For non-lawyers, this website offers basic Utah estate planning information free-of-charge. It provides useful information on:
and other Utah estate planning issues.
Also available on this site, for lawyers, is The Utah Law of Trusts & Estates, a comprehensive 700-page legal reference treatise, as well as other information of interest to trust & estate attorneys, such as:
Current Legal Developments: A blog discussing recent Utah legislative developments and recent Utah Supreme Court and appellate court decisions of interest to trust and estate attorneys.
The Utah Rules of Professional Responsibility for Trust & Estate Lawyers: A 70-page article on the Rules of Professional Responsibility as they pertain to a trusts & estates practice in Utah.
Abstract of Utah Trust & Estate Law for Non-Utah Lawyers: A summary of Utah statutes that pertain to trusts and estates.
Utah Trustee Fee Survey Results: The results of a survey the author conducted of fees charged by institutional and private professional trustees in Utah for various types of assets.
Utah Trust & Estate Articles and Other Publications:A list of Utah Bar Journal articles, University of Utah and BYU Law Review articles and Utah Bar presentations on topics of interest to trust and estate attorneys.
Utah Trust Company Genealogy: A list of current Utah institutional trustees that have succeeded to the trust business of other Utah institutional trustees.
Utah Trust & Estate Address Book of Professional Resources:A convenient list of Utah accountants, real estate appraisers, business valuation experts, corporate trustees, private professional trustees, government offices and other persons and organizations providing services to trust and estate professionals in Utah.
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Accountants and Accounting Firms: Salt Lake Area
The following is intended to be a list of some accountants and accounting firms in the Salt Lake area who have experience with trust and estate matters. However, no representation is made with respect to whether any particular accountant or firm does in fact have such experience, and no endorsement is made of any such accountants or firms.
Wisan Smith Racker & Prescott132 Pierpont Ave., Suite 250Salt Lake City, Utah 84101Phone: 801-328-2011Fax: 801-328-2015
M. Keith Prescott, CPAGeorgia Bircumshaw, CPA: email@example.comGregory G. Prawitt, CPA: firstname.lastname@example.orgLynne S. Wilhelmsen, CPA: email@example.com
Pinnock, Robbins, Posey & Richins136 East South Temple, Suite 2250Salt Lake City, UT 84111Phone: 801-533-0409
James R. Beaudoin, CPA, CFP: firstname.lastname@example.orgGregory O. Hyde, CPA, CFP, PFS: email@example.comC. Gene Maxwell : firstname.lastname@example.org
Karren Hendrix Stagg Allen111 East Broadway, Suite 250Salt Lake City, Utah 84111Phone: 801-521-7620www.khsa.biz
B. Joe MerkleyJeff N. RirieG. John Runia
Jensen Keddington5292 South College Drive, Suite 101Salt Lake City, Utah 84123Phone: (801) 262-4554
Gregory B. Whitegregw@jensenkeddington.com
Savas Greene & Co.6405 South 3000 East, Suite 201Salt Lake City, Utah 84121Phone: (801) 453-2080
Hansen, Barnett & Maxwell5 Triad Center, Suite 750Salt Lake City, UT 84180Phone: (801)532-2200Fax: (801)532-7944
Preston Eichers, CPA: email@example.comNewell K. Johnson, CPA
Styner, Bates & Jensen, P.C.510 South 200 West, #200Salt Lake City, Utah 84101Phone: 801-531-9100
Sandy Banks, CPA: firstname.lastname@example.org
Child, VanWagoner & Bradshaw5296 S. Commerce Dr., #300Salt Lake City, UT 84107Phone: 801-281-4700
David Borsos, CPA: email@example.com
Osborne, Robbins & Buhler4527 S. 2300 E. Ste. 201Holladay, UT 84117Phone: 801-308-0220
Phillip E. Osborne, CPA: firstname.lastname@example.org
Trader Roberts & Associates, PLLC3263 S. Hwy. 89, Suite 100Bountiful, UT 84010Phone: 801-335-0353
Curtis D. Trader, CPA: Curtis@trc-cpas.com
Gary A. York & Associates1604 South 1100 EastSalt Lake City, Utah 84105Phone: 801-486-8157
Gary A. York, CPA, CFP, CAPT
Accounting, Etc. PC880 W. Merician Cr.Murray, UT 84123Phone: 801-366-9966
Val Shaffer, CPA: VALSHA@msn.com
Niederhauser & Davis1741 Sidewinder Drive, Suite 200Park City, Utah 84060(435) 655-3300parkcitycpa.com
Richard K. Bingham, CPA25 East 2200 SouthBountiful UT 84010Phone: 801-201-2616
Accountants and Accounting Firms: Utah Valley
The following is intended to be a list of some accountants and accounting firms in Utah Valley who have experience with trust and estate matters. However, no representation is made with respect to whether any particular accountant or firm does in fact have such experience, and no endorsement is made of any such accountants or firms.
