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Randall J Holmgren

Randall J Holmgren

also known as Randy Holmgren

Practice areas:

Trusts, Probate

About Me

Using Trusts and other legal tools, I help people protect their assets from lawsuits, divorces, second marriages, taxes, probate and family feuds that arise when planning documents are not clear, concise, and thorough. I help my clients identify the legacy they want to leave to their family and their community.

Randall "Randy" Holmgren's practice focuses exclusively on estate planning, asset-protection planning, and business succession planning.

Estate planning includes protections aimed at eliminating federal and state death taxes -- and the delays, hassles and costs of probate. Many clients act on Randy’s suggestions to establish educational trusts to help descendants improve their qualifications in trades, businesses or professions. Similar trusts are also set up to pay wedding expenses and the down payment on a first home. The ideal distribution of funds stems from the adage that ”it’s better to teach someone to fish than to give him a fish.” “Incentive trusts" enable descendants to receive certain amounts of inheritance when they reach milestones – educational, vocational or professional. Mr. Holmgren has taken hundreds of clients through the planning process to help them achieve estate their objectives.

Mr. Holmgren's asset protection work includes precautions and preventative measures that can prevent the loss of assets at the hands of a bitter lawsuit or divorce. He establishes the proper types of entities to ensure that protection. Time is of the essence when it comes to this type of planning as it must be done well in advance of possible calamities – not at the eleventh hour.

For owners of businesses, farms and ranches, Randy helps families engineer succession plans that, if desired, can keep such companies going into the coming generations. Issues of tax-savings must be weighed in the light of family dynamics in deciding which children can and will lead the business and how family members outside the business will respond. Consideration must also be given to what influence children's spouses will have on the success of the plan. This area of planning is most often neglected because it is often the hardest to clarify and put in writing. Randy has helped families in communities – statewide and beyond – to roll up their sleeves and work on developing plans for ensuring the continuation and success of their family business.

Mr. Holmgren also helps identify what non-monetary legacy clients want to leave -- such as values, wisdom, principles, beliefs, life experiences, family name, and a commitment to certain charitable causes. Frequently, individuals don't take time to consider the value of their life to others, and they miss opportunities to leave a greater legacy than just money. Through estate-planning consultations, Mr. Holmgren helps clients identify what they want to accomplish and how to legally ensure it happens.

When estate planning has not been thorough, properly updated, or not prepared at all, Randy and other attorneys in the Jones Waldo “Estates & Trusts” group accept cases where courts are used to administer the affairs of decedents. Yet, he thoroughly believes that “a stitch in time saves nine” and that well-designed planning will shield families from lawsuits, probate, taxes, family feuds and other perils.

Mr. Holmgren has received the highest possible peer reviews (AV rating) from the national rating service Martindale Hubbell. Randy was listed in Utah Business Magazine's listing of Utah's Legal Elite for 2007 and 2008. He is admitted to practice law before the United States Supreme Court and the federal and state courts in Utah. Since 1995, he has been a member of the American Academy of Estate Planning Attorneys. Randy is also a member of the Utah State Bar Estate Planning Section and the Salt Lake Estate Planning Council. Mr. Holmgren currently serves as a member of the Development Advisory Committee for Community Nursing Services and on the Planned Gifts Committee of Southern Utah University.

Randy was born in Brigham City, Utah and has lived in Utah throughout his professional career. He received a Bachelor's Degree from Brigham Young University in 1980 where he served as student body Vice President. In 1983, he received his law degree (Juris Doctorate) from Pepperdine University School of Law in Malibu, California.

Randy has presented hundreds of lectures, seminars and workshops on estate planning, asset protection and business succession. He is a frequent presenter at colleges, universities, conventions, financial institutions and church and social groups.

Randy and his wife, Julie, are the parents of five children. They are active in church and community events and causes.

Aside from his current areas of expertise, Mr. Holmgren remembers a case from the early 90’s when he successfully represented a woman from Australia, in federal court, after her children were abducted from their home abroad and kept in hiding by her estranged husband in the United States. The case hinged upon interpretations of federal and international law, and The Hague Convention. In a highly contested court trial, conducted under emergency conditions, the federal judge sided with the mother of the children and used U.S. Marshals to identify where the children were being hidden and secure their safe passage home to Australia.

