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Areas of practice include estate planning, estate administration and probate, taxation, exempt organizations and business law. Mr. Margetts counsels and assists clients with the design and implementation of comprehensive estate plans, utilizing simple and sophisticated techniques to meet their unique objectives. He also assists clients in all phases of estate and trust administration, including the appointment of guardians and conservators for incapacitated individuals, probate of decedents' estates, preparation and review of fiduciary accountings, and will and trust contests.
Mr. Margetts also advises and assists individuals and businesses in various state and federal tax matters and represents them in the resolution of tax controversies before the IRS and the Utah State Tax Commission. His business practice involves entity selection, formation, and acquisition, as well as the negotiation and drafting of related business agreements, including limited liability company operating agreements, buy-sell agreements, and deferred compensation plans.
Mr. Margetts assists clients in the formation of public charities and private foundations, including applications to the IRS for recognition of tax-exempt status. He also advises existing exempt organizations in matters of compliance with applicable state and federal laws.
Languages spoken: Spanish, Portuguese
Free consultation (30 minutes)
Cash, Check, Credit card
|Local circuit lecturer on estate planning and tax topics||National Business Institute||2011 - 2011|
|Adjunct Instructor||Westminster College||2008 - 2008|
|Adjunct Instructor||Mountain West College||1998 - 1999|
|Association name||Position name||Duration|
|Utah State Bar, Estate Planning Section||Member||N/A|
|Utah State Bar, Tax Law Section||Member||N/A|
|The Opportunity Foundation of Amberica||Board Member||N/A|
|Brigham Young University - J. Reuben Clark Law School||Law||JD - Juris Doctor||1994|
|Brigham Young University||Economics||BA - Bachelor of Arts||N/A|