ESTATE PLANNING

Barney McKenna & Olmstead has one of the largest and most successful estate planning legal practices in Southern Utah and Eastern Nevada. As the communities of St. George, Utah and Mesquite, Nevada have grown and evolved, our estate planning services have continually assisted clients with their estate planning affairs.

Our attorneys assist clients seeking to transfer assets efficiently to their chosen beneficiaries. Planning of this nature includes providing for the special needs of family members and protecting family assets. We often help our clients achieve tax savings by establishing trusts for the benefit of family members. We also advise our clients about the many forms of charitable giving that may be used to reduce taxes. We have the experience and resources to draft estate planning documents in a cost-effective manner.

While much of our work is tax-motivated, we go beyond the minimization or elimination of taxes to ensure that the estate plans we create are flexible and adaptable. In this way, our estate plans provide for and respond to unforeseeable circumstances such as shifting investment climates, changing laws, and varying family situations.

In addition, our attorneys work successfully with our clients' other advisors, such as private bankers and trust officers, financial planners, investment advisors, accountants, insurance agents, and other lawyers to ensure that the clients' estate plans are fully coordinated with their financial structure.

Moreover, because business and real estate issues often arise in the estate planning context. Our estate planning attorneys often call upon the firm's corporate, real estate, and litigation groups for their expertise. The ability to combine the knowledge and experience of our various practice groups substantially benefits our clients.

SERVICES:
Annuity Trusts
Asset Protection & Tax Savings
Business Succession Planning
Comprehensive Estate Plans
Elder Law
Fiduciary Appointments
Guardianships & Conservatorships
Irrevocable Trusts
Lifetime Gift Planning
Living Trusts
Planning for Retirement
Powers of Attorney
Probate Procedures
Retirement Planning
Trust Administration
Will Contests
Wills

 

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