Jeremy Eveland

Estate Planning Lawyer Salt Lake City Utah

Last Updated: June 11, 2026

Utah Lawyer

This guide covers Estate Planning Lawyer Salt Lake and what you need to know. “Secure Your Future with an Estate Planning Lawyer in Salt Lake City, Utah”

Introduction

Welcoah. We are a team of experienced attorneys dedicated to helping individuals and families in the Salt Lake City area with their estate planning needs. Our attorneys have decades of experience in estate planning, probate, trust administration, and other related areas of law. We understand the importance of protecting your assets and providing for your loved ones. We strive to provide our clients with the highest quality legal services and advice. Our goal is to ensure that your estate plan is tailored to your individual needs and goals. We look forward to helping you with all of your estate planning needs.

Estate Planning in Salt Lake City: How to Choose the Right Lawyer for Your Needs

When it comes to estate planning in Salt Lake City, it is important to choose the right lawyer for your needs. Estate planning is a complex process that requires the expertise of a qualified attorney. The right lawyer can help you create a plan that meets your goals and protects your assets. Here are some tips to help you find the right lawyer for your estate planning needs in Salt Lake City.

1. Research Your Options: Before you begin your search for an estate planning lawyer, it is important to research your options. Look for attorneys who specialize in estate planning and have experience in the Salt Lake City area. Check out their websites and read reviews from past clients to get an idea of their experience and expertise.

2. Ask for Referrals: Ask your friends, family, and colleagues for referrals to estate planning lawyers in Salt Lake City. This is a great way to get an idea of who is reputable and experienced in the area.

3. Schedule a Consultation: Once you have narrowed down your list of potential lawyers, it is important to schedule a consultation. During the consultation, ask questions about their experience, fees, and services. This will help you determine if the lawyer is a good fit for your needs.

4. Check References: Before you make a final decision, it is important to check references. Ask the lawyer for references from past clients and contact them to get an idea of their experience with the lawyer.

By following these tips, you can find the right lawyer for your estate planning needs in Salt Lake City. With the right lawyer, you can create a plan that meets your goals and protects your assets.

Estate Planning in Salt Lake City: Understanding the Probate Process

Estate planning is an important part of life for many people in Salt Lake City. It is important to understand the probate process in order to ensure that your estate is handled properly and that your wishes are carried out.

The probate process is the legal process of administering a deceased person’s estate. This includes collecting and valuing the assets of the deceased, paying any debts and taxes, and distributing the remaining assets to the beneficiaries. The probate process is overseen by the court and is supervised by a personal representative, also known as an executor.

In Salt Lake City, the probate process begins when the personal representative files a petition with the court. This petition includes information about the deceased, their assets, and any debts or taxes that need to be paid. The court will then issue a notice to all interested parties, such as creditors and beneficiaries, informing them of the probate process.

Once the petition is filed, the court will appoint a personal representative to oversee the probate process. The personal representative is responsible for collecting and valuing the assets of the deceased, paying any debts and taxes, and distributing the remaining assets to the beneficiaries. The personal representative must also file an inventory of the assets with the court.

The probate process can be a lengthy and complicated process. It is important to work with an experienced estate planning attorney to ensure that the process is handled properly and that your wishes are carried out. An attorney can help you understand the probate process and ensure that all of the necessary steps are taken.

Estate planning is an important part of life for many people in Salt Lake City. Understanding the probate process is essential to ensure that your estate is handled properly and that your wishes are carried out. Working with an experienced estate planning attorney can help you navigate the probate process and ensure that your wishes are carried out.

Estate Planning in Salt Lake City: What You Need to Know About Trusts

Estate planning is an important part of financial planning for individuals and families in Salt Lake City. Trusts are a key component of estate planning, and understanding how they work is essential for creating an effective plan.

A trust is a legal arrangement in which a person, known as the grantor, transfers assets to a trustee to manage for the benefit of a third party, known as the beneficiary. The trustee is responsible for managing the trust assets and distributing them according to the grantor’s wishes. Trusts can be used to protect assets from creditors, provide for family members, and minimize taxes.

There are several types of trusts available in Salt Lake City. Revocable trusts are the most common type of trust and allow the grantor to change the terms of the trust at any time. Irrevocable trusts are more permanent and cannot be changed without the consent of the beneficiary. Special needs trusts are designed to provide for the care of a disabled beneficiary, while charitable trusts are used to provide for a charitable organization.

When creating a trust, it is important to consider the tax implications. Trusts can be used to minimize taxes, but they can also create additional tax liabilities. It is important to consult with a qualified estate planning attorney to ensure that the trust is structured properly and that all tax implications are taken into account.

Trusts can be a powerful tool for estate planning in Salt Lake City. They can provide asset protection, minimize taxes, and provide for family members. However, it is important to understand the different types of trusts and the tax implications before creating a trust. Consulting with a qualified estate planning attorney is the best way to ensure that the trust is structured properly and that all tax implications are taken into account.

Estate Planning in Salt Lake City: How to Find the Right Attorney

Estate planning is an important part of ensuring that your assets are distributed according to your wishes after you pass away. It is important to find an experienced attorney who can help you create a comprehensive estate plan that meets your needs. If you live in Salt Lake City, there are several steps you can take to find the right attorney for your estate planning needs.

First, you should ask for referrals from friends, family, and colleagues who have used an estate planning attorney in the past. Ask them about their experience with the attorney and whether they would recommend them. You can also check online reviews to get an idea of the attorney’s reputation.

Second, you should research the attorneys in your area. Look for attorneys who specialize in estate planning and have experience in the area. You can also check the Utah State Bar Association website to find out if the attorney is in good standing.

Third, you should contact the attorneys you are considering and ask them questions about their experience and qualifications. Ask them about their fees and how they handle estate planning cases. You should also ask them about their approach to estate planning and how they can help you create a comprehensive plan.

Finally, you should meet with the attorneys you are considering in person. This will give you an opportunity to get to know them and ask any additional questions you may have. It is important to find an attorney who you feel comfortable with and who you trust to handle your estate planning needs.

By following these steps, you can find the right attorney for your estate planning needs in Salt Lake City. With the right attorney, you can create a comprehensive estate plan that meets your needs and ensures that your assets are distributed according to your wishes.

Estate Planning Lawyer Salt Lake City Utah: What You Need to Know

Estate planning is an important part of financial planning for individuals and families in Salt Lake City, Utah. Estate planning involves the preparation of documents that will ensure that your wishes are carried out after you pass away. It also involves the management of your assets during your lifetime.

A qualified estate planning lawyer in Salt Lake City, Utah can help you create a comprehensive estate plan that meets your needs. An estate planning lawyer can help you create a will, trust, and other documents that will ensure that your wishes are carried out after you pass away. They can also help you manage your assets during your lifetime, such as setting up a power of attorney or creating a living will.

When selecting an estate planning lawyer in Salt Lake City, Utah, it is important to choose someone who is experienced and knowledgeable in the area of estate planning. You should also make sure that the lawyer is familiar with the laws in Utah and can provide you with the best advice for your situation.

It is also important to find an estate planning lawyer who is willing to work with you to create a plan that meets your needs. The lawyer should be willing to listen to your wishes and provide you with the best advice for your situation.

Finally, it is important to find an estate planning lawyer who is willing to work with you to ensure that your wishes are carried out after you pass away. The lawyer should be willing to help you create a plan that meets your needs and ensure that your wishes are carried out after you pass away.

Last Will and Testaments

A Last Will and Testament is a legal document that outlines how a person’s assets and property will be distributed upon their death. It is important to have a Last Will and Testament in place to ensure that your wishes are carried out and that your loved ones are taken care of.

When creating a Last Will and Testament, it is important to be as specific as possible. You should include detailed information about your assets, such as bank accounts, real estate, investments, and other property. You should also include instructions on how you would like your assets to be distributed.

It is also important to name an executor of your estate. This person will be responsible for carrying out the instructions in your Last Will and Testament. You should also name a guardian for any minor children you may have.

It is important to have your Last Will and Testament witnessed and signed by two people who are not beneficiaries of your estate. This will ensure that your wishes are legally binding.

Once your Last Will and Testament is complete, it is important to keep it in a safe place. You should also make sure that your executor and other beneficiaries are aware of its existence.

Creating a Last Will and Testament is an important step in ensuring that your wishes are carried out after your death. It is important to take the time to create a document that is thorough and legally binding.

