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Randall J Holmgren

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

5.0   19 reviews

About Randall

Learn Randall’s areas of practice.

5
Practice areas
  1. Trusts
    50%
    Trusts serve a variety of purposes all the way from avoiding probate court to protecting assets from divorces, lawsuits, and other perils. They are also widely used for estate-tax and inheritance-tax minimization.

    39 years, 1,000 cases

  2. Probate
    20%
    Probate is required, in the absence of a "funded" trust, to get a court order authorizing the estate to transfer assets according to the Will or according to law.

    39 years, 60 cases

  3. Estate planning
    10%
    Estate planning is what you do, with a Will or Trust, to legally document your instructions for distributing your estate assets when you have died. Trusts can avoid Probate, while Wills cannot, but a Will can designate who will raise your minor chil

  4. Guardianship
    10%

  5. Wills and living wills
    10%
    Wills can designate who receives your estate assets and when, how and why. So can a Trust, but Wills have to be validated by a Probate Court so many people prefer the Trust. Living Wills and Medical Power of Attorney ensure that your end of life an

    39 years, 1,000 cases

Using Trusts and other legal tools, I help people protect their assets from lawsuits, divorces, second marriages, taxes, probate and family feuds that arise when planning documents are not clear, concise, and thorough. I help my clients identify the legacy they want to leave to their family and their community.

Randall "Randy" Holmgren's practice focuses exclusively on estate planning, asset-protection planning, and business succession planning.

Estate planning includes protections aimed at eliminating federal and state death taxes -- and the delays, hassles and costs of probate. Many clients act on Randy’s suggestions to establish educational trusts to help descendants improve their qualifications in trades, businesses or professions. Similar trusts are also set up to pay wedding expenses and the down payment on a first home. The ideal distribution of funds stems from the adage that ”it’s better to teach someone to fish than to give him a fish.” “Incentive trusts" enable descendants to receive certain amounts of inheritance when they reach milestones – educational, vocational or professional. Mr. Holmgren has taken hundreds of clients through the planning process to help them achieve estate their objectives.

Mr. Holmgren's asset protection work includes precautions and preventative measures that can prevent the loss of assets at the hands of a bitter lawsuit or divorce. He establishes the proper types of entities to ensure that protection. Time is of the essence when it comes to this type of planning as it must be done well in advance of possible calamities – not at the eleventh hour.

For owners of businesses, farms and ranches, Randy helps families engineer succession plans that, if desired, can keep such companies going into the coming generations. Issues of tax-savings must be weighed in the light of family dynamics in deciding which children can and will lead the business and how family members outside the business will respond. Consideration must also be given to what influence children's spouses will have on the success of the plan. This area of planning is most often neglected because it is often the hardest to clarify and put in writing. Randy has helped families in communities – statewide and beyond – to roll up their sleeves and work on developing plans for ensuring the continuation and success of their family business.

Mr. Holmgren also helps identify what non-monetary legacy clients want to leave -- such as values, wisdom, principles, beliefs, life experiences, family name, and a commitment to certain charitable causes. Frequently, individuals don't take time to consider the value of their life to others, and they miss opportunities to leave a greater legacy than just money. Through estate-planning consultations, Mr. Holmgren helps clients identify what they want to accomplish and how to legally ensure it happens.

When estate planning has not been thorough, properly updated, or not prepared at all, Randy and other attorneys in the Jones Waldo “Estates & Trusts” group accept cases where courts are used to administer the affairs of decedents. Yet, he thoroughly believes that “a stitch in time saves nine” and that well-designed planning will shield families from lawsuits, probate, taxes, family feuds and other perils.

Mr. Holmgren has received the highest possible peer reviews (AV rating) from the national rating service Martindale Hubbell. Randy was listed in Utah Business Magazine's listing of Utah's Legal Elite for 2007 and 2008. He is admitted to practice law before the United States Supreme Court and the federal and state courts in Utah. Since 1995, he has been a member of the American Academy of Estate Planning Attorneys. Randy is also a member of the Utah State Bar Estate Planning Section and the Salt Lake Estate Planning Council. Mr. Holmgren currently serves as a member of the Development Advisory Committee for Community Nursing Services and on the Planned Gifts Committee of Southern Utah University.

