AVVO Rating of 10 - Highest rating possible.
• 2018 - Selected as Utah Legal Elite, Estate Planning. Part of Utah Legal Elite for 16 years running.
• Rated AV, the highest rating from Martindale-Hubbell the pre-eminent lawyer ratings service for over 35 years.
Consistently featured in Top 100 Utah Lawyers, Utah Business Magazine
Assisted over 3000 clients in creating Trusts, Wills, Asset Protection, Business Succession; Assisted in protecting over $1 Billion in assets.
We build lasting relationships with clients; we listen carefully, plan mindfully, and use our knowledge and experience to work together to find solutions for the concerns of our clients.
• Business management experience and specialization in trusts, succession planning, estate administration, Asset Protection. Managed a mid-size law firm for nearly 20 years.
• Complex and simple estate planning, asset protection. Specializing in Estates and Businesses from $1.0 Million to $100 Million.
• Past speaker at conferences on business, trust, estate planning and tax planning workshops and seminars.
• Managed the largest private brownfield redevelopment and environmental remediation site in the country (former Geneva Steel near Provo, Utah) for nearly 5 years until I returned to full time law practice.
Specialties: Estate and Tax Planning, Wills and Trusts, Probate, Business Formation for Asset Protection and Tax Planning.
Former professor of Taxation at Washington College of Law, Masters in Tax program.
I love to backpack in the beautiful Utah and Wyoming mountains!
Avid motorcyclist!
Avid promoter of Grandchildren!
I am the former President of a Non-Profit - Community Development Corporation of Utah - proudly served on their Board for over 25 years.
Former Scoutmaster and proudly served scouting and youth for over 25 years.