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Safeguarding Your Utah Estate Plan: Be Careful of Loans and Gifts
This post is the sixth in a series of posts that offer ideas for ensuring that your estate plan will be implemented as intended. Problems often arise when an estate plan fails to address loans or lifetime gifts to a … Continue reading
Safeguarding Your Utah Estate Plan: Holding the Trustee Accountable
This post is the fourth in a series of posts that consider possible methods for protecting one’s estate plan from the inattentive or unethical conduct of trustees, family members and others, in order to ensure that the estate plan will … Continue reading
Avoiding Probate in Utah
As a general principle, there are four ways to avoid probate in Utah: (1) An asset that is held in the decedent’s revocable trust is not subject to probate. (2) An asset that is held in joint tenancy is not … Continue reading