Randy was born in Brigham City, Utah and has lived in Utah throughout his professional career. He received a Bachelor's Degree from Brigham Young University in 1980 where he served as student body Vice President. In 1983, he received his law degree (Juris Doctorate) from Pepperdine University School of Law in Malibu, California.

Randy has presented hundreds of lectures, seminars and workshops on estate planning, asset protection and business succession. He is a frequent presenter at colleges, universities, conventions, financial institutions and church and social groups.

Randy and his wife, Julie, are the parents of five children. They are active in church and community events and causes.

Aside from his current areas of expertise, Mr. Holmgren remembers a case from the early 90’s when he successfully represented a woman from Australia, in federal court, after her children were abducted from their home abroad and kept in hiding by her estranged husband in the United States. The case hinged upon interpretations of federal and international law, and The Hague Convention. In a highly contested court trial, conducted under emergency conditions, the federal judge sided with the mother of the children and used U.S. Marshals to identify where the children were being hidden and secure their safe passage home to Australia.

Photos and videos

Licensed for 39 years
State UT
Status Active
Acquired 1983
Updated 11/08/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Randall

Pearson Butler Law Firm
1802 W. Sourth Jordan Parkway, #200
Salt Lake City (South Jordan), UT, 84101
Pearson & Bulter
1802 W South Jordan Pkwy
South Jordan, UT, 84095
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Reviews

