Alton Wills & Probate Lawyer, Utah

Sponsored Law Firm


Includes: Estate Administration, Living Wills, Wills

J David Westwood

Commercial Real Estate, Litigation, Lawsuit & Dispute, Trusts
Status:  In Good Standing           Licensed:  16 Years

J David Westwood

Commercial Real Estate, Litigation, Lawsuit & Dispute, Trusts
Status:  In Good Standing           Licensed:  16 Years

John David Westwood

Civil Rights, Estate Planning, Commercial Real Estate, Wills
Status:  In Good Standing           Licensed:  15 Years

Robin S. Boneck

Wills, Gift Taxation, Tax
Status:  Inactive           Licensed:  32 Years

David Westwood

Real Estate, Litigation, Trusts
Status:  In Good Standing           Licensed:  16 Years

Nicole Alix Bonham Colby

Merger & Acquisition, Estate Planning, Land Use & Zoning, Oil & Gas
Status:  In Good Standing           Licensed:  13 Years

Robert C Van Dyke

Estate Planning, Wills
Status:  In Good Standing           Licensed:  15 Years

Stephen K Harris

Estate, Criminal, Bankruptcy & Debt, Accident & Injury
Status:  In Good Standing           Licensed:  36 Years

Benjamin S Ruesch

Mass Torts, Estate Planning, Elder Law, Non-profit, Bankruptcy
Status:  In Good Standing           Licensed:  15 Years

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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LEGAL TERMS

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)
Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

CREDIT SHELTER TRUST

See AB trust.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

MARITAL LIFE ESTATE TRUST

See AB trust.

SAMPLE LEGAL CASES

McKelvey v. Hamilton

... McKelvey first claims that the district court erred in concluding that the Hamiltons were authorized by a 1994 probate order to receive a disproportionate share of the family business. ... We affirm. BACKGROUND. 1990 Probate. ...

IN THE MATTER OF ESTATE OF STRAND

... We agree that the unique circumstances of this case, together with Utah's "pragmatic, case-by-case approach to finality in probate matters," resulted in finality for the purposes of this appeal. ... [1]. II. The Probate Court Had Authority to Appoint a Personal Representative. ...

IN RE ESTATE OF OSTLER

... died. The claim against the estate was brought nearly four years after the father's death, and more than three years after the expiration of the 90-day window for the filing of claims against the estate under the Utah Probate Code. ...