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Utah Trust & Estate Address Book of Professional Resources

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 & Prescott
132 Pierpont Ave., Suite 250
Salt Lake City, Utah 84101
Phone: 801-328-2011
Fax: 801-328-2015

M. Keith Prescott, CPA
Georgia Bircumshaw, CPA: gbircumshaw@wsrp.com
Gregory G. Prawitt, CPA: gprawitt@wsrp.com
Lynne S. Wilhelmsen, CPA: lwilhelmsen@wsrp.com

Pinnock, Robbins, Posey & Richins
136 East South Temple, Suite 2250
Salt Lake City, UT 84111
Phone: 801-533-0409

James R. Beaudoin, CPA, CFP: jbeaudoin@cpaandmore.com
Gregory O. Hyde, CPA, CFP, PFS: ghyde@cpaandmore.com
C. Gene Maxwell : gmaxwell@cpaandmore.com

Karren Hendrix Stagg Allen
111 East Broadway, Suite 250
Salt Lake City, Utah 84111
Phone: 801-521-7620
www.khsa.biz

B. Joe Merkley
Jeff N. Ririe
G. John Runia

Jensen Keddington
5292 South College Drive, Suite 101
Salt Lake City, Utah 84123
Phone: (801) 262-4554

Gregory B. White
gregw@jensenkeddington.com

Savas Greene & Co.
6405 South 3000 East, Suite 201
Salt Lake City, Utah 84121
Phone: (801) 453-2080

Richard Greene
savasgreene@gsllc.com

Hansen, Barnett & Maxwell
5 Triad Center, Suite 750
Salt Lake City, UT 84180
Phone: (801)532-2200
Fax: (801)532-7944

Preston Eichers, CPA: preston@hbmcpas.com
Newell K. Johnson, CPA

Styner, Bates & Jensen, P.C.
510 South 200 West, #200
Salt Lake City, Utah 84101
Phone: 801-531-9100

Sandy Banks, CPA: sbanks@stayner.com

Child, VanWagoner & Bradshaw
5296 S. Commerce Dr., #300
Salt Lake City, UT 84107
Phone: 801-281-4700

David Borsos, CPA: david@cpaone.net

Osborne, Robbins & Buhler
4527 S. 2300 E. Ste. 201
Holladay, UT 84117
Phone: 801-308-0220

Phillip E. Osborne, CPA: phil@orb-cpas.com

Trader Roberts & Associates, PLLC
3263 S. Hwy. 89, Suite 100
Bountiful, UT 84010
Phone: 801-335-0353

Curtis D. Trader, CPA: Curtis@trc-cpas.com

Gary A. York & Associates
1604 South 1100 East
Salt Lake City, Utah 84105
Phone: 801-486-8157

Gary A. York, CPA, CFP, CAPT

Accounting, Etc. PC
880 W. Merician Cr.
Murray, UT 84123
Phone: 801-366-9966

Val Shaffer, CPA: VALSHA@msn.com

Niederhauser & Davis
1741 Sidewinder Drive, Suite 200
Park City, Utah 84060
(435) 655-3300
parkcitycpa.com

Richard K. Bingham, CPA
25 East 2200 South
Bountiful UT 84010
Phone: 801-201-2616

richbingham@comcast.net

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, LC
1095 South 800 East, Suite 1
Orem, Utah 84097
(801) 224-1900

Ron K. Hawkins: hawk@mycpa.com
Kevin L. Simister
Ronda H. Gardner: ronda@mycpa.com
Bruce D. Garfield: bruceg@mycpa.com

Gilbert & Stewart
190 West 800 North, Suite 100
Provo, Utah 84601
(801) 377-5300

James A. Gilbert: jgilbert@gilbertandstewart.com
Ben H. Probst: bprobst@gilbertandstewart.com

Biesinger & Kofford CPAs
4692 North 300 West, Suite 210
Provo, Utah 84604
(801) 802-9100

Ken W. Biesinger: ken.b@bandkcpas.com

Joseph M. Larsen
3549 North University Avenue, Suite 225
Provo, Utah 84604
(801) 373-5300

jmlarsencpa@comcast.net

William W. Olsen
821 Greenridge Avenue
Payson, Utah 84651
(801) 809-4805

wwocpa@gmail.com

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 Group
Key Bank Tower at City Creek
36 South State Street, Suite 500
Salt Lake City, Utah 84111
Phone: (801) 708-7700