5.0 / 5.0
  19 customer reviews
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Posted by David | July 23, 2020
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Randy and Alex are truly professional
A top flight experience for both of us. Randy is helpful in answering questions without exhibiting "a greater than thou" attitude, which I have found is prevalent in the legal profession. We have worked with him over several decades.
Posted by Brooke | April 22, 2019
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Consultation
Randall Holmgren was prompt to reply and ask clarification. He detailed what information I needed to proceed.
Posted by Patricia | April 10, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Very satisfied and happy clients . . .
Randy listened very carefully to our concerns and desires. He did some thoughtful deliberation about how to counsel us, and we feel like we accomplished exactly what we wanted to. Randy is professional, kind, and efficient.
Posted by anonymous | April 8, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate & Wealth Protection Planning
I worked with Randy Holmgren on setting up all of my estate and wealth protection planning. He was extremely thorough in explaining the benefits of all of the options I had as well as explaining to me the pros and cons of all options. When it was all said and done I can sleep much better at night knowing he helped me get everything I needed in place to make sure my estate is protected and my family is taken care of in all circumstances. Extremely friendly and very knowledgeable.
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Posted by H. Dickson Burton | April 7, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Great Estate Planning Attorney
Randy helped my family redo our estate plan. He thought of everything, including many questions I would not have thought to ask (even though I'm an attorney too). He is thorough, thoughtful and explains everything very simply and appropriately. Highly recommend.
Posted by Lorin and LaRae | April 5, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
Over the years, my wife and I have found Mr. Holmgren to be very professional and knowledgeable in creating and maintaining our estate planning. He has shown a sincere interest and has helped us create a plan that will benefit our family upon our death.
Posted by Kent | April 5, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Client
Randy has helped me with my estate planning since 1997 and his advice has always been "spot on". When my wife passed away in 2005, I was so grateful that I followed Randy's advice to setup and properly maintain a family living trust. The last thing I needed at that time was to deal with courts, probate and having my personal information made public. Thank you, Randy - you're a friend as well as a trusted advisor!
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Posted by anonymous | April 3, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Thorough and careful
One of Randy's strength's is his ability to review things carefully and thoroughly. We have used Randy multiple times to help us with our estate planning. We are grateful for his work on our behalf.
Posted by Randy | April 2, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Living Trust Help
Randall was terrific in sitting down with me and my wife and making sure we thought about future scenarios and how we would want our money to be distributed, his thoroughness was exemplary. I would recommend him to anyone wanting to have an excellent living trust for their family.
Posted by Mark | April 1, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Very fine work in setting up Trust.
Randy was thorough in reviewing my estate and providing trust instruments for us. I would recommend him to anyone seeking a professional trust & estate attorney in Utah.
Posted by Jim | April 1, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Personable, patient, knowledgeable
Randy worked on me and my wife's estate docs (trusts, etc.), then helped me with my fathers' trust before and after he passed away. Every interaction with him has been gratifying -- not a word I use often concerning attorneys. Being a business owner, I've worked with many attorneys in different fields, and Randy is one of the best.
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Posted by Jeremy | July 30, 2010
Thorough, insightful and experienced
My wife and I had an outstanding experience with Randy as he prepared our estate planning documents. Randy asked many insightful questions to put us in the right frame of mind to make decisions around our children and estate. The questions were very thorough and covered many different angles of the estate plan. Randy took our responses and created a tailored document to fit our needs. Thank you Randy for your excellent service!
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Posted by Blair | July 8, 2010
Randall Holmgren review
My Mother died last December and I am the Executor and Trustee of the Estate. I thought everything had been taken care of before Mother died, so that the estate would move to the heirs smoothly without any Probate ( the work was done by a different Attorney). Unfortunately, their was one asset which had the potential to throw the whole Estate into Probate. I contacted Randy Holmgren and he immediately prepared a Mini-Probate Document which I successfully used to transfer the Asset to the heirs, thus saving us a substantial amount of expense. I highly recommend Randy Holmgren.
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Posted by Dan | July 6, 2010
Extremely Competent, Compassionate and Responsive!
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.
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Posted by jon | July 3, 2010
estate planning
Randy is a very insightful and thoughtful estate planning attorney who provides creative structures for complex estate needs. I will continue to use Randy in the development of my estate planing going forward.
Posted by Leland | July 2, 2010
Insightful and Patient
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).
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Posted by Susan | July 2, 2010
Excellent service and staff
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.
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Posted by Becky | July 2, 2010
Working with Randy
I have retained Randy for a very difficult cases in Trust and Conservatorship work. He is knowledgable and readily accessible, uncommon for an attorney. He is also very thorough, kind, and a delight to work with! Family disputes can often become difficult and very tense. Particularly when there are finances and persnoal property involved. Randy has assisted me in settling someTrusts and in some family Conservatorship cases; some of which were very complicated and very contentious. He has been patient with me in trying to determine what our best course of action is, as well as his patience with and understanding of the family members,. However, if there is a need to be forceful to protect Trust assets and, therefore, someone's rights, he can be a bulldogl.
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Posted by anonymous | February 22, 2010
Excellent Estate Planning Attorney
My wife and I had Randy create our estate planning documents. Randy was very insightful and asked us several key questions to help us dig down to the root of our core beliefs and determine our best course of action should anything happen to us. He listened to us as we talked through the questions and he helped pull the "noise" out of our disucussion to find what we wanted. He was very detailed and complete of his review and put a very personal touch to our plan. His staff was exteremly helpful in getting administrative matters regarding the estate plan handled as well. Overall, my wife and I are very happy with Randy's work and would definitely recommend him to anyone looking to create or update their estate plan.
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Cost

Rates
  • Free Consultation 120 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney, Partner
  • Pearson & Butler, PLLC
  • 2018 - Present
  • Attorney, Partner
  • Jones Waldo Holbrook & McDonough PC
  • 2006 - 2018
  • Attorney
  • Private Practice
  • 1983 - 2006

Education

  • Pepperdine University School of Law
  • Juris Doctorate
  • 1983
  • Brigham Young University
  • BA - Bachelor of Arts
  • 1980

Legal Cases

  • 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.
View all legal cases

Associations

  • 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
View all associations

Languages Spoken

  • English
  • Spanish

Awards

  • "AV" Rating (highest rating): 2007 to present
  • Martindale-Hubbell
  • 2020
  • Utah Legal Elite
  • Utah Business Magazine
  • 2020
  • Utah Business Magazine
  • Utah Legal Elite
  • 2020
  • 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
View all awards

Publications

  • 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
View all publications

Speaking Engagements

  • 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
View all speaking engagements

