Samuel A. Donaldson, Professor of Law, Georgia State University School of Law, presenting on estate planning for married couples under current estate tax/gift tax laws.https://www.clenet.com/
Evan Unzelman, President of Sterling Foundation Management, presenting on secondary planning for CRTs.
Stacy Eastland, Managing Director of the Investment Management Division at Goldman, Sachs & Co. presenting on sophisticated, large-estate planning techniques.
Jay Adkisson of Riser & Adkisson (and a noted contributor to Forbes) leading a panel discussion on asset protection issues.
Judge Jennifer A. Brown handles probate court matters for the 4th District Court in Provo, Utah on August 28, 2015. The Court is making a renewed effort to inform court-appointed guardians and conservators of their reporting duties, and following up on cases where reports have not been filed.
The formality of judicial oversight can be good, especially in cases of hostility and suspicion. However, setting up a trust before you ever need a guardian/conservator is a often-preferred alternative. You can always end up in Court, but a Trust is convenient in that (unlike a guardianship/conservatorship) it does not need the court to get started, handle annual reporting, or shut it down.
Rob Bolick, an estate planning attorney at D|J|P’s Las Vegas office.
William W. Olsen presents on business valuations at the Utah Valley Estate Planning Council on September 3, 2014. The caption is fictional. The presentation focused on IRS preferences for the treatment of lack of marketability and lack of control discounts in valuations. For example, which should be applied first. These discounts have a crucial bearing on buy-sell agreements, gift tax calculations, and other business transactions.
Doug Thayer is a shareholder at Durham Jones & Pinegar. I asked Doug what tips he might offer for an on-line post, and he turned the tables on me: would my blog have an adequate legal disclaimer? or approval from the firm’s advertising board? It is not easy to slip a legal issue past an experienced litigator. But I did get some free advice.
F. McKay Johnson, a shareholder at Durham Jones & Pinegar, presents on estate tax planning at the Utah Valley Estate Planning Council on March 5, 2014.