Roger Smith: rsmith@lonepeakvaluation.com

Houlihan Valuation Advisors
675 East 2100 South
Suite 260
Salt Lake City, Utah 84106
www.houlihan.com
Phone: (801) 322-3300

FMV
3333 Michelson Drive, Suite 900
Irvine, CA 92612
www.fmv.com
Phone: (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 Group
Jonathan Cook
1445 East 3300 South
Salt Lake City, Utah 84106
Phone: 801-484-1300
email@thecookgroup.com

Free & Associates
Gary Free
1100 East 6600 South, Suite 201
Salt Lake City, Utah 84121
801-262-3388

20 North Main Street, Suite 304
St. George, Utah 84770
Phone: 435-773-6300

The Fortis Group
Troy Lunt
4535 South 2300 East, Suite 100
Salt Lake City, Utah 84117
Phone: 801-438-1800 ext. 308
troy@fortisgroupllc.com

Bodell-VanDrimmelen
M. Trenton Bodell
774 East 2100 South
Salt Lake City, Utah 84106
Phone: 801-487-3691
trent@bvdappraisers.com

Appraisal Group, Inc.
Paul W. Throndsen
7396 South Union Park Avenue, Suite 301
Salt Lake City, Utah 84047
Phone: (801) 263-1200; (435) 649-8449

Bob Barlow
2019 South 700 East
Bountiful, Utah 84010
Phone: (801) 292-2700

Erkelens & Olson Auctioneers
(801) 355-6655
www.salesandauction.com

Art and Antique Appraisers

Allen Dodworth Art Appraisal Associates
Salt Lake City, Utah
(801) 582-2787
dodworth@xmission.com

Soltesz Fine Art Consulting
Park City, Utah
(435) 901-0961
www.solteszfineart.com
solteszfineart@yahoo.com

Erkelens & Olson Auctioneers
(801) 355-6655
www.salesandauction.com

Utah Educational Savings Plan

Utah Educational Savings Plan
60 South 400 West
Gateway 2
Salt Lake City, Utah 84101
Phone: 801-321-7188
uesp.org

Professional Conservators

Guardian & Conservator Services
Margy M. Campbell
716 East 4500 South, #N160
Salt Lake City, Utah
Phone: 801-281-1100
margy_campbell@xmission.com

Karren Hendrix Stagg Allen
Rebecca M. Allred
111 East Broadway, Suite 250
Salt Lake City, Utah 84111
Phone: 801-521-7620
beckya@khsa.biz

Corporate Trustees

America First Credit Union
4768 Harrison Blvd.
Ogden, Utah 84403
Phone: 801-827-7132
Contact: Kerry C. Wangsgard
kwangsgard@americafirst.com

Bank of Utah
711 South State Street
Salt Lake City, Utah 84111
Phone: (801) 924-3616
www.bankofutah.com
Contact: Craig Standing
cstanding@bankofutah.com

Key Bank
36 South State Street, 26th Floor
Salt Lake City, Utah
(801) 297-5777
Contact: Lisa Mariano
lisa_k_mariano@keybank.com

U.S. Bank
170 South Main Street, 6th Floor
Salt Lake City, Utah
Contact: Kim Ford
(801) 537-6903

Wells Fargo Bank
299 South Main Street, 8th Floor
Salt Lake City, Utah 84111
Contact: Rex Wheeler
Phone: (801) 246-1331
Rex.Wheeler@wellsfargo.com

Western National Trust Company
One South Main Street, 12th Floor
Salt Lake City, Utah 84133
Phone: (801) 844-7739
Contact: Dirk Samson
dirk.samson@trustwntc.com

Private Professional Trustees

Guardian & Conservator Services
Margy M. Campbell
716 East 4500 South, #N160
Salt Lake City, Utah
Phone: 801-281-1100
margy_campbell@xmission.com

Karren Hendrix Stagg Allen
Rebecca M. Allred
111 East Broadway, Suite 250
Salt Lake City, UT 84111
Phone: 801-521-7620
beckya@khsa.biz

Utah Probate Courts

Third District - Salt Lake County
450 South State Street
Salt Lake City, Utah 84114
(801) 238-7164

Fourth District - Utah County
125 North 100 West
Provo, Utah 84601
(801) 429-1012