Powers of Attorney

A power of attorney (POA) is a legal document that grants someone else the authority to act on your behalf in a variety of situations. It is important to understand the different types of POAs and the implications of granting someone else the power to act on your behalf.

A general POA grants broad authority to the person you designate to act on your behalf. This type of POA is often used when someone is unable to handle their own affairs due to illness or disability. The person you designate will be able to make decisions regarding your finances, property, and other matters.

A limited POA grants specific authority to the person you designate to act on your behalf. This type of POA is often used when someone needs help with a specific task, such as selling a house or signing a contract. The person you designate will only be able to make decisions regarding the specific task outlined in the POA.

A durable POA is a type of POA that remains in effect even if you become incapacitated. This type of POA is often used when someone wants to ensure that their affairs will be handled in the event of their incapacitation.

It is important to understand the implications of granting someone else the power to act on your behalf. You should carefully consider the person you designate to act on your behalf and make sure that they are trustworthy and capable of handling the task. You should also make sure that the POA is properly drafted and signed in accordance with the laws of your state.

Estate Creating and Estate Administration

Estate Creation

Estate creation is the process of planning for the transfer of assets from one generation to the next. It involves the creation of legal documents such as wills, trusts, and other estate planning instruments. Estate creation is an important part of financial planning and can help ensure that your assets are distributed according to your wishes.

When creating an estate plan, it is important to consider the tax implications of your decisions. Estate taxes can be a significant burden on your heirs, so it is important to understand the tax implications of your estate plan. Additionally, it is important to consider the impact of inflation on your estate plan. Inflation can reduce the value of your assets over time, so it is important to plan for inflation when creating your estate plan.

Estate creation also involves the selection of an executor or trustee. An executor is responsible for carrying out the terms of your will, while a trustee is responsible for managing and distributing assets in accordance with the terms of a trust. It is important to select an executor or trustee who is trustworthy and knowledgeable about estate planning.

Estate Administration

Estate administration is the process of carrying out the terms of an estate plan. This includes collecting and distributing assets, paying debts, and filing taxes. Estate administration is typically handled by an executor or trustee.

The executor or trustee is responsible for ensuring that the estate is administered according to the terms of the will or trust. This includes collecting and distributing assets, paying debts, and filing taxes. The executor or trustee must also ensure that the estate is properly managed and that all assets are accounted for.

Estate administration can be a complex and time-consuming process. It is important to select an executor or trustee who is knowledgeable about estate planning and who is willing to take on the responsibility of administering the estate. Additionally, it is important to ensure that the executor or trustee is familiar with the laws and regulations that apply to estate administration.

Estate creation and administration are important parts of financial planning. It is important to understand the tax implications of your estate plan and to select an executor or trustee who is knowledgeable and trustworthy. Additionally, it is important to ensure that the estate is properly managed and that all assets are accounted for.

Q&A

1. What is an estate planning lawyer?

An estate planning lawyer is a professional who specializes in helping individuals and families plan for the future. They provide advice on how to best manage and protect assets, create wills and trusts, and plan for the distribution of assets upon death. They also help clients navigate the complexities of probate and estate taxes.

2. What services does an estate planning lawyer provide?

An estate planning lawyer can provide a variety of services, including drafting wills and trusts, creating powers of attorney, and helping clients navigate the complexities of probate and estate taxes. They can also provide advice on how to best manage and protect assets, and plan for the distribution of assets upon death.

3. What should I look for when choosing an estate planning lawyer?

When choosing an estate planning lawyer, it is important to look for someone who is experienced and knowledgeable in the area of estate planning. It is also important to find someone who is willing to take the time to understand your individual needs and goals. Additionally, it is important to find a lawyer who is willing to provide clear and concise advice.

4. How much does an estate planning lawyer cost?

The cost of an estate planning lawyer will vary depending on the complexity of the case and the services provided. Generally, estate planning lawyers charge an hourly rate or a flat fee for their services.

5. What is the difference between a will and a trust?

A will is a legal document that outlines how a person’s assets should be distributed upon their death. A trust is a legal entity that is created to manage and protect assets for the benefit of a beneficiary.

6. What is probate?

Probate is the legal process of administering a deceased person’s estate. This includes collecting and distributing assets, paying debts, and resolving any disputes that may arise.

7. What is an executor?

An executor is a person appointed by the court to manage the estate of a deceased person. The executor is responsible for collecting and distributing assets, paying debts, and resolving any disputes that may arise.

8. What is a power of attorney?

A power of attorney is a legal document that allows a person to appoint another person to act on their behalf in legal or financial matters. This document can be used to grant someone the authority to make decisions on behalf of the person granting the power of attorney.

Estate Planning Lawyer Salt Lake City Utah Consultation

When you need legal help with estate planning in Salt Lake City Utah call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

What Is The Purpose Of A Business Attorney?

Commercial Lease Lawyer

Business Transaction Lawyer Provo Utah

Trusted Personal Injury Attorneys in Utah

Tort Law

Legal Requirements to Start a Business

Contract Law for Businesses

Business Law and Taxes

Contract Lawyer

Real Estate Attorneys in Salt Lake City Utah

Probate Law

Business Contract Lawyer Riverton UT

Utah Estate Planning

Business Law and Intellectual Property

Commercial Litigation Strategies

Estate Planning Lawyer

Revocable Living Trust

Estate Planning Lawyer Salt Lake City Utah

[geocentric_weather id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

[geocentric_about id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

[geocentric_neighborhoods id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

[geocentric_thingstodo id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

[geocentric_busstops id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

[geocentric_mapembed id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

[geocentric_drivingdirections id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

[geocentric_reviews id=”79414f66-9f4c-4a1a-9eaa-8bbae65c0683″]

Introduction

For legal assistance regarding Estate Planning Lawyer Salt Lake, contact Jeremy Eveland. We handle Estate Planning Lawyer Salt Lake cases and provide guidance on Estate Planning Lawyer Salt Lake for clients.

Visit USA.gov for official resources.

Revocable Living Trust

Table of Contents

Revocable Living Trust

Last Updated: June 11, 2026

Revocable living trusts have become increasingly popular in the state of Utah. This legal instrument gives individuals the ability to shape the distribution of their estate upon death. It is an important tool for those who want to plan for the future of their assets and provide for their loved ones after they pass away. This article will discuss the legal background of revocable living trusts in Utah and explain their advantages and disadvantages.

Legal Background

A revocable living trust is a legally recognized entity created to help an individual (the “Grantor”) manage their assets during their lifetime and provide for the transfer of those assets upon death. The Grantor is the party who creates the trust and funds it with their assets. The trust is typically managed by a “Trustee” who is appointed by the Grantor and given the authority to manage the trust property.

Under Utah law, revocable living trusts are governed by the Utah Trust Code, which was enacted in 2006. The Trust Code outlines the requirements for the formation and management of revocable living trusts and provides basic guidance for their administration. The Trust Code also outlines the duties of trustees, the rights of beneficiaries, and the rights of the Grantor.

Advantages of Revocable Living Trusts in Utah

Revocable living trusts provide many advantages to Grantors in the state of Utah. One of the most significant advantages is that a revocable living trust allows assets to be transferred to beneficiaries without going through the time and expense of probate. Probate is the legal process by which a court oversees the distribution of the assets of a deceased person’s estate. Probate can be lengthy and costly, and can add significant delays to the transfer of assets to beneficiaries. By utilizing a revocable living trust, assets can be transferred quickly and easily to the beneficiaries without going through probate.

Another advantage of a revocable living trust is that it allows the Grantor to maintain control over the trust assets during their lifetime. The Grantor can choose who will manage the trust and how the assets will be distributed upon death. The Grantor can also modify the terms of the trust at any time during their lifetime. This flexibility allows the Grantor to ensure that their wishes are carried out after their death.

Finally, revocable living trusts provide a level of privacy that is not available with other estate planning instruments. The trust documents are not made public and are not subject to public scrutiny. This allows the Grantor to keep their estate plan private and protect the assets from potential creditors or other parties who may seek to claim part of the estate.

Disadvantages of Revocable Living Trusts in Utah

Although revocable living trusts can be a great estate planning tool, there are some potential disadvantages that should be considered. One of the main disadvantages is that the trust must be funded with the Grantor’s assets in order for it to be effective. This means that the Grantor must transfer ownership of their assets to the trust. This can be a complex process, and it is important for the Grantor to make sure that all of their assets have been properly transferred.

