Category: Estate Planning
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Trusts, Beneficiaries, and Spendthrift Provisions
Question: My nephew is a beneficiary of the trust my parents set up before they died. He is asking for an early distribution from the trust so that he can…
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Interested Witnesses & No-Contest Provisions in Wills
The correct number of witnesses along with notarization of all signatures can make your last will and testament “self-proving” under Utah law.
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Durable Powers of Attorney in Utah: What You Need to Know
A Durable Power of Attorney (DPOA) allows you to appoint someone you trust to manage your affairs if you become unable to. Whether it’s handling finances, managing property, or making…
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Advance Health Care Directives in Utah: What You Need to Know
Planning for the future means more than finances—it’s about ensuring your healthcare preferences are clear. In Utah, an Advance Healthcare Directive (AHCD) lets you outline your medical wishes and appoint…
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How is a Living Trust different from a Testamentary Trust?
While a living trust and a testamentary trust can perform many of the same functions, they do have key differences. A living trust is created during the grantor’s lifetime and…
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Waiving Notice in Utah Probate Cases
What happens if I waive the notice requirement in a probate case? By default, Utah courts require that notice be sent from the court to interested parties (heirs, beneficiaries, family,…
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How a Will Works in Utah
A last will and testament is a fundamental tool that should be part of a good estate plan. Our attorneys can help guide you through the process of creating a…
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Introduction to Probate: Formal vs. Informal Probate in Utah
In this fifth article of our series on probate in Utah, we will explore the differences between formal and informal probate. Understanding these two types of probate can help you…
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Introduction to Probate: Using a Small Estate Affidavit in Utah
In this fourth article of our series on probate in Utah, we’ll explain the simplified process of administering an estate using a small estate affidavit. This process can be faster…
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Introduction to Probate: When is Probate Required in Utah?
In this second article of our series on the probate process in Utah, we’ll examine the key criteria that trigger probate and provide examples of when it’s required. Knowing when…
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Introduction to Probate: Understