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Jacob A Stewart
About Jacob
Biography
I have worked with thousands of medical professionals and other business owners all over the country to help them lower their taxes and protect their assets. I love helping people make more money and keep more of the money that they earn.
On a more personal note, I grew up in rural Florida. I spent two years in France as a missionary for the Church of Jesus Christ of Latter-day Saints. I then met my wife while attending college at BYU. My beautiful wife and I are the proud parents of six children. We love spending time outdoors. I also love to read, hike, play ultimate frisbee, and spend time with my family. My motto is Excellence and Integrity in all areas of life.
Practice Areas
3
Practice Areas
Estate Planning
70%
11 years | 1,000 cases
Business
20%
14 years | 998 cases
Tax
10%
13 years | 1,000 cases
Fees and Rates
Cost
Hourly Rates
$ 200-300 per hour
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Wyoming for 3 years
State: Wyoming
Acquired: 2023
No misconduct found
Licensed in Utah for 14 years
State: Utah
Acquired: 2011
No misconduct found
Location
Inter Vivos, PLLC
100 N State Street, Suite B, Lindon, UT, 84042
Inter Vivos, PLLC
132 N Toquer Blvd, Toquerville, UT, 84774
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Jacob A Stewart's Reviews
Avvo Review Score
4 Client Reviews
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Practice Areas
Showing 1 - 3 of 3 reviews | Practice Area Knowledge
Posted by Joan | March 28, 2017 | Tax
Caring, well informed advice
Jacob has offered a wide range of advice over the years from reclaiming escrow funds,retirement, tax, Wills and Trusts, to investment opportunities. He is very knowledgeable, trustworthy, and shows a true desire to help others to succeed.
Posted by David | February 27, 2017 | Hired Attorney | Estate Planning
Great Estate Plan!
Jacob helped us put together a comprehensive estate plan. He guided us every step of the way, and made things really clear for us.
Posted by Heather | June 26, 2016 | Hired Attorney | Estate Planning
Excellent care
Jacob helped us set up our estate and will planning. He held our hands and walked us through the whole process. My husband and I were pathetically slow but he kept us going forward. Fantastic follow-up and assistance. He also gave us fantastic tax advice and reviewed our tax returns to help us be ...
Jacob A Stewart's Lawyer Endorsements
"Jacob is the model attorney when it comes to professionalism and ethical advocacy. I have always known Jacob to put the needs and concerns of his clients at the forefront while having a unique quality of being able to find the proverbial “win-win” for all parties involved. I endorse this lawyer."
"Jacob is highly conscientious, diligent, and a hard-working attorney. His advice is a straight-shooting, tell 'em as it really is, approach. At a personal level, I've seen Jacob in a variety of professional and social settings for 10+ years. He is a man of his word. He simply does what he says. I therefore endorse Jacob as an attorney."
"Jacob exhibits a high standard of professionalism but maintains a personable relationship with his associates. He has my highest recommendation."
"Jacob is a careful and meticulous professional. He makes sure the job is done right for his clients and tries hard to provide value in every way he can. I trust his expertise."
"I endorse this lawyer."
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Real estate lawyer
Harry Eisenberg
Estate planning lawyer
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Civil rights lawyer
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Tax lawyer
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Tax lawyer
Samuel Nielson
Employment and labor lawyer
Thuy Nguyen
Business lawyer
Bradley Carmack
Civil rights lawyer
Jarom Hillery
Estate planning lawyer
William Duncan
Civil rights lawyer
Lindsey Stewart
Administrative law lawyer
Don Sessions
Employment and labor lawyer
Britten Sessions
Intellectual property lawyer
Nicholas Gordon
Immigration lawyer
Shawn Meade
Immigration lawyer
Experience
Honors
2009
Member, George Mason Law Review
2000
Eagle Scout, Boy Scouts of America
Work Experience
2016 - Present
Attorney, Inter Vivos, PLLC
2014 - Present
Attorney/Financial Consultant, Stewart Consulting Services, LLC
2012 - 2016
Chief Tax Consultant/In-House Counsel, Legally Mine, LLC
Associations
2012 - Present
Utah State BarMember
1995 - Present
Boy Scouts of AmericaEagle Scout
Sample of Legal Cases
Advanced Tax Planning
The client saved approximately $300k in taxes
Education
2011
George Mason University
JD - Juris Doctor
2007
Brigham Young University
BA - Bachelor of Arts
Speaking Engagements
2017
Transamerica/Word Financial Group Advisers
Estate Planning Presentation for Transamerica/Word Financial Group Advisers
2017
Transamerica/Word Financial Group Advisers
Estate Planning Presentation for Transamerica/Word Financial Group Advisers
2017
TOP CFOS Podcast
Forming Sound Tax Strategies
2016
Publications
2011
Legislation and Policy Brief (American University)
Referenda and the District of Columbia's Human Rights Act: Voting on Same-Sex Marriage in the Nation's Capital
Languages
English
French
Spanish
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Is texting someone you'll tell the manager of the building if they keep making noise a threat?
07 Jan 2019
Q&A
Can a landlord of apt. Building charge tenants property tax?
02 Jul 2016
Q&A
When providing an address to the CA secretary of state for an LLC, can a UPS store mailbox be used even when PO boxes can't be?
30 Jun 2016