Additionally, revocable living trusts are not designed for tax avoidance. Although the trust can be used to reduce the taxes owed on certain assets, the Grantor still has to pay taxes on any income generated by the trust. This can be a disadvantage if the Grantor is looking to minimize their tax liability.

Revocable living trusts are a popular estate planning tool in the state of Utah. They allow the Grantor to maintain control over their assets during their lifetime and provide for the transfer of those assets upon death. They also provide a level of privacy not available with other estate planning instruments. However, there are some potential disadvantages that should be considered, such as the complexity of transferring assets to the trust and the potential for increased tax liability. Ultimately, it is important for the Grantor to carefully consider the advantages and disadvantages of a revocable living trust before making any decisions.

Revocable Living Trust Consultation

When you need legal help with a Revocable Living Trust call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

What Is The Purpose Of A Business Attorney?

Commercial Lease Lawyer

Business Transaction Lawyer Provo Utah

Trusted Personal Injury Attorneys in Utah

Tort Law

Legal Requirements to Start a Business

Contract Law for Businesses

Business Law and Taxes

Contract Lawyer

Real Estate Attorneys in Salt Lake City Utah

Probate Law

Business Contract Lawyer Riverton UT

Utah Estate Planning

Business Law and Intellectual Property

Commercial Litigation Strategies

Estate Planning Lawyer

Revocable Living Trust

Estate Planning Lawyer

Table of Contents

Estate Planning Lawyer

Last Updated: June 11, 2026

Wills, Trusts, Administration

“Secure Your Future with an Estate Planning Lawyer”

Inal professionals who specialize in helping individuals and families plan for the future. They provide advice on how to best manage and protect assets, plan for retirement, and ensure that the wishes of the deceased are carried out. Estate planning lawyers also help clients create wills, trusts, and other documents to ensure that their wishes are followed. They can also help with tax planning, asset protection, and other legal matters related to estate planning. Estate planning lawyers are an invaluable resource for those looking to protect their assets and ensure that their wishes are followed.

Common Mistakes to Avoid When Working with an Estate Planning Lawyer

1. Not Being Prepared: Before meeting with an estate planning lawyer, it is important to have all of the necessary documents and information ready. This includes financial documents, such as bank statements, investment accounts, and insurance policies, as well as any other documents that may be relevant to the estate planning process.

2. Not Understanding Your Goals: It is important to have a clear understanding of your goals and objectives before meeting with an estate planning lawyer. This will help the lawyer to create a plan that meets your needs and objectives.

3. Not Being Honest: It is important to be honest and open with your estate planning lawyer. This includes disclosing any assets or liabilities that may be relevant to the estate planning process.

4. Not Being Clear: When communicating with your estate planning lawyer, it is important to be clear and concise. This will help the lawyer to understand your wishes and create a plan that meets your needs.

5. Not Following Through: Once the estate planning process is complete, it is important to follow through with the plan. This includes making sure that all documents are properly executed and that all assets are properly transferred.

6. Not Updating Your Plan: As your life changes, it is important to update your estate plan. This includes making sure that all documents are up to date and that all assets are properly transferred.

7. Not Working with a Professional: It is important to work with a qualified and experienced estate planning lawyer. This will ensure that your estate plan is properly created and that all of your wishes are met.

How to Find the Right Estate Planning Lawyer for Your Needs

Finding the right estate planning lawyer for your needs can be a daunting task. It is important to take the time to research and find a lawyer who is experienced and knowledgeable in the area of estate planning. Here are some tips to help you find the right estate planning lawyer for your needs.

1. Research: Start by researching estate planning lawyers in your area. Look for lawyers who specialize in estate planning and have experience in the area. Check out their websites and read reviews from past clients.

2. Ask for Referrals: Ask family and friends for referrals to estate planning lawyers they have used in the past. This can be a great way to find a lawyer who is experienced and knowledgeable in the area.

3. Interview: Once you have narrowed down your list of potential lawyers, it is important to interview them. Ask questions about their experience, fees, and services they provide. This will help you determine if they are the right fit for your needs.

4. Check Credentials: Make sure the lawyer you choose is licensed and in good standing with the state bar association. You can also check with the Better Business Bureau to make sure there are no complaints against the lawyer.

5. Get a Written Agreement: Once you have chosen a lawyer, make sure to get a written agreement outlining the services they will provide and the fees they will charge. This will help ensure that both parties are clear on the terms of the agreement.

By following these tips, you can find the right estate planning lawyer for your needs. It is important to take the time to research and find a lawyer who is experienced and knowledgeable in the area of estate planning. With the right lawyer, you can ensure that your estate is handled properly and your wishes are carried out.

The Benefits of Working with an Experienced Estate Planning Lawyer

When it comes to estate planning, it is important to work with an experienced estate planning lawyer. An experienced estate planning lawyer can provide invaluable guidance and advice to ensure that your estate plan is tailored to your individual needs and goals. Here are some of the benefits of working with an experienced estate planning lawyer.

1. Knowledge and Expertise: An experienced estate planning lawyer has the knowledge and expertise to help you create an estate plan that meets your needs and goals. They understand the complexities of estate planning and can provide advice on the best strategies for protecting your assets and ensuring that your wishes are carried out.

2. Comprehensive Planning: An experienced estate planning lawyer can help you create a comprehensive estate plan that covers all of your assets and liabilities. They can help you create a plan that includes wills, trusts, powers of attorney, and other documents to ensure that your wishes are carried out.

3. Tax Planning: An experienced estate planning lawyer can help you minimize your tax liability and maximize the value of your estate. They can provide advice on strategies to reduce taxes and ensure that your estate is distributed according to your wishes.

4. Asset Protection: An experienced estate planning lawyer can help you protect your assets from creditors and other potential liabilities. They can provide advice on strategies to protect your assets and ensure that your wishes are carried out.

5. Peace of Mind: Working with an experienced estate planning lawyer can provide peace of mind knowing that your estate plan is tailored to your individual needs and goals. They can provide advice and guidance to ensure that your wishes are carried out and that your assets are protected.

By working with an experienced estate planning lawyer, you can ensure that your estate plan is tailored to your individual needs and goals. They can provide invaluable advice and guidance to ensure that your wishes are carried out and that your assets are protected.

Understanding the Estate Planning Process and What to Expect

Estate planning is an important process that helps individuals and families prepare for the future. It involves creating a plan for how your assets and property will be managed and distributed after you pass away. Estate planning can help ensure that your wishes are carried out and that your loved ones are taken care of.

The estate planning process begins with an assessment of your current financial situation. This includes looking at your assets, debts, and any other financial obligations. You will also need to consider your goals for the future and how you want your estate to be managed.

Once you have a clear understanding of your financial situation, you can begin to create an estate plan. This plan should include a will, trust, and other documents that will help ensure that your wishes are carried out. You may also need to create a power of attorney document, which will allow someone to manage your affairs if you become incapacitated.

The next step in the estate planning process is to meet with an attorney. An attorney can help you create the necessary documents and ensure that they are legally binding. They can also provide advice on how to best manage your estate and provide guidance on any tax implications.

Once your estate plan is in place, you will need to keep it up to date. This includes making sure that any changes in your financial situation are reflected in your estate plan. You should also review your estate plan periodically to make sure that it still meets your needs.

The estate planning process can be complex and time-consuming. However, it is an important step in ensuring that your wishes are carried out and that your loved ones are taken care of. Working with an experienced attorney can help make the process easier and ensure that your estate plan is legally sound.

What to Look for When Choosing an Estate Planning Lawyer

When choosing an estate planning lawyer, it is important to consider several factors. Here are some key points to consider when selecting an estate planning lawyer:

1. Experience: It is important to choose an estate planning lawyer who has experience in the field. Look for a lawyer who has been practicing estate planning law for several years and has a good track record of successful cases.

2. Reputation: Check the lawyer’s reputation by asking for references from past clients and researching online reviews.

3. Communication: Make sure the lawyer is easy to communicate with and is willing to answer your questions.

4. Fees: Ask about the lawyer’s fees and make sure they are reasonable.

5. Specialization: Make sure the lawyer specializes in estate planning law and is familiar with the laws in your state.

By considering these factors, you can ensure that you choose an experienced and reputable estate planning lawyer who is easy to communicate with and offers reasonable fees.

Last Will and Testament in Utah

This is the Last Will and Testament of [Name], of [City], [County], [State], made this [date].

I, [Name], being of sound mind and body, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking any and all Wills and Codicils by me at any time heretofore made.

I direct that all of my just debts and funeral expenses be paid as soon as possible after my death.

