Randall J Holmgren

Randall J Holmgren's Legal Cases (4)

Salt Lake City (South Jordan), UT

Trusts Lawyer at Salt Lake City (South Jordan), UT

Practice Areas: Trusts, Probate ... +3 more

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Probate

Guardianship & Conservatorship

May 01, 2015

OUTCOME: Court granted Petition and appointed parents as Guardians and Conservators of minor child

Minor child was nearing his 18th birthday. Parents had grave concerns about his ability to make decisions and choices consistent with his best interests. With a checkered past, the child needed legal ... , medical and financial oversight but, come age 18, he could have objected and, probably, successfully. It was critical that the Court grant parents' Petition before the child turned 18.

Probate

Probate Litigation

Jul 01, 2013

OUTCOME: Out 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

Father disinherited two of three children from $5,000,000 estate. The two sued claiming father signed Will under duress by other sibling.

Probate

Parent mistakenly trusted child to share inheritance with siblings

Jan 01, 2012

OUTCOME: Sibings' attempts to obtain share of inheritance failed.

Rather than spend time and money creating a proper Trust or Will, she named daughter as death beneficiary on a very large investment account believing she'd share it "fairly & equally" with her sibling ... s. Daughter refused to share.

Estate planning

Estate-tax savings

Jan 06, 2006

OUTCOME: Estate-tax savings case vs. IRS

Successfully secured marital deduction, against estate taxes, for unmarried survivor of common law marriage where status of common law marriage was not established until after death of unmarried partne ... r. The IRS rejected the claim of a marital deduction where there was no solemnized marriage and where man and woman had filed unmarried income tax returns. Succeeded in convincing IRS to reverse its finding of no marital deduction. This resulted in substantial estate-tax savings for the survivor.

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