Hawkins, Cloward & Simister, LC1095 South 800 East, Suite 1Orem, Utah 84097(801) 224-1900
Ron K. Hawkins: email@example.comKevin L. SimisterRonda H. Gardner: firstname.lastname@example.orgBruce D. Garfield: email@example.com
Gilbert & Stewart190 West 800 North, Suite 100Provo, Utah 84601(801) 377-5300
James A. Gilbert: firstname.lastname@example.orgBen H. Probst: email@example.com
Biesinger & Kofford CPAs4692 North 300 West, Suite 210Provo, Utah 84604(801) 802-9100
Ken W. Biesinger: firstname.lastname@example.org
Joseph M. Larsen3549 North University Avenue, Suite 225Provo, Utah 84604(801) 373-5300
William W. Olsen821 Greenridge AvenuePayson, Utah 84651(801) 809-4805
Business Valuation Firms
The following is a list of some firms doing business in Utah that provide valuation services with respect to business entities, including family limited partnerships. No endorsement is made of any such firm.
Lone Peak Valuation GroupKey Bank Tower at City Creek36 South State Street, Suite 500Salt Lake City, Utah 84111Phone: (801) 708-7700
Roger Smith: email@example.com
Houlihan Valuation Advisors675 East 2100 SouthSuite 260Salt Lake City, Utah 84106www.houlihan.comPhone: (801) 322-3300
FMV3333 Michelson Drive, Suite 900Irvine, CA 92612www.fmv.comPhone: (949) 759-4499
Real Estate Appraisers
The following is intended to be a list of well-qualified real estate appraisers. However, no endorsement is made of any such appraiser.
The Cook GroupJonathan Cook1445 East 3300 SouthSalt Lake City, Utah 84106Phone: firstname.lastname@example.org
Free & AssociatesGary Free1100 East 6600 South, Suite 201Salt Lake City, Utah 84121801-262-3388
20 North Main Street, Suite 304St. George, Utah 84770Phone: 435-773-6300
The Fortis GroupTroy Lunt4535 South 2300 East, Suite 100Salt Lake City, Utah 84117Phone: 801-438-1800 ext. email@example.com
Bodell-VanDrimmelenM. Trenton Bodell774 East 2100 SouthSalt Lake City, Utah 84106Phone: firstname.lastname@example.org
Appraisal Group, Inc.Paul W. Throndsen7396 South Union Park Avenue, Suite 301Salt Lake City, Utah 84047Phone: (801) 263-1200; (435) 649-8449
Bob Barlow2019 South 700 EastBountiful, Utah 84010Phone: (801) 292-2700
Erkelens & Olson Auctioneers(801) 355-6655www.salesandauction.com
Art and Antique Appraisers
Allen Dodworth Art Appraisal AssociatesSalt Lake City, Utah(801) email@example.com
Soltesz Fine Art ConsultingPark City, Utah(435) firstname.lastname@example.org
Utah Educational Savings Plan
Utah Educational Savings Plan60 South 400 WestGateway 2Salt Lake City, Utah 84101Phone: 801-321-7188uesp.org
Guardian & Conservator ServicesMargy M. Campbell716 East 4500 South, #N160Salt Lake City, UtahPhone: email@example.com
Karren Hendrix Stagg AllenRebecca M. Allred111 East Broadway, Suite 250Salt Lake City, Utah 84111Phone: firstname.lastname@example.org
America First Credit Union4768 Harrison Blvd.Ogden, Utah 84403Phone: 801-827-7132Contact: Kerry C. Wangsgardkwangsgard@americafirst.com
Bank of Utah711 South State StreetSalt Lake City, Utah 84111Phone: (801) 924-3616www.bankofutah.comContact: Craig Standingcstanding@bankofutah.com
Key Bank36 South State Street, 26th FloorSalt Lake City, Utah(801) 297-5777Contact: Lisa Marianolisa_k_mariano@keybank.com
U.S. Bank170 South Main Street, 6th FloorSalt Lake City, UtahContact: Kim Ford(801) 537-6903
Wells Fargo Bank299 South Main Street, 8th FloorSalt Lake City, Utah 84111Contact: Rex WheelerPhone: (801)
Western National Trust CompanyOne South Main Street, 12th FloorSalt Lake City, Utah 84133Phone: (801) 844-7739Contact: Dirk Samsondirk.email@example.com
Private Professional Trustees
Karren Hendrix Stagg AllenRebecca M. Allred111 East Broadway, Suite 250Salt Lake City, UT 84111Phone: firstname.lastname@example.org
Utah Probate Courts
Third District - Salt Lake County450 South State StreetSalt Lake City, Utah 84114(801) 238-7164
