Utah Estate and Tax Planning Services


Find a Council Member Providing Estate, Tax, Trust, Retirement, or Medicaid Planning

Use the search, map, or area links below (scroll down) to find help where you live in Utah.

Estate, Tax, Trust, Retirement, & Medicaid Planning

Northern Utah
Davis, Morgan, Weber, Box Elder and Cache Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Northern Utah. Click here to Request Assistance from the Utah Eldercare Planning Council.

Salt Lake Area
Salt Lake, Summit and Tooele Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in the Salt Lake Area. Click here to Request Assistance from the Utah Eldercare Planning Council.

Utah County / Central Utah
Utah, Wasatch, Sanpete, Juab and Sevier Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Utah County / Central Utah. Click here to Request Assistance from the Utah Eldercare Planning Council.

Southern Utah
Washington, Iron and Kane Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Southern Utah. Click here to Request Assistance from the Utah Eldercare Planning Council.

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About Estate Planning and Trust Management

    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 Utah 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.

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