Attorney endorsements

Received (23)
Given (11)
Unknown Attorney | Mar 15
Relationship: Fellow lawyer in community
"Randy has been my mentor and has been a great help to me as I start my legal career. He is helpful, knowledgeable, and well respected and revered by his clients and peers alike."
Estate planning Attorney | May 31
Relationship: Fellow lawyer in community
"I have known, worked with and referred clients to Randy. He is a highly-skilled, experienced estate planning attorney who exhibits incredible dedication to his clients and his craft. I endorse Randy as a top-notch attorney."
Unknown Attorney | May 20
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Estate planning Attorney | Nov 25
Relationship: Other
"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."
Estate planning Attorney | Oct 24
Relationship: Fellow lawyer in community
"I've known Randy through our affiliation with a national organization of estate planning attorneys that fosters professional excellence. Randy is a compassionate and knowledgeable estate planning attorney. He cares about his clients and makes complicated estate planning concepts easy to understand. I endorse him as an exceptional estate planning attorney."
Estate planning Attorney | Oct 21
Relationship: Fellow lawyer in community
"I know Randall through our mutual membership in the American Academy of Estate Planning Attorneys. He is an excellent attorney and I am happy to recommend him."
Estate planning Attorney | Oct 21
Relationship: Other
"I recently had the pleasure of meeting and spending some time with Randall at an educational summit. Randall has a comprehensive knowledge of Estate Planning law, and is well equipped to be a one-stop solution for the planning needs of his clients. I highly endorse Randall as a great advocate in the Salt Lake City area."
Estate planning Attorney | Oct 21
Relationship: Other
"I endorse this lawyer. Randall is a nice person and talented attorney. He works hard to maintain his expertise for representing his clients. He is trustworthy and honest, all you want in your attorney."
Estate planning Attorney | Oct 20
Relationship: Other
"I endorse this lawyer. Randall is a fellow member of the American Academy Estate Planning Attorney. His years of experience as an estate planning attorney is a valuable asset for anyone looking for advice on how to meet their estate planning objectives."
Estate planning Attorney | Oct 20
Relationship: Other
"Randy is an excellent attorney. I am happy to highly recommend him."
Probate Attorney | Oct 20
Relationship: Worked together on matter
"I endorse this lawyer. Randy and I worked on a probate matter together, very knowledgeable and responsive."
Estate planning Attorney | Oct 19
Relationship: Other
"I endorse this lawyer. I have been associated with him for several years, observing his dedication to his client's welfare and best interests. He practices with integrity and professionalism in all of his legal endeavors."
Estate planning Attorney | Oct 18
Relationship: Fellow lawyer in community
"I endorse Randall and would highly recommend him to any potential client. Randall is a member of the American Academy of Estate Planning Attorneys and very knowledgeable in the fields of estate planning and elder law."
Estate planning Attorney | Oct 18
Relationship: Fellow lawyer in community
"I endorse this lawyer. Randy is a good friend and a mentor. As a fellow member of a national organization of estate planning attorneys, I have full and unqualified confidence in his abilities and expertise. He is very well known and respected among his peers and in the community generally."
Estate planning Attorney | Aug 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. They are an expert in the field of estate planning."
Estate planning Attorney | Aug 04
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jul 14
Relationship: Fellow lawyer in community
"Competent attorney, and easy to get along with."
Estate planning Attorney | Jul 12
Relationship: Fellow lawyer in community
"I am happy to endorse this lawyer because I have known this attorney for many years and know him to be of the highest integrity and competence."
Estate planning Attorney | Jul 08
Relationship: Worked together on matter
"Randy and I have been colleagues in the American Academy of Estate Planning Attorneys for the past 14 years. I have always found his contributions to be insightful and practical. Randy and I have worked together on several matters and I have found his work to be superior as is his attention to detail. I endorse him without reservation."
Estate planning Attorney | Jul 07
Relationship: Worked together on matter
"I endorse this lawyer's work. I have known Randy for many years through our membership in the American Academy of Estate Planning Attorneys. We have worked together on common matters. He is thoughtful and caring and an expert in the areas of estate planning. I would not hesitate to refer a client to him for their legal services."
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