Fourth District - Utah County125 North 100 WestProvo, Utah 84601(801) 429-1012
Internal Revenue Service
210 North 1950 WestSalt Lake City, Utah 84134Phone: (801) 799-6963
50 South 200 EastSalt Lake City, Utah 84111Phone: 801-799-6963
173 East 100 NorthProvo, Utah 84606Phone: 801-377-6971
324 25th StreetOgden, Utah 84401Phone: 801-625-5583
Utah State Tax Commission
210 North 1950 WestSalt Lake City, Utah 84134Phone: (801) 297-2200www.tax.utah.gov
150 East Center Street, #1300Provo, Utah 84606Phone: 801-374-7070
2540 Washington Blvd., 6th FloorOgden, Utah 84401Phone: 801-626-3460
100 South 5300 WestHurricane, Utah 84737Phone: 435-251-9520
Office of Vital Records and Statistics288 North 1460 WestP.O. Box 141012Salt Lake City, Utah 84114Phone: (801) email@example.com
Fiduciary Bond Providers
Dominion Insurance270 North Main StreetAlpine, Utah 84004Phone: 801-492-9100Contact: Larry Hilton
Utah State Bar Estate Planning SectionRuss Blood, Presidentrmb@russbloodlaw.com
Salt Lake Estate Planning Councilwww.estateplanners.orgContact: Dave Halladaydave@estateplanners.org
Utah Valley Estate Planning Councilwww.uvepc.orgContact: William W. Olsen, Presidentadvisors@uvepc.org
Estate Planning Council of Northern UtahBrian Cannell: (435) 752-2610Eric Whitehead: (435) 752-6496
American College of Trust & Estate Counsel (ACTEC)www.actec.org
Utah State Bar Elder Law SectionRobRoy Platt, Presidentrobroy@plattlawpc.com
Utah Community Foundations
The following is a list of some community foundation located in Utah. No endorsement is made of any of such organizations.
The Community Foundation of Utah6550 Millrock Drive, Suite 125Salt Lake City, Utah 84121Phone: (801) 559-3005www.utahcf.org
Foundation for the American West584 South State StreetOrem, UT 84058Phone: (801)221-7943www.fawdonor.org
Utah Community FoundationContact: Nancy Mathews, Executive Director310 S. Main Street, Suite 1330Salt Lake City, UT 84101-2105Phone: (801)844-8538
Ogden Community FoundationP.O. Box 185Ogden Utah 84402
Community Foundation of Ogden ValleyP.O. Box 684Eden, Utah 84310www.cfogdenvalley.org
Draper Community Foundationwww.drapercommunityfoundation.org
Hellenic Community FoundationP.O. Box 521686Salt Lake City, Utah 84152www.hcfslc.org
Other Utah Charitable Organizations
The following is a list of some prominent Utah-based charities. For a list of Utah community foundations, see the previous link. No endorsement is made of any of these charities.
Utah Cancer Foundation3838 South 700 East, Suite 100Salt Lake City, UT 84106Phone: (801) 281-6861utahcancerfoundation.org
Utah Foundation for the Blind and Visually Impaired2056 West Carriage AvenueRiverton, Utah 84065Phone: (801) 209-8492www.ufbvi.org
United Way of Salt Lake175 South West TempleSuite 30Salt Lake City, Utah 84101(801) 736-7800www.uw.org
United Way of Utah County148 North 100 WestP.O. Box 135Provo, Utah 84603801-374-2588www.unitedwayuc.org
United Way of Northern Utahwww.uwnu.org
Community Health Charities of Utah275 E. South Temple, Suite 205Salt Lake City, Utah 84111Phone: (801)521-4705utah.healthcharities.org
Community Shares/UtahP.O. Box 71959Salt Lake City, UT 84171Phone: firstname.lastname@example.org
Utah Hemophilia Foundation772 East 3300 South, Suite 210Salt Lake City, UT 84106Phone: 801-484-0325www.hemophiliautah.org
Utah Valley Healthcare Foundation1034 North 500 WestProvo, Utah 84604(801) email@example.comContact: Phil Barker
Utah Food Bankwww.utahfoodbank.org(801) 978-2452
Rescue Mission of Salt Lakewww.rescuesaltlake.org(801) 746-1006
LDS Philanthropies15 E. South Temple2nd Floor EastSalt Lake City, UT 84150Phone: (801)240-5567www.ldsphilanthropies.org
Adult Protective Services
Salt Lake County: (801) 538-3567 or (801) 264-7669All Other Counties: (800) 371-7897
Thank you for your interest.
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