, John, Weber County      Click for contact information or help
South Ogden, UT    Johnson, Stewart, Weber County      Click for contact information or help
Spanish Fork, UT    Hughes & Morley Law Practice, Utah County      Click for contact information or help
Tooele, UT    Broadhead, Scott A, Tooele County      Click for contact information or help
Tooele, UT    Scott A Broadhead, Tooele County      Click for contact information or help
West Jordan, UT    Affordable Asset Protection, Salt Lake County      Click for contact information or help
West Valley City, UT    Buhler, Stephen, Salt Lake County      Click for contact information or help

About Estate Planning and Trust Management Services
Utah Estate Planning and Trust Management Services
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\| Click here to join this Council and get a listing on this site. \| \| National Care Planning Council \| This website is owned and operated by the National Care Planning Council, Inc. Phone: 1-800-651-5489 DISCLAIMER: The sole purpose of our listing service on this website is to assist you in contacting long term care providers or advisors in your area who may be helpful to you. There is no charge to you for using this service. Members of the Care Planning Council, featured on this site, have agreed to abide by an ethical code of conduct. We hope that Council members or anyone else we refer you to will treat you in an honest, fair and equitable manner. However, it is up to you to determine for yourself the integrity, experience or capability of any provider we refer you to. The National Care Planning Council is not responsible if your experience with any of our referrals is not satisfactory. Other service providers and advisers listed on this site, who are not members of the Council, are listed only for information purposes. We have deliberately not provided contact information for these service providers and we neither endorse these providers nor have we any experience with their services. We do not verify the background or business practice of these providers. If you contact any providers listed on this site, who are not members of the Council, we take no responsibility for the services they provide. Some nonmember providers listed on this site may no longer be offering services relating to the listing. If you are aware of any listings that are inaccurate please let us know and we will remove them.

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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

To avoid probate
To minimize or eliminate estate taxes
To create life insurance trusts
To avoid capital gains taxes on the sale of property
To create an annuity income through charitable gifting
To receive a charitable gifting income tax deduction
To manage assets on behalf of a minor or someone who can't handle his or her own affairs