Internal Revenue Service

210 North 1950 West
Salt Lake City, Utah 84134
Phone: (801) 799-6963

50 South 200 East
Salt Lake City, Utah 84111
Phone: 801-799-6963

173 East 100 North
Provo, Utah 84606
Phone: 801-377-6971

324 25th Street
Ogden, Utah 84401
Phone: 801-625-5583

Utah State Tax Commission

210 North 1950 West
Salt Lake City, Utah 84134
Phone: (801) 297-2200
www.tax.utah.gov

150 East Center Street, #1300
Provo, Utah 84606
Phone: 801-374-7070

2540 Washington Blvd., 6th Floor
Ogden, Utah 84401
Phone: 801-626-3460

100 South 5300 West
Hurricane, Utah 84737
Phone: 435-251-9520

Death Certificates

Office of Vital Records and Statistics
288 North 1460 West
P.O. Box 141012
Salt Lake City, Utah 84114
Phone: (801) 538-6105
www.health.utah.gov/vitalrecords
vrequest@utah.gov

Fiduciary Bond Providers

Dominion Insurance
270 North Main Street
Alpine, Utah 84004
Phone: 801-492-9100
Contact: Larry Hilton

Professional Organizations

Utah State Bar Estate Planning Section
Russ Blood, President
rmb@russbloodlaw.com

Salt Lake Estate Planning Council
www.estateplanners.org
Contact: Dave Halladay
dave@estateplanners.org

Utah Valley Estate Planning Council
www.uvepc.org
Contact: William W. Olsen, President
advisors@uvepc.org

Estate Planning Council of Northern Utah
Brian Cannell: (435) 752-2610
Eric Whitehead: (435) 752-6496

American College of Trust & Estate Counsel (ACTEC)
www.actec.org

Utah State Bar Elder Law Section
RobRoy Platt, President
robroy@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 Utah
6550 Millrock Drive, Suite 125
Salt Lake City, Utah 84121
Phone: (801) 559-3005
www.utahcf.org

Foundation for the American West
584 South State Street
Orem, UT 84058
Phone: (801)221-7943
www.fawdonor.org

Utah Community Foundation
Contact: Nancy Mathews, Executive Director
310 S. Main Street, Suite 1330
Salt Lake City, UT 84101-2105
Phone: (801)844-8538

Ogden Community Foundation
P.O. Box 185
Ogden Utah 84402

Community Foundation of Ogden Valley
P.O. Box 684
Eden, Utah 84310
www.cfogdenvalley.org

Draper Community Foundation
www.drapercommunityfoundation.org

Hellenic Community Foundation
P.O. Box 521686
Salt Lake City, Utah 84152
www.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 Foundation
3838 South 700 East, Suite 100
Salt Lake City, UT 84106
Phone: (801) 281-6861
utahcancerfoundation.org

Utah Foundation for the Blind and Visually Impaired
2056 West Carriage Avenue
Riverton, Utah 84065
Phone: (801) 209-8492
www.ufbvi.org

United Way of Salt Lake
175 South West Temple
Suite 30
Salt Lake City, Utah 84101
(801) 736-7800
www.uw.org

United Way of Utah County
148 North 100 West
P.O. Box 135
Provo, Utah 84603
801-374-2588
www.unitedwayuc.org

United Way of Northern Utah
www.uwnu.org

Community Health Charities of Utah
275 E. South Temple, Suite 205
Salt Lake City, Utah 84111
Phone: (801)521-4705
utah.healthcharities.org

Community Shares/Utah
P.O. Box 71959
Salt Lake City, UT 84171
Phone: 801-486-9224
csu@xmission.com

Utah Hemophilia Foundation
772 East 3300 South, Suite 210
Salt Lake City, UT 84106
Phone: 801-484-0325
www.hemophiliautah.org

Utah Valley Healthcare Foundation
1034 North 500 West
Provo, Utah 84604
(801) 357-7600
utahvalleygiving@imail.org
Contact: Phil Barker

Utah Food Bank
www.utahfoodbank.org
(801) 978-2452

Rescue Mission of Salt Lake
www.rescuesaltlake.org
(801) 746-1006

LDS Philanthropies
15 E. South Temple
2nd Floor East
Salt Lake City, UT 84150
Phone: (801)240-5567
www.ldsphilanthropies.org

Adult Protective Services

Salt Lake County: (801) 538-3567 or (801) 264-7669
All Other Counties: (800) 371-7897