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RobRoy Platt

RobRoy Platt

Practice areas:

Estate Planning, Elder Law, Trusts, Wills & Living Wills, Probate

About Me


Attorney RobRoy Platt's estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. He derives great satisfaction from guiding his clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. His legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for divorced individuals. Whether you are married or single, with a traditional family or a blended one, just starting out or looking back on a life well-lived, RobRoy will help you craft a plan that achieves your goals for your loved ones today and for years to come.


While studying law at the University of Arizona in Tucson, RobRoy served as a probate law clerk in the Superior Court of Arizona. There, he observed on a daily basis the frustration and delay that families commonly encounter when forced to work through state court systems to handle even routine legal matters that might have been avoided through proper estate planning. Additionally, RobRoy has personally experienced the frustration that can result from the traditional (and what he considers broken) estate planning model that far too many attorneys currently employ. As he watched his own parents deal with the devastating effects of Alzheimer's-like dementia in his father, it became all too clear that the "estate planning" done by their attorney was little more than one-size-fits-all legal form production. Family wealth preservation can, and must be, much more than that.


With this background, RobRoy became highly motivated to search for and implement a truly effective model for preserving family monetary and values-based wealth upon the incapacitation or death of loved ones. Over time, RobRoy has adopted unique methods of family wealth planning designed to operate smoothly, effectively - and wherever possible - outside of the public court systems, thus maintaining the privacy and efficiency of family wealth transfers that should exist during these times of greatest vulnerability for families.


RobRoy is a member of Wealth Counsel, the State Bar of Utah, the Utah Valley Estate Planning Council, and the Estate Planning Section of the Utah Bar.  He also currently serves as the Chairperson of the Utah Bar Elder Law Section, and is the Chair-elect of  the Solo, Small Firm, and Rural Practice Section of the Utah Bar.


RobRoy regularly provides educational presentations on a variety of estate planning topics including Emergency Legal Planning for Families with Minor Children, Advance Health Care Directives, Veterans Benefits Planning, and other related topics. RobRoy limits his law practice to estate planning and related matters because he is passionate about helping families create happy and secure futures.


 

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Languages Spoken: Portuguese

Photos and Videos

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Practice Areas

Licensed since 2007

  1. Estate Planning: 30%
    8 years
  2. Elder Law: 25%
    8 years
  3. Probate: 15%
    8 years
  4. Wills & Living Wills: 15%
    8 years
  5. Trusts: 15%
    8 years

Payment

Fees:

Hourly ($150-200/hour), Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

5 total 

  • Glen W. Neeley

    I lectured on a panal seminar with RobRoy in April 2010. Excellent lawyer who seems willing to go the extra mile. RobRoy keeps up with cutting edge technology which benefits his clients. He is very knowledgeable on estate planning and it is without hesitation that I endorse RobRoy.

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    Glen Neeley DUI & DWI Attorney
    Relationship: Fellow lawyer in community

  • James Preston Alder

    RobRoy and I are part of an exclusive group of Estate Planning attorneys in Utah who are dedicated to constantly improving and keeping up with Elder Law and Estate Planning issues. I have had the pleasure of working with RobRoy in organizing events and conferences on these topics. RobRoy is considerate, patient, and dilligent and I would recommend him to anyone who needs thoughtful and thorough Estate Planning and other related legal services.

    More 

    James Alder Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

256 N. Main St.
Suite C
Alpine, UT, 84004

Resume

License
StateStatusAcquiredUpdated
UTActive200704/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
"Utah Legal Elite" HonoreeUtah Business Magazine2015
Best New BusinessLehi Area Chamber of Commerce2011
Dean's ListUniversity of Arizona College of Law2006
Best CopywriterArizona Journal of International and Comparative Law2006

Work Experience
TitleCompany NameDuration
OwnerPlatt Law, P.C.2007 - Present
Legal ClerkVan Woerkom & Weeks2007 - 2007
Legal ClerkTown of Oro Valley2006 - 2006
Research AssistantUniversity of Arizona Law School2006 - 2006
Judicial ClerkSuperior Court of Arizona2005 - 2005
Information Technology ConsultantKeane, Inc.2000 - 2004

Associations
Association NamePosition NameDuration
Utah Valley Estate Planning CouncilMember2011 - Present
Utah Bar Solo & Small Firm SectionChair2010 - 2011
Elder Law Section - Utah State BarImmediate Past Chair2010 - Present
Wealth CounselMember2009 - Present
Family Wealth Planning InstituteMember2009 - 2010
Utah State Bar Elder Law SectionChair2009 - 2010
Utah State Bar, Solo, Small Firm, & Rural Practice SectionChair2009 - 2010
National Planned Giving CouncilMember2008 - Present
Federal Bar Association (Utah)Member2007 - Present
Central Utah Bar AssociationMember2007 - Present
Utah State Bar, Estate Planning SectionMember2007 - Present
Arizona Journal of International and Comparative LawWriter / Honorary Editor2005 - 2007

Legal Cases
Case NameOutcome
Will ContestSucceeded in obtaining disclaimer by Federal agency to any claims against decedent's estate.
Veterans Benefits AppealObtained favorable ruling on case with substantial back-benefits due made payable to client.
Estate PlanningI have administered the estates of a number of my clients successfully as a result of the thorough planning done by our office beforehand.

See all Legal Cases 

Publications
Publication NameTitleDate
Utah Boomers MagazineA Different Kind of Valentine: How Prenups Can Enhance Your Love Life2011
Utah Boomer's MagazinePlanning for Your Special Needs Child2011
Platt Law BlogPlatt Law Blog2010
Utah Boomer's MagazineTaking the "Bah, Humbug!" Out of Holiday Gift Giving2010

Education
School NameMajorDegreeGraduated
University of Arizona College of LawLawJuris Doctor2007
Brigham Young UniversityHistoryBA - Bachelor of Arts1998

Speaking Engagements
Conference NameTitleDate
UVEPC Monthly Education Event"Senior Friendly Estate Planning"2014
Utah State Bar, Solo, Small Firm, & Rural Practice SectionTaking the Solo Plunge: The Good, the Bad, and the Practical on Hanging Your Own Shingle2010
Reinventing the Listserv and Social Networking: Save Time, Get Referrals and Improve Your PracticeLaw Practice Management2010
RCI RealtyWhat Every Realtor Should Know About Estate Planning2010
Utah State Bar Fall ForumHanging Your Own Shingle: Going Solo2009
Utah Bar Spring ConventionVeteran's Benefits Law2009
Brookhaven Villas Education NIghtRevocable Living Trust Planning2009
Utah State Bar Fall ForumLaw Practice Management2008
Utah Bar Solo & Small Firm CLESocial Media Networking in the Law Practice2008