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Dahl v. Dahl, 2015 UT 23
In Dahl v. Dahl, 2015 UT 23, the Utah Supreme Court held that Kim Dahl had an enforceable interest in a Nevada asset protection trust that was established by her husband, Charles Dahl, during the marriage with marital property. The … Continue reading
Protecting Your Utah Estate Plan: Inform Your Beneficiaries
This post is the fifth in a series of posts that offer recommendations for safeguarding your estate plan against the improper conduct of trustees, family members and others. Sharing information with your beneficiaries during your lifetime can help ensure that … Continue reading
Safeguarding Your Utah Estate Plan: Selecting the Trustees
This post is the third in a series of posts that recommend techniques for protecting one’s estate plan from the negligent and/or unscrupulous actions of trustees, family members and others, in order to ensure that the estate plan will be … Continue reading
Protecting Your Utah Estate Plan from Undue Influence
This post is the second in a series of posts that offer suggestions for protecting one’s estate plan from the unprincipled behavior of trustees, family members and other perpetrators, in order to ensure that the estate plan will be implemented … Continue reading
Safeguarding your Utah Estate Plan: What are the Dangers?
This post is the first in a series of posts that suggest various approaches for protecting one’s estate plan from the illicit conduct of successor trustees, family members and others, in order to ensure that the estate plan will be … Continue reading
Look Over Your Lawyer’s Shoulder
Even if your estate planning attorney is highly qualified, it is prudent to ask plenty of questions and check his or her work. The following is a list of basic points to keep in mind as you work with your … Continue reading
What Happens to a Revocable Trust in Utah After Death?
When a person dies with a revocable trust, the successor trustee has certain responsibilities that must be promptly performed. Unfortunately, it is not uncommon for the trustee to drag his feet, leaving the beneficiaries wondering what their options are. The … Continue reading
Funding a Revocable Trust in Utah
A revocable trust offers two potential benefits: (1) it avoids the need for a probate upon death; and (2) it avoids the need for a conservatorship in the event of incapacity. (For a discussion of probate in Utah, see “Basic … Continue reading
Do I Need a Revocable Trust in Utah?
A revocable trust is used to avoid probate. As described in the preceding blog post, probate in Utah is not as cumbersome as it is in some other states. In Utah, a petition for informal probate can be approved by … Continue reading
What a Revocable Trust Does – and Does Not Do
There are really just two reasons to have a revocable trust instead of a traditional will. First, a fully-funded revocable trust eliminates the need for a probate of one’s assets upon death. Second, a fully-funded revocable trust eliminates the need … Continue reading