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Photos and Videos

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Practice Areas

Licensed since 1983

  1. Trusts: 70%
    32 years, 1 thousand cases
  2. Probate: 10%
    32 years, 40 cases

Payment

Fees:

Hourly ($285-320/hour), Fixed (Sometimes), Retainer (Sometimes), Free Consultation (120 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

21 total 

  • Christian K. Lassen II

    Top-notch attorney. Highly respected in the legal community.

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    Christian Lassen Personal Injury Attorney
    Relationship: Fellow lawyer in community

  • Raymond J German

    Randy, is very articulate. I know Randy through our mutual membership and association with the American Academy of Estate Planning Attorneys. Randy is knowledgeable and experienced. he serves his clients with the utmost professionalism and caring.

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    Raymond German Estate Planning Attorney
    Relationship: Other

Contact Info

Jones Waldo Holbrook & McDonough, PC

170 South Main, 15th Floor
Salt Lake City, UT, 84101

Resume

License
StateStatusAcquiredUpdated
UTActive198306/28/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
"AV" Rating (highest rating): 2007 to presentMartindale-Hubbell2015
Utah Legal EliteUtah Business Magazine2014
Utah Legal EliteUtah Business Magazine2013
Utah Legal EliteUtah Business Magazine2012
Utah Legal EliteUtah Business Magazine2011
Utah Legal EliteUtah Business Magazine2010
Utah Legal EliteUtah Business Magazine2009
Utah Legal EliteUtah Business Magazine2008
Utah Legal EliteUtah Business Magazine2007

Work Experience
TitleCompany NameDuration
Attorney, PartnerJones Waldo Holbrook & McDonough PC2006 - Present
AttorneyPrivate Practice1983 - 2006

Associations
Association NamePosition NameDuration
United States Supreme Court BarMember2006 - Present
American Academy of Estate Planning AttorneysMember1995 - Present
Utah State Bar, Estate Planning SectionMember1995 - Present
Utah State BarMember1983 - Present

Legal Cases
Case NameOutcome
Estate-tax savingsEstate-tax savings case vs. IRS
Probate LitigationOut of court settlement. Client failed to disclose promise made to split inheritance with other two siblings. They each received about $1 million and client received $3 million
Parent mistakenly trusted child to share inheritance with siblingsSibings' attempts to obtain share of inheritance failed.

See all Legal Cases 

Publications
Publication NameTitleDate
Utah Association of CPAsUtah's New Asset-Protection Trust Law2014
The EnterpriseImportant Reasons to do Estate Planning2010
Aspatore Book publicationInside the Minds: Family and Business Succession Planning2010
The EnterpriseThe Impact of Divorce on Estate Planning2009
Salt Lake Tribune newspaper50+ weekly articles published on numerous estate-planning topics1999

Education
School NameMajorDegreeGraduated
Pepperdine University School of LawLawJuris Doctorate1983
Brigham Young UniversityAmerican Studies / Pre-LawBA - Bachelor of Arts1980

Speaking Engagements
Conference NameTitleDate
Utah Assoc of CPAsUtah's Asset Protection Trust Law2014
Producers EducationNot All Trusts Are the Same - Using Trusts to Protect Assets from Lawsuits2014
By Invitation - Ruth's ChrisUsing Trusts for Lawsuit Protection2014
Financial Advisors' ConferenceUnderstanding the Power of Trusts2013
National (US) Teleconference and WebinarSuccession Planning for Farmers and Ranchers2011
500+ conferences, seminars, and workshops from 1995 to presentVarious estate-planning subjects (Living Trusts, Estate Taxes, 2nd Marriage Planning, Asset-Protection Planning, Business Succession Planning2010
The Ultimate GiftLegacy Planning2009
Private Banking Customer EventFAQ Regarding Estate Planning2009
Not All Trusts are Created EqualNot All Trusts are Created Equal2009
NECA (Utah Chapter) Florida ConventionLegacy Planning2009
Annual MeetingEstate Planning for Farmers2007
10 Statewide Seminars for Utah Farm BureauEstate Planning for Farm & Ranch Families2006
Estate Planning for University Faculty & AlumniEstate Planning and Charitable Planning2005
Merrill Lynch Private BankingCharitable Giving: Paul Evans "Christmas Box House"1999
Utah Dental ConventionAsset Protection Planning1998