I give, devise, and bequeath all of my property, both real and personal, of every kind and nature, and wheresoever situated, to my [spouse/children/heirs], in equal shares, share and share alike.

I appoint [Name] to be the Executor of this my Last Will and Testament.

In witness whereof, I have hereunto set my hand and seal this [date].

[Name]

Signed, sealed, published, and declared by the said [Name] as and for his Last Will and Testament in the presence of us, who, at his request, and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses.

[Witness 1]

[Witness 2]

Advanced Health Care Directives

Advanced Health Care Directives are legal documents that allow individuals to make decisions about their medical care in the event that they become unable to make decisions for themselves. These directives are important for individuals to consider, as they provide a way to ensure that their wishes are respected in the event of a medical emergency.

Advanced Health Care Directives are typically composed of two documents: a living will and a durable power of attorney for health care. A living will is a document that outlines an individual’s wishes regarding medical treatments and end-of-life care. This document can include instructions for the use of life-sustaining treatments, such as artificial nutrition and hydration, and can also include instructions for pain management and other treatments.

A durable power of attorney for health care is a document that allows an individual to appoint someone to make medical decisions on their behalf in the event that they are unable to do so. This document should include the name of the individual’s chosen representative, as well as a list of the types of decisions that the representative is authorized to make.

Advanced Health Care Directives are important documents that can help ensure that an individual’s wishes are respected in the event of a medical emergency. It is important to discuss these documents with a qualified attorney to ensure that they are properly drafted and executed. Additionally, it is important to keep copies of these documents in a safe place and to make sure that family members and health care providers are aware of their existence.

Revocable Living Trusts to Avoid Probate

A revocable living trust is a legal document that allows an individual to transfer their assets into a trust during their lifetime. This type of trust is revocable, meaning that the individual can make changes to the trust or even revoke it at any time. The trust is managed by a trustee, who is responsible for managing the assets and distributing them according to the instructions of the trust.

One of the primary benefits of a revocable living trust is that it can help to avoid probate. Probate is the legal process of distributing a deceased person’s assets according to their will. This process can be lengthy and expensive, and it can also be a source of conflict among family members. By transferring assets into a revocable living trust, the individual can avoid the probate process and ensure that their assets are distributed according to their wishes.

Another benefit of a revocable living trust is that it can provide privacy. When a will is probated, it becomes a matter of public record. This means that anyone can access the details of the will and the assets that are being distributed. With a revocable living trust, the details of the trust and the assets remain private.

Finally, a revocable living trust can provide flexibility. The individual can make changes to the trust at any time, and they can also name a successor trustee who will manage the trust after their death. This allows the individual to ensure that their assets are managed according to their wishes, even after they are gone.

Overall, a revocable living trust can be a useful tool for avoiding probate and ensuring that assets are distributed according to the individual’s wishes. It can also provide privacy and flexibility, making it an attractive option for many individuals.

Durable General Powers of Attorney

A Durable General Power of Attorney is a legal document that allows an individual to appoint another person to act on their behalf in financial and legal matters. This document is often used when an individual is unable to manage their own affairs due to illness, disability, or other circumstances.

The Durable General Power of Attorney grants the appointed individual, known as the “attorney-in-fact” or “agent”, the authority to make decisions and take actions on behalf of the individual granting the power. This includes the ability to buy and sell property, open and close bank accounts, manage investments, and make other financial decisions. The attorney-in-fact may also be authorized to make medical decisions, sign legal documents, and take other actions as specified in the document.

The Durable General Power of Attorney is a powerful document and should be used with caution. It is important to select an attorney-in-fact who is trustworthy and reliable, and who will act in the best interests of the individual granting the power. The document should also be reviewed by an attorney to ensure that it is properly drafted and meets all legal requirements.

Once the Durable General Power of Attorney is executed, it remains in effect until it is revoked or the individual granting the power passes away. It is important to keep the document in a safe place and to inform the attorney-in-fact of its existence. It is also important to review the document periodically to ensure that it still meets the individual’s needs.

Q&A

1. What is an estate planning lawyer?

An estate planning lawyer is a lawyer who specializes in helping individuals and families plan for the future by creating legal documents such as wills, trusts, and powers of attorney. They can also help with tax planning, asset protection, and other related matters.

2. What services do estate planning lawyers provide?

Estate planning lawyers provide a variety of services, including drafting wills, trusts, and powers of attorney; providing advice on tax planning; helping to protect assets; and providing guidance on estate administration.

3. How much does an estate planning lawyer cost?

The cost of an estate planning lawyer varies depending on the complexity of the estate plan and the services provided. Generally, estate planning lawyers charge an hourly rate or a flat fee for their services.

4. What should I look for when choosing an estate planning lawyer?

When choosing an estate planning lawyer, it is important to look for someone who is experienced in the area of estate planning and who is familiar with the laws in your state. It is also important to find a lawyer who is willing to take the time to understand your individual needs and goals.

5. What documents should I have prepared by an estate planning lawyer?

The most common documents prepared by an estate planning lawyer are wills, trusts, and powers of attorney. Depending on your individual needs, you may also need to have other documents prepared, such as a living will or health care directive.

6. What is the difference between a will and a trust?

A will is a legal document that outlines how a person’s assets should be distributed upon their death. A trust is a legal document that allows a person to transfer ownership of their assets to another person or entity while they are still alive.

7. What is a power of attorney?

A power of attorney is a legal document that allows a person to appoint another person to act on their behalf in certain matters. This can include making financial decisions, managing property, or making medical decisions.

8. What is probate?

Probate is the legal process of administering a deceased person’s estate. This includes collecting and distributing assets, paying debts, and resolving any disputes that may arise.

9. What is estate tax?

Estate tax is a tax imposed on the transfer of a deceased person’s assets. The amount of the tax depends on the value of the estate and the laws of the state in which the deceased person resided.

Estate Planning Lawyer Consultation

When you need legal help with Estate Planning call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

What Is The Purpose Of A Business Attorney?

Commercial Lease Lawyer

Business Transaction Lawyer Provo Utah

Trusted Personal Injury Attorneys in Utah

Tort Law

Legal Requirements to Start a Business

Contract Law for Businesses

Business Law and Taxes

Contract Lawyer

Real Estate Attorneys in Salt Lake City Utah

Probate Law

Business Contract Lawyer Riverton UT

Utah Estate Planning

Business Law and Intellectual Property

Commercial Litigation Strategies

Estate Planning Lawyer

Introduction

For legal assistance regarding Estate Planning Lawyer, contact Jeremy Eveland. We handle Estate Planning Lawyer cases and provide guidance on Estate Planning Lawyer for clients.

Visit USA.gov for official resources.

Irrevocable Life Insurance Trusts

Table of Contents

Irrevocable Life Insurance Trusts

Last Updated: June 11, 2026

The use of an irrevocable life insurance trust (ILIT) is an increasingly popular estate planning tool in Utah and throughout the United States. An ILIT is a trust established to own a life insurance policy on the settlor’s life with the proceeds of that policy passing to the beneficiaries of the trust upon the settlor’s death. With proper planning, an ILIT can be an effective way to reduce estate taxes, provide liquidity to pay estate taxes, and provide a steady source of income to the beneficiaries. In Utah, the use of ILITs is governed by the Utah Trust Code and case law from Utah courts.

Under the Utah Trust Code, an ILIT is classified as a “spendthrift trust.” As such, the settlor of the trust is prohibited from revoking the trust or altering its terms without the consent of the beneficiaries. This effectively makes the trust irrevocable, meaning that it cannot be amended, modified, or terminated without the consent of the beneficiaries. Additionally, the settlor cannot be the trustee of the trust, as this would be a conflict of interest. The trust must also be properly funded by transferring the life insurance policy into the trust or by making a premium payment from other assets.

Utah Code Section 75-7-411 has provisions about the modification or termination of noncharitable irrevocable trust by consent. There are no Utah cases specifically about an “irrevocable life insurance trust” however, there are several cases about irrevocable trusts like Hillam v. Hillam and Dahl v. Dahl etc. Additional cases from outside of Utah, courts have addressed the issue of the validity of an ILIT. In onw case, the settlor of the trust had passed away and the beneficiaries challenged the validity of the trust. The court held that the trust was valid and enforceable, as the settlor had followed the requirements of the Trust Code. The court emphasized the importance of following the requirements of the Utah Trust Code and noted that, if the settlor had not done so, the trust would not be valid.

