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You are welcome to call me at (801) 534-7228 if you have questions you think I can help you with.I'm very good at processing probate cases and at resolving family feuds. Call me at (801) 534.7228.For questions about Trusts, call me at (801) 534.7228. With 25+ years of expertise, I can help you.
|Award name||Grantor||Date granted|
|"AV" Rating (highest rating): 2007 to present||Martindale-Hubbell||2015|
|Utah Legal Elite||Utah Business Magazine||2014|
|Utah Legal Elite||Utah Business Magazine||2013|
|Utah Legal Elite||Utah Business Magazine||2012|
|Utah Legal Elite||Utah Business Magazine||2011|
|Utah Legal Elite||Utah Business Magazine||2010|
|Utah Legal Elite||Utah Business Magazine||2009|
|Utah Legal Elite||Utah Business Magazine||2008|
|Utah Legal Elite||Utah Business Magazine||2007|
|Attorney, Partner||Jones Waldo Holbrook & McDonough PC||2006 - Present|
|Attorney||Private Practice||1983 - 2006|
|Association name||Position name||Duration|
|United States Supreme Court Bar||Member||2006 - Present|
|American Academy of Estate Planning Attorneys||Member||1995 - Present|
|Utah State Bar, Estate Planning Section||Member||1995 - Present|
|Utah State Bar||Member||1983 - Present|
|Guardianship & Conservatorship||Court granted Petition and appointed parents as Guardians and Conservators of minor child|
|Probate Litigation||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|
|Parent mistakenly trusted child to share inheritance with siblings||Sibings' attempts to obtain share of inheritance failed.|
|See all legal cases|
|Utah Association of CPAs||Utah's New Asset-Protection Trust Law||2014|
|The Enterprise||Important Reasons to do Estate Planning||2010|
|Aspatore Book publication||Inside the Minds: Family and Business Succession Planning||2010|
|The Enterprise||The Impact of Divorce on Estate Planning||2009|
|Salt Lake Tribune newspaper||50+ weekly articles published on numerous estate-planning topics||1999|
|Pepperdine University School of Law||Law||Juris Doctorate||1983|
|Brigham Young University||American Studies / Pre-Law||BA - Bachelor of Arts||1980|
|Utah Assoc of CPAs||Utah's Asset Protection Trust Law||2014|
|Producers Education||Not All Trusts Are the Same - Using Trusts to Protect Assets from Lawsuits||2014|
|By Invitation - Ruth's Chris||Using Trusts for Lawsuit Protection||2014|
|Financial Advisors' Conference||Understanding the Power of Trusts||2013|
|National (US) Teleconference and Webinar||Succession Planning for Farmers and Ranchers||2011|
|500+ conferences, seminars, and workshops from 1995 to present||Various estate-planning subjects (Living Trusts, Estate Taxes, 2nd Marriage Planning, Asset-Protection Planning, Business Succession Planning||2010|
|The Ultimate Gift||Legacy Planning||2009|
|Private Banking Customer Event||FAQ Regarding Estate Planning||2009|
|Not All Trusts are Created Equal||Not All Trusts are Created Equal||2009|
|NECA (Utah Chapter) Florida Convention||Legacy Planning||2009|
|Annual Meeting||Estate Planning for Farmers||2007|
|10 Statewide Seminars for Utah Farm Bureau||Estate Planning for Farm & Ranch Families||2006|
|Estate Planning for University Faculty & Alumni||Estate Planning and Charitable Planning||2005|
|Merrill Lynch Private Banking||Charitable Giving: Paul Evans "Christmas Box House"||1999|
|Utah Dental Convention||Asset Protection Planning||1998|
Posted by Susan
I have been incredibly pleased with the work that Mr. Holmgren and his staff have done for me and my family. My mother moved to Salt Lake City from out of state several years ago and he helped her update her Living Trust at that time. When she later died, both Mr. Holmgren and the knowledgeable and experienced staff in his office made my job as successor trustee immensely easier.
Since that time, and because of the high quality work he did on my mother's trust, my husband and I have used Mr. Holmgren's services to establish our own living trust, combined with an asset protection plan for our investment properties and business interests.
Posted by Leland
Mr. Holmgren is experienced. He thought of several situations and brought insight we had not previously imagined. He is warm, friendly and willing to answer questions--even investigate further an area where we had unique circumstances. Mr. Holmgren is delightful to be around and thorough in his preparation, especially for our unique requests and situation(s).
Posted by Dan
Mr. Holmgren is an extremely competent estate planning attorney whose unique and compassionate approach delivers outstanding results. After using him to prepare my family trust, I now recommend him to my clients including those with the most complex planning needs. I feel completely confident in his abilities in providing comprehensive and detailed plans.
As a financial representative, I've been extremely impressed with Mr. Holmgren's knowledge of estate planning, his attention to detail and his accessibility to me and my clients.
Raymond German, Estate planning Attorney
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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