Estate Planning – Preserving Your Legacy

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

While many people believe they don't own enough to warrant having an estate plan, most of our clients are your average person, business or family.

Estate Planning With Your Goals In Mind

Barney McKenna

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 aspects of our work are 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 law and varying family situations.

Our services include:

  • Comprehensive estate plans
  • Wills and trusts, including IRA trusts, irrevocable trusts, living trusts and special needs trusts
  • Powers of attorney and health care directives
  • Business succession planning
  • Guardianships and conservatorships
  • Asset protection & tax savings
  • Retirement planning
  • Fiduciary appointments
  • Elder law
  • Lifetime gift planning
  • Probate procedures

We work in tandem with other advisers — including financial planners, investment advisers, accountants, insurance agents and other lawyers — to ensure that our clients' estate plans are fully coordinated with the other financial aspects of their lives.

We Practice More Than Just Estate Law

Moreover, 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 experienced insight.

Don't hesitate to get started on planning your estate. Call our main office in St. George at 435-628-1711 to schedule an initial consultation, or reach out online to get started.