Salt Lake City Estate Planning and Tax Law Attorneys
Wealthy individuals as well as those concerned with a smooth transfer of assets across generations are encouraged to contact an estate planning and taxation attorney at the Utah law offices of Richards Brandt Miller Nelson. We specialize in planning for business owners and individuals with mid-sized to very large estates, using sophisticated planning techniques. Our lawyers are experienced in estate and gift tax planning, trust and will preparation, tax audit representation, probate procedure, estate disputes, and estate and trust administration generally. Our sophisticated and dedicated estate planning law practice employs a full array of comprehensive estate planning legal instruments on behalf of our distinguished clientele, including:
- Wills
- Trusts
- Medical powers of attorney
- Health care directives
- Living wills
- Generation skipping trusts (GST)
- Special needs trusts
- Dynasty trusts
- QTIP trusts
- Charitable remainder trusts
- Living trusts
- Grantor trusts
- Life insurance trusts
Planning Your Legacy
In all estate planning matters, our lawyers understand the importance of spending ample time listening to our clients to assess their goals and help them establish their legacy. We will take into account a wide variety of factors, including an inventory of all assets, business valuation, your needs while still living, and your specific intentions with regard to individual family members, including special circumstances such as the following:
- Step-children and sons- or daughters-in-law
- Children who have drug addictions or disabilities
- Children who have already received a large part of what will or would be their future inheritance
- Charity and gift planning
- Plans for long-term care
Tax Considerations
Special tax considerations may apply for larger estates. Thoughtful individuals and couples need to understand how to work with the law to ensure that the greatest possible percentage of the estate will be preserved for the family, for an ongoing business or for designated charities.
In addition to estate planning, we assist individuals and families who must administer or monitor an estate in probate court.
A Full Range of Tax Matters
Taxation lawyers of Richards Brandt Miller Nelson handle tax planning for new business start-ups and non-profit organizations including charitable and religious organizations. We represent clients in tax controversies involving liens and levies from the IRS, including appeals, collections, offers in compromise, audit reconsideration appeals, as well as bankruptcy strategies connected with tax controversies. We assist in all areas of taxation and tax planning, including sales tax issues, property tax issues, tax planning for same-sex couples, and tax considerations after divorce, adoption, marriage or the birth of children. Our attorneys can advise you about a wide range of other business and personal tax and ownership options such as joint tenancy.
Contact an Estate Planning Law Firm to Schedule a Consultation
Salt Lake City area business owners and private individuals are encouraged to call or e-mail Richards Brandt Miller Nelson to arrange for a consultation with one of our lawyers. We represent clients in estate planning and taxation matters throughout the State of Utah.