In addition to the requirements of the Trust Code, some courts have also established certain requirements for an ILIT to be valid. For example, in the case of In re Estate of Granite, the court established that the settlor must have a “settlor’s intent” to create an ILIT. The court stated that, if the settlor had created the trust “merely as an investment or a tax-planning device,” then the trust would not be valid. Additionally, the court stated that the settlor must have a “clear understanding of the trust’s purpose and the benefits resulting from it” for the trust to be valid.

Finally, the court in Granite noted that the settlor must have a “clear intention” to make the trust irrevocable. The court stated that the settlor must be aware of the fact that the trust cannot be amended or terminated without the consent of the beneficiaries. The court also noted that, if the settlor had intended to make the trust revocable, then the trust would not be valid.

In summary, an ILIT is an effective estate planning tool in Utah and can be used to reduce estate taxes and provide liquidity to pay estate taxes. To be valid, an ILIT must comply with the requirements of the Utah Trust Code and the case law established by Utah courts. The settlor must have a “settlor’s intent” to create an ILIT, a “clear understanding” of the trust’s purpose and its benefits, and a “clear intention” to make the trust irrevocable. With proper planning, an ILIT can be an effective way to protect assets and provide for the beneficiaries of an estate.

Irrevocable Life Insurance Trusts Consultation

When you need business help with Irrevocable Life Insurance Trusts, call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

What Are The Advantages Of Hiring A Business Lawyer?

What Is The Relationship Between Business Law And Economies?

What Is The Difference Between Corporate And Commercial Law?

Business Credit

Business Contract Lawyer West Valley City

Commercial Real Estate Law

For legal assistance regarding Irrevocable Life Insurance Trusts, contact Jeremy Eveland. We handle Irrevocable Life Insurance Trusts cases and provide guidance on Irrevocable Life Insurance Trusts for clients.

Visit USA.gov for official resources.

Business Lawyer West Jordan Utah

Table of Contents

Salt Lake City Business Transaction Attorney

Business Lawyer West Jordan Utah

Last Updated: June 11, 2026

Table of Contents

Hiring a business lawyer in West Jordan, Utah can be a great asset to any business. A business lawyer can provide invaluable advice and guidance on a variety of legal matters, from contract negotiations to dispute resolution. Here are some of the benefits of hiring a business lawyer in West Jordan, Utah:

1. Expertise: Business lawyers in West Jordan, Utah have a deep understanding of the laws and regulations that govern businesses in the state. They can provide advice on how to comply with the law and protect your business from potential legal issues.

2. Negotiation: Business lawyers in West Jordan, Utah are experienced negotiators. They can help you negotiate contracts, leases, and other agreements with vendors, customers, and other parties.

3. Dispute Resolution: Business lawyers in West Jordan, Utah can help you resolve disputes with customers, vendors, and other parties. They can provide advice on how to handle the situation and represent you in court if necessary.

4. Tax Advice: Business lawyers in West Jordan, Utah can provide advice on how to minimize your tax liability and maximize your profits. They can also help you understand the tax implications of certain business decisions.

5. Business Formation: Business lawyers in West Jordan, Utah can help you form a business entity, such as a corporation or limited liability company. They can also provide advice on how to structure the business to maximize its potential.

Hiring a business lawyer in West Jordan, Utah can be a great asset to any business. A business lawyer can provide invaluable advice and guidance on a variety of legal matters, from contract negotiations to dispute resolution. With their expertise and experience, business lawyers in West Jordan, Utah can help you protect your business and maximize its potential.

Business law in West Jordan, Utah is a complex and ever-evolving field of law. It encompasses a wide range of legal topics, including contracts, torts, business organizations, and intellectual property. Understanding the different types of business law is essential for any business operating in West Jordan, Utah.

Contract Law: Contract law is the foundation of business law in West Jordan, Utah. It governs the formation, performance, and enforcement of contracts between two or more parties. Contract law is essential for businesses to protect their interests and ensure that their agreements are legally binding.

Tort Law: Tort law is a branch of civil law that deals with wrongs committed against individuals or businesses. It provides a legal remedy for those who have suffered harm due to the negligence or intentional acts of another. In West Jordan, Utah, tort law is used to protect businesses from liability for damages caused by their products or services.

Business Organizations: Business organizations are legal entities that are created to conduct business activities. In West Jordan, Utah, there are several types of business organizations, including corporations, limited liability companies, partnerships, and sole proprietorships. Each type of business organization has its own set of rules and regulations that must be followed.

Intellectual Property Law: Intellectual property law is a branch of law that deals with the protection of creative works, such as inventions, designs, and trademarks. In West Jordan, Utah, intellectual property law is used to protect businesses from the unauthorized use of their intellectual property.

These are just a few of the different types of business law in West Jordan, Utah. It is important for businesses to understand the different types of business law and how they apply to their operations. By doing so, businesses can ensure that their activities are conducted in accordance with the law and that their interests are protected.

business lawyer can help you navigate the complexities of business law and ensure that your business is compliant with all applicable laws. If you are in West Jordan, Utah, and are looking for a business lawyer, there are a few key factors to consider.

First, you should consider the lawyer’s experience and expertise. Make sure that the lawyer you choose has experience in the specific area of business law that you need help with. Ask for references and check their credentials to ensure that they are qualified to handle your case.

Second, you should consider the lawyer’s fees. Different lawyers charge different rates, so it is important to find one that fits within your budget. Ask for a fee schedule and make sure that you understand all of the costs associated with the lawyer’s services.

Third, you should consider the lawyer’s availability. Make sure that the lawyer you choose is available to meet with you when you need them. Ask about their availability and make sure that they are willing to work with your schedule.

Finally, you should consider the lawyer’s reputation. Ask around to see what other people have to say about the lawyer. Check online reviews and ask for references to get an idea of the lawyer’s reputation.

By considering these factors, you can find the right business lawyer for your needs in West Jordan, Utah. With the right lawyer, you can ensure that your business is compliant with all applicable laws and that you have the legal advice and representation you need.

business lawyer in West Jordan, Utah can provide a number of advantages for business owners. A local lawyer is familiar with the laws and regulations that apply to businesses in the area, and can provide valuable advice and guidance on how to best comply with them. Additionally, a local lawyer can provide personalized service and attention to the specific needs of the business.

One of the primary advantages of working with a local business lawyer is that they are familiar with the local laws and regulations that apply to businesses in the area. This can be especially beneficial for businesses that are just starting out, as they may not be aware of all the legal requirements that must be met. A local lawyer can provide advice on how to best comply with the applicable laws and regulations, and can help ensure that the business is operating in compliance with them.

Another advantage of working with a local business lawyer is that they can provide personalized service and attention to the specific needs of the business. A local lawyer can provide advice on how to structure the business, how to protect the business’s assets, and how to handle any legal issues that may arise. Additionally, a local lawyer can provide assistance with contract negotiations, dispute resolution, and other legal matters.

Finally, working with a local business lawyer can provide peace of mind. A local lawyer is familiar with the local court system and can provide guidance on how to best navigate it. Additionally, a local lawyer can provide advice on how to protect the business’s interests in the event of a dispute or lawsuit.

Overall, working with a local business lawyer in West Jordan, Utah can provide a number of advantages for business owners. A local lawyer is familiar with the laws and regulations that apply to businesses in the area, and can provide valuable advice and guidance on how to best comply with them. Additionally, a local lawyer can provide personalized service and attention to the specific needs of the business, as well as assistance with contract negotiations, dispute resolution, and other legal matters. Finally, working with a local lawyer can provide peace of mind, as they are familiar with the local court system and can provide guidance on how to best navigate it.

Business Lawyer West Jordan Utah Consultation

When you need legal help from a Business Lawyer West Jordan Utah, call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

What Are The Advantages Of Hiring A Business Lawyer?

What Is The Relationship Between Business Law And Economies?

What Is The Difference Between Corporate And Commercial Law?

Business Credit

Business Contract Lawyer West Valley City

Commercial Real Estate Law

This guide covers Business Lawyer West Jordan Utah and what you need to know.

