Tag Archives: Utah wills

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

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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

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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

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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

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Estate of Valcarce

In Estate of Valcarce, 301 P. 3d 1031 (Utah App. 2013), the Utah court of appeals affirmed the district court order admitting to probate an unsigned copy of the decedent’s 1991 will. Two of the decedent’s brothers had submitted the … Continue reading

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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

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