A Personal Approach To Even The Most Complex Cases

Planning To Preserve Your Estate For The People You Care About

A well-conceived and properly executed estate plan can be one of the best gifts you will ever give to your family, other heirs and business associates. With the help of our estate planning attorneys in Salt Lake City, you will be able to craft a comprehensive estate plan that both achieves your objectives and confers benefits upon those about whom you care.

Creating Your Estate Plan

Fortunately, the law provides you with a wide variety of options and tools as you move forward with planning your estate. Over the years, the estate planning attorneys at Scalley Reading Bates Hansen & Rasmussen, P.C., have developed the skill to help you choose the options which are best suited for your situation and then draft the appropriate documents, which may include one or more of the following:

  • Trusts of all kinds
  • Wills and other testamentary documents
  • Living wills
  • Durable powers of attorney and medical powers of attorney

Drawing upon our nearly 50 years of experience in estate planning matters, we can readily assist clients seeking to meet their estate distribution, tax, and charitable objectives. This includes working closely with the clients’ accountants in order to formulate effective tax planning strategies.

At Scalley Reading Bates Hansen & Rasmussen, P.C., our lawyers particularly focus upon the following matters, when helping clients achieve their estate planning objectives:

  • The orderly, controlled transition of assets to spouses, children, and other family members and heirs in the most tax-effective manner available
  • The protection of beneficiaries who are minors or disabled
  • The establishment of insurance and other trusts that minimize potentially catastrophic tax consequences
  • The realization of charitable objectives

Estate Plans Built Specifically For You

While the Internet is full of one-size-fits-all estate planning documents, the reality is that one-size-fits-all tends not to fit most. Not only do you have a unique mix of assets, but your objectives are your own.

Before we create your estate plan, we will review your portfolio and interview you about what you hope your estate plan will achieve. Only then will we tailor an estate plan that will be a perfect fit for you. For some people, that might simply be creating a will. For others, it might mean a combination of a will, a trust, powers of attorney and potentially other tools. You can be confident that you will get the estate planning documents that are most appropriate for your situation.

Probate And Estate Administration

Our firm is also well known for its expertise in probate and estate administration, where we assist clients with both formal and informal probate proceedings. In the case of nonprobate transfers, we can facilitate the distribution of assets to designated beneficiaries. Finally, when the need arrives, we also represent clients in estate-related mediation and litigation matters.

Estate Planning Attorneys:

Contact Us Today

Our Salt Lake City offices are quickly accessible by phone, fax or email. If you have questions or concerns regarding estate planning or probate, contact us at 866-471-0614 as soon as possible to schedule your initial consultation with one of our lawyers.