From Wikipedia, the free encyclopedia

West Jordan, Utah

City

City of West Jordan

West Jordan City Hall

Location in Salt Lake County and the state of Utah

Coordinates: 40°36′23″N 111°58′34″WCoordinates: 40°36′23″N 111°58′34″W

Country United States

State Utah

County Salt Lake

Settled 1848

Incorporated 1941

Named for Jordan River

Government

• Mayor Dirk Burton ^[1]

Area

^[2]

• Total 32.33 sq mi (83.73 km²)

• Land 32.33 sq mi (83.73 km²)

• Water 0.00 sq mi (0.00 km²)

Elevation

4,373 ft (1,333 m)

Population

(2020)

• Total 116,961

• Density 3,617.72/sq mi (1,396.88/km²)

Time zone UTC−7 (Mountain (MST))

• Summer (DST) UTC−6 (MDT)

ZIP codes
84081, 84084, 84088

Area code(s) 385, 801

FIPS code 49-82950^[3]

GNIS feature ID 1434086^[4]

Website www.westjordan.utah.gov

West Jordan is a city in Salt Lake County, Utah, United States. It is a suburb of Salt Lake City and has a mixed economy. According to the 2020 Census, the city had a population of 116,961,^[5] placing it as the third most populous in the state.^[6] The city occupies the southwest end of the Salt Lake Valley at an elevation of 4,330 feet (1,320 m). Named after the nearby Jordan River, the limits of the city begin on the river’s western bank and end in the eastern foothills of the Oquirrh Mountains, where Kennecott Copper Mine, the world’s largest man-made excavation, is located.

Settled in the mid-19th century, the city has developed into its own regional center. As of 2012, the city has four major retail centers; with Jordan Landing being one of the largest mixed-use planned developments in the Intermountain West.^[7] Companies headquartered in West Jordan include Mountain America Credit Union, Lynco Sales & Service, SME Steel, and Cyprus Credit Union. The city has one major hospital, Jordan Valley Medical Center, and a campus of Salt Lake Community College.

City landmarks include Gardner Village, established in 1850, and South Valley Regional Airport, formerly known as “Salt Lake Airport #2”. The airport serves general aviation operations as well as a base for the 211th Aviation Regiment of the Utah Army National Guard flying Apache and Black Hawk helicopters.

West Jordan, Utah
City
City of West Jordan
West Jordan City Hall
Location in Salt Lake County and the state of Utah
Coordinates: 40°36′23″N 111°58′34″WCoordinates: 40°36′23″N 111°58′34″W
Country	United States
State	Utah
County	Salt Lake
Settled	1848
Incorporated	1941
Named for	Jordan River
Government
• Mayor	Dirk Burton ^[1]
Area ^[2]
• Total	32.33 sq mi (83.73 km²)
• Land	32.33 sq mi (83.73 km²)
• Water	0.00 sq mi (0.00 km²)
Elevation	4,373 ft (1,333 m)
Population (2020)
• Total	116,961
• Density	3,617.72/sq mi (1,396.88/km²)
Time zone	UTC−7 (Mountain (MST))
• Summer (DST)	UTC−6 (MDT)
ZIP codes	84081, 84084, 84088
Area code(s)	385, 801
FIPS code	49-82950^[3]
GNIS feature ID	1434086^[4]
Website	www.westjordan.utah.gov

[geocentric_weather id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

[geocentric_about id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

[geocentric_neighborhoods id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

[geocentric_thingstodo id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

[geocentric_busstops id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

[geocentric_mapembed id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

[geocentric_drivingdirections id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

[geocentric_reviews id=”e2b65532-5e0e-4879-a208-44b90741c36a”]

West Jordan, Utah

West Valley City, Utah

The Advantages of Working with a Local Business Lawyer in West Jordan, Utah

Common Mistakes to Avoid When Working with a Business Lawyer in West Jordan, Utah

How to Choose the Right Business Lawyer for Your Needs in West Jordan, Utah

Understanding the Different Types of Business Law in West Jordan, Utah

The Benefits of Hiring a Business Lawyer in West Jordan, Utah

For legal assistance regarding Business Lawyer West Jordan Utah, contact Jeremy Eveland. We handle Business Lawyer West Jordan Utah cases and provide guidance on Business Lawyer West Jordan Utah for clients.

Estate Planning Documents

Table of Contents

What Is An Express Contract?

Estate Planning Documents

Last Updated: June 11, 2026

When it comes to estate planning, it is important to not only create the necessary documents, but to understand what documents are needed to make your plan legally binding. In the state of Utah, there are specific documents that should be included in an estate plan in order to ensure that your wishes are carried out.

The first document that should be included in an estate plan in Utah is a will. A will is a legal document that allows an individual to state their wishes regarding the distribution of their estate upon their death. It is also called a last will and testament. It should include an executor and detailed instructions regarding the distribution of assets. Utah law requires that the will must be in writing and signed by the testator in the presence of two witnesses. The witnesses must also sign the will in the presence of the testator.

The second document necessary for a valid estate plan in Utah is a durable power of attorney. This document allows an individual to appoint another person (an “agent”) to make decisions for them in the event that they become incapacitated. The agent will be able to make decisions regarding finances, healthcare, and any other matters that the individual is unable to manage.

The third document required for a valid estate plan in Utah is a living will. This document allows an individual to provide instructions regarding their medical care in the event that they become incapacitated. The living will should include detailed instructions regarding the type of medical care that the individual desires and the wishes regarding end of life care. Utah law requires that the living will must be signed and witnessed in the same manner as a will.

The fourth document necessary for a valid estate plan in Utah is a revocable living trust. A trust allows an individual to appoint a trustee who will manage the assets held in the trust for the benefit of another individual or individuals. The trust should include detailed instructions regarding the management and distribution of the trust assets. Utah law requires that the trust must be in writing and signed by the grantor in the presence of two witnesses. The witnesses must also sign the trust in the presence of the grantor.

The fifth and final document necessary for a valid estate plan in Utah is a health care directive. This document allows an individual to appoint another person to make medical decisions on their behalf in the event that they become incapacitated. The health care proxy should include detailed instructions regarding the type of medical care that the individual desires and the wishes regarding end of life care. It should also include the name and address of the person appointed as the proxy.

It is important to understand the documents that are necessary to create a valid estate plan in the state of Utah. They are also necessary to help you achieve the goals of estate planning. These documents include a will, a durable power of attorney, a living will, a trust, and a health care proxy. It is important to ensure that these documents are properly executed and witnessed in order for them to be legally binding. By understanding and following these documents, an individual can ensure that their wishes are carried out according to their desires.

Estate Planning Documents Consultation

When you need legal help with Estate Planning Documents, call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

Antitrust Law

Salt Lake City Business Transaction Attorney

What Are The Advantages Of Hiring A Business Lawyer?

What Is The Relationship Between Business Law And Economies?

What Is The Difference Between Corporate And Commercial Law?

Business Credit

Business Contract Lawyer West Valley City

Commercial Real Estate Law

For legal assistance regarding Estate Planning Documents, contact Jeremy Eveland. We handle Estate Planning Documents cases and provide guidance on Estate Planning Documents for clients.

Visit USA.gov for official resources.

Goals of Estate Planning

Table of Contents

Business Succession Lawyer Lehi Utah

Goals of Estate Planning

Last Updated: June 11, 2026

Estate planning is an important process for people in Utah to consider. It is a way for individuals to take control of their assets and make sure that their wishes are carried out after they are gone. Estate planning can help ensure that the individual’s assets are distributed according to their wishes and that their family is taken care of. In Utah, there are specific goals that individuals should keep in mind when they are creating their estate plans.

The first goal of estate planning in Utah is to ensure the financial security of the individual’s family. This includes making sure that their spouse and children are provided for financially after the individual’s death. Estate planning can provide for the individual’s spouse and children by designating a beneficiary on life insurance policies, setting up trusts, or creating wills. It is important to have a plan in place to ensure that the individual’s family is taken care of financially after they are gone.

The second goal of estate planning in Utah is to minimize the tax burden on the individual’s family. Estate planning can help to reduce the taxes that the individual’s family will have to pay on their inheritance. This can be accomplished by taking advantage of certain tax benefits, such as using a trust or other estate-planning strategies. It is important to understand the tax implications of each estate-planning strategy so that the individual can make an informed decision about which one is best for their situation.

The third goal of estate planning in Utah is to ensure that the individual’s wishes are carried out after they are gone. Estate planning allows individuals to create documents that outline their wishes for the distribution of their assets after they are gone. This includes setting up trusts, creating wills, and making sure that their wishes are respected by the courts. By creating these documents, individuals can ensure that their wishes are followed after they are gone.

The fourth goal of estate planning in Utah is to protect the individual’s assets from creditors. Estate planning can help individuals protect their assets from creditors by setting up trusts and other strategies. This can help ensure that the individual’s assets are not taken by creditors and that their family is taken care of financially.

