Logan, Utah Estate Planning Lawyers
Prior to coming to Hillyard, Anderson & Olsen, Andrew practiced in a Salt Lake City firm in the areas of tax, estate, and business law. He has successfully represented large agricultural operations, other lawyers, CPAs, doctors, dentists, corporate executives, board members, construction companies, and other business owners and individuals in their business and estate planning needs. He has worked with...
JD, Reuben Clark School of Law Brigham Young University
BA, School of Accountancy, John Huntsman School of Business, Utah State University
He is a practicing Estate Planning attorney with the Law firm of Perry & Perry in Logan, Utah. He has set up thousands of trusts and wills. He has over 29 years of experience counseling clients on wealth transfers and succession planning, as well as charitable giving, probate, trust administration and related tax issues. He was president of National Seminars of America where he promoted and presented seminars on Asset Protection, Corporations and Estate Planning. David Perry...
South Ogden, UT 84403
University of Montana School of Law and The Ohio State University Michael E. Moritz College of Law
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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