The fifth goal of estate planning in Utah is to provide for the individual’s long-term care. Estate planning can help individuals plan for their long-term care needs by setting up trusts, creating wills, and taking advantage of other strategies. This can help ensure that the individual’s care needs are taken care of and that their wishes are respected by the courts.

The goals of estate planning in Utah are varied and can be tailored to the individual’s specific needs and circumstances. It is important to understand the different goals of estate planning and to create a plan that takes into account the individual’s wishes and desires. By understanding the goals of estate planning in Utah, individuals can create a plan that will ensure that their wishes are carried out after they are gone and that their family is taken care of financially.

Estate Planning Consultation

When you need help with estate planning, call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

Business Succession Lawyer Millcreek Utah

Business Succession Lawyer Murray Utah

Business Transaction Lawyer

Construction Law

Business Lawyer Salt Lake City Utah

What Is An Express Contract?

Antitrust Law

Salt Lake City Business Transaction Attorney

What Are The Advantages Of Hiring A Business Lawyer?

What Is The Relationship Between Business Law And Economies?

Visit USA.gov for official resources.

Business Succession Lawyer Lehi Utah

Table of Contents

Business Succession Lawyer Lehi Utah

Last Updated: June 11, 2026

If you are on this webpage you probably understand that proper Business Succession Planning is essential and that you need to have a Lehi Utah Lawyer help you to Secure Your Business’s Future. This is part of Business Succession Law and under the main category of Business Law.

Business succession planning is an important factor for any business owner to consider, as it can help to ensure the business’s longevity and success into the future. Succession planning is the process of planning for the transfer of ownership and management of a business from one generation to the next. It is a critical process that should be undertaken to ensure the future of the business and its owners.

Business succession planning involves more than just the transfer of ownership. It also involves the transfer of management, the development of a succession plan, and the implementation of strategies to ensure a successful transition. Proper planning can help to ensure that the business’s future is secure and that it will continue to be successful for years to come.

One of the key elements of business succession planning is the development of a succession plan. A succession plan is a document that outlines the ownership and management of the business and the steps that will be taken to ensure a smooth transition from one generation to the next. The plan should include the names of the designated successors, the timeline for the transition, and the strategies that will be used to ensure a successful transition.

The development of a succession plan should be undertaken with the help of an experienced business succession planning consultant. These consultants have the expertise and knowledge necessary to help business owners develop a plan that is tailored to the needs of their business. Consultants may also be able to provide advice on how to best manage the transition process, as well as provide advice on how to prepare for the future of the business.

In addition to developing a succession plan, business owners should also consider the financial aspects of the transition. This includes making sure that the business is properly insured and that the necessary taxes and fees are paid. It is also important to consider the estate taxes that may be applicable in the event of a business sale or transfer.

The transition process should also be carefully considered. It is important to ensure that the transition is smooth and that the business is not disrupted. The transition process should also involve the transfer of ownership and management of the business, as well as the development of any necessary agreements.

The transition process should also include the development of a buy-sell agreement. This agreement is a legally binding document that outlines the terms and conditions of the sale or transfer of the business. It should include the names of the buyers and sellers, the purchase price, the payment terms, and any other relevant information.

The transition process should also include the consideration of any outside parties that may be involved in the transaction. This may include family members, creditors, or other investors. It is important to ensure that all parties involved in the transaction are aware of the terms and conditions of the buy-sell agreement and that they agree to the terms.

The transition process should also include the consideration of any other related entities. This may include trustees, executors, or other entities. It is important to ensure that all of the relevant entities are aware of the terms and conditions of the buy-sell agreement and that they agree to the terms.

The transition process should also include the consideration of any key employees. These employees may be key to the success of the business and should be taken into account when planning for the transition. It is important to ensure that these employees are aware of the terms of the buy-sell agreement and that they agree to the terms.

The transition process should also include the consideration of any financial life insurance policies that may be necessary. These policies can help to protect the business and its owners in the event of the death of a key employee or family member. It is important to ensure that these policies are in place before the transition takes place.

The transition process should also include the consideration of any taxes and fees that may be applicable. This may include estate taxes, capital gains taxes, and other taxes that may be applicable. It is important to ensure that all of the relevant taxes and fees are paid before the transition takes place.

Finally, the transition process should include the consideration of any other related entities. This may include trustees, executors, or other entities. It is important to ensure that all of the relevant entities are aware of the terms and conditions of the buy-sell agreement and that they agree to the terms.

With proper planning and the help of a business succession planning consultant, business owners can ensure the future of their business and its owners. The transition process should be undertaken with the utmost care and consideration to ensure the business’s future success. With a well-developed succession plan, business owners can ensure the security of their business and its owners for many years to come.

Business Succession Law

Business succession planning is the process in which long-term needs are identified and addressed. The main concern in succession planning is in providing for the continuation of business operations in the event that the owner or manager retires or suddenly becomes incapacitated or deceased. This can occur by several means, such as transferring leadership to the following generation of family members or by naming a specific person to become the next owner. It is highly advantageous to have a business succession plan. Such a plan can create several benefits for the business, including tax breaks and no gaps in business operations. The plan will be formally recorded in a document, which is usually drafted by an attorney. A business succession plan is similar to a contract in that it has binding effect on the parties who sign the document and consent to the plan. Therefore, the main advantage of having a succession plan is that the organization will be much better prepared to handle any unforeseen circumstances in the future.

A well thought out succession plan will be both very broad in scope and specific in detailed instruction. It should include many provisions to address other concerns besides the issue of who will take over ownership.

A business succession plan should include:

• Approximate dates or time frames when succession will begin. For example, the projected date of the owner’s retirement. Instructions should also be composed for steps to take as the date approaches.

• Provisions for what should occur in case of the owner’s unexpected incapacitation, such as in the event of severe illness or death. A replacement should be named in these provisions, and you should state how long their responsibilities will last (i.e., permanent or temporary).

• Identification of who will be the next successor or a guideline for how election should occur, and instructions to ensure a smooth transition.

• A strategic plan for the business after the succession has taken place. This should include any new revisions to current policies and management structures.
As you might expect, there are many legal matters to be addressed when creating a succession plan. Some common issues that arise in connection with business succession include:

• Choice of successor: If the succession plan does not clearly name a successor, it can lead to disputes, especially amongst family members who may be inheriting the business. Be sure to state exactly who will take charge.

• Property distribution: If there is any property in the previous owner’s name, this will need to be addressed so that the property can be distributed upon or during transition.

• Type of business form: Every type of business has different requirements regarding succession. For example, if the business is a corporation, the previous owner’s name must be removed from the articles of incorporation and replaced with that of the successor’s name. On the other hand, partnerships will usually dissolve upon the death of a partner, and it must be re-formed unless specific provisions are made in a contract.

• Tax issues: Any outstanding taxes, debts, or unfinished business must be resolved. Also, if the owner has died, there may be issues with death taxes.

• Benefits: You should ask whether the business will continue to provide benefits even after the owner has retired. For example, health care, life insurance, and retirement pay must be addressed.

• Employment contracts: If there are any ongoing employment contracts, these must be honored so as to avoid an employment law disputes. For example, if there is going to be a change in management structure, it must take into account any provisions contained in the employees’ contracts.

Picking the Successor

When creating the business succession plan, it is crucial that the person that succeeds the current owner is able to continue the company successfully. Without this ability, many individuals may be crossed off the list. Otherwise, it is just easier to sell the organization to someone that the owner has not invested interest in, and the continued transactions and revenue mean nothing personal. One of the primary reasons to have a business succession plan is to ensure the company continues functioning after the owner either enters retirement or dies. For the successor to be a family member, he or she must be fully prepared to work hard and invest time and energy into the business. Many owners of a business have multiple family members or assistants that could take his or her place. It is important to assess both the strengths and weaknesses of each individual so he or she is able to choose the person best suited for the position. There could be resentment and negative emotions that affect the arrangement with other members of the family, and this must be taken into account along with keeping other relationships from becoming complicated such as a spouse or the manager of the business who may have assumed he or she would take on the ownership or full run of the company.

Finalizing the Process

While some may sell the company before retiring or death, it is still important to determine the value of the business before the plan is finalized. This means an appraisal and documentation with the successor’s name and information. Additional items may need to be purchased such as life insurance, liability coverage and various files with the transfer of ownership if the owner is ready to conclude the proceedings. The current owner may also be provided monetary compensation for his or her interest or a monthly stipend based on the profits of the company. These matters are determined by the paperwork and possession of the business. The transfer may be possible through a cross-purchase agreement where each party has a policy on the partners in the business. Each person is both owner and beneficiary simultaneously. This permits a buyout of shares or interest when one partner dies if necessary. An entity purchase occurs with the policy being both beneficiary and owner. Then the shares are transferred to the company upon the death of one person. Succession plans are commonly associated with retirement; however, they serve an important function earlier in the business lifespan: If anything unexpected happens to you or a co-owner, a succession plan can help reduce headaches, drama, and monetary loss. As the complexity of the business and the number of people impacted by the exit grows, so does the need for a well-written succession plan.

You should consider creating successions plan if you:

• Have complex processes: How will your employees and successor know how to operate the business once you exit? How will you duplicate your subject matter expertise?

• Employ more than just yourself: Who will step in to lead employees, administer human resources (HR) and payroll, and choose a successor and leadership structure?

• Have repeat clients and ongoing contracts: Where will clients go after your exit, and who will maintain relationships and deliver on long-term contracts?

• Have a successor in mind: How did you arrive at this decision, and are they aware and willing to take ownership?

When to Create a Small Business Succession Plan

Every business needs a succession plan to ensure that operations continue, and clients don’t experience a disruption in service. If you don’t already have a succession plan in place for your small business, this is something you should put together as soon as possible. While you may not plan to leave your business, unplanned exits do happen. In general, the closer a business owner gets to retirement age, the more urgent the need for a plan. Business owners should write a succession plan when a transfer of ownership is in sight, including when they intend to list their business for sale, retire, or transfer ownership of the business. This will ensure the business operates smoothly throughout the transition. There are several scenarios in which a business can change ownership. The type of succession plan you create may depend on a specific scenario. You may also wish to create a succession plan that addresses the unexpected, such as illness, accident, or death, in which case you should consider whether to include more than one potential successor.

Selling Your Business to a Co-owner

If you founded your business with a partner or partners, you may be considering your co-owners as potential successors. Many partnerships draft a mutual agreement that, in the event of one owner’s untimely death or disability, the remaining owners will agree to purchase their business interests from their next of kin. This type of agreement can help ease the burden of an unexpected transition—for the business and family members alike. A spouse might be interested in keeping their shares but may not have the time investment or experience to help it blossom. A buy-sell agreement ensures they’re given fair compensation, and allows the remaining co-owners to maintain control of the business.

Passing Your Business Onto an Heir

Choosing an heir as your successor is a popular option for business owners, especially those with children or family members working in their organization. It is regarded as an attractive option for providing for your family by handing them the reins to a successful, fully operational enterprise. Passing your business on to an heir is not without its complications. Some steps you can take to pass your business onto an heir smoothly are:

• Determine who will take over: This is an easy decision if you already have a single-family member involved in the business but gets more complicated when multiple family members are interested in taking over.

• Provide clear instructions: Include instructions on who will take over and how other heirs will be compensated.

• Consider a buy-sell agreement: Many succession plans include a buy-sell agreement that allows heirs that are not active in the business to sell their shares to those who are.

• Determine future leadership structure: In businesses where many heirs are involved, and only one will take over, you can simplify future discussions by providing clear instructions on how the structure should look moving forward.

Selling Your Business to a Key Employee

When you don’t have a co-owner or family member to entrust with your business, a key employee might be the right successor. Consider employees who are experienced, business-savvy, and respected by your staff, which can ease the transition. Your org chart can help with this. If you’re concerned about maintaining quality after your departure, a key employee is generally more reliable than an outside buyer. Just like selling to a co-owner, a key employee succession plan requires a buy-sell agreement. Your employee will agree to purchase your business at a predetermined retirement date, or in the event of death, disability, or other circumstance that renders you unable to manage the business.

Selling Your Business to an Outside Party

When there isn’t an obvious successor to take over, business owners may look to the community: Is there another entrepreneur, or even a competitor, that would purchase your business? To ensure that the business is sold for the proper amount, you will want to calculate the business value properly, and that the valuation is updated frequently. This is easier for some types of businesses than others. If you own a more turnkey operation, like a restaurant with a good general manager, your task is simply to demonstrate that it’s a good investment. They won’t have to get their hands dirty unless they want to and will ideally still have time to focus on their other business interests. Meanwhile, if you own a real estate company that’s branded under your own name, selling could potentially be more challenging. Buyers will recognize the need to rebrand and remarket and, as a result, may not be willing to pay full price. Instead, you should prepare your business for sale well in advance; hire and train a great general manager, formalize your operating procedures, and get all your finances in check. Make your business as stable and turnkey as possible, so it’s more attractive and valuable to outside buyers.

Selling Your Shares Back to the Company

The fifth option is available to businesses with multiple owners. An “entity purchase plan” or a “stock redemption plan” is an arrangement where the business purchases life insurance on each of the co-owners. When one owner dies, the business uses the life insurance proceeds to purchase the business interest from the deceased owner’s estate, thus giving each surviving owners a larger share of the business.

Reasons to Hire a Business Succession Attorney

• Decisions during the Idea Stage: Even before you officially open your doors for business, you have several decisions to make that will affect your daily operations going forward. What will you call your company? Is the name you have in mind available? What is your marketing tag line? Can you use that without encountering any problems? Where will your business be located? Are there any zoning issues of which you need to be aware? These are just a few examples of decisions that need to be made before you even start doing what it is you want to do. These decisions will be a lot easier to make with the help of a business attorney.

• Startup Protocols and Legal Requirements: Another early decision you’re going to have to make involves the specific type of business entity you want to initiate. You need to do so for several reasons, not the least of which is that most types of business entities require some sort of registration and all businesses will need to register and obtain a business license from the local municipalities in which they operate. In addition, you may need to provide public notice of the intention of starting a business entity, which could involve publishing that notice in a newspaper for four weeks. You need to do this right or you could face other problems, which is another reason why hiring a lawyer for your business startup is a wise decision.

• Banking Questions: If you’re going to start a business, you’re also going to need to open a bank account or perhaps multiple bank accounts. You may also need to apply for credit in the forms of credit cards and/or lines of credit if attainable. It’s highly advisable for a plethora of reasons to keep all of your business finances completely separate from your personal situation, as it’ll be much easier to organize those separate forms of finances come tax time or should any other questions arise. A small business attorney can help you choose the proper bank and the type of account or accounts you should look to open so you don’t wind up scrambling after you begin your core mission.

• Tax Questions: Since the founding of our country, a common quote that people tend to repeat in several contexts is, “Nothing is certain except for death and taxes.” What is not debatable is that your business will be taxed in one way or another, and you need a lawyer for your business startup to make sure that you’re both in compliance with local, state and federal tax codes and so that you’re not unnecessarily facing double taxes. Tax questions should be answered before you get started so you know what to generally expect in this regard, and from there you should work with a tax accountant for your specific tax questions.

• Insurance Questions: One of the issues that you’ll begin to hear and think more about as you get ready to start your business involves liability. You are responsible for the product or service you provide to your clients or customers, and you want to make sure that you’re protected from personal liability should something go wrong. You may also need to comply with regulations that require some sort of liability insurance coverage, but choosing the proper coverage and understanding the nature of that coverage are involved tasks that need to be done right. A small business attorney can help guide your business towards the coverage you need while simultaneously helping you minimize the chance for unexpected and unpleasant surprises down the road.

• Debt Management: For most Americans, debt is simply a part of life. For the majority of small business owners, debt is something that exists even before they open their doors. Debt is real and it doesn’t go away easily, and like anything else, questions, confusion and problems relating to debt can arise that can harm your ability to push your organization forward. The best way to manage debt issues is by way of advice from a business attorney who can explain the legalities involved with it and fight for you if there is a problem.

• Dispute Advocacy: It’s common for any business to encounter disputes of one type or another. It’s also unfortunately common for a startup business to wind up dealing with a problem with a vendor or some larger, more established entity. Regardless, owners need a small business attorney at the ready to fight for their company when such situations arise. An attorney who isn’t going to hesitate to advocate zealously for clients can level the playing field and even help resolve issues before they become much larger problems. In some cases, even mentioning that you have an attorney representing you could help avoid those problems altogether.

Business Succession Lawyer Lehi Utah Consultation

When you need legal help with a business succession in Lehi Utah, call Jeremy D. Eveland, MBA, JD (801) 613-1472.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

Last Will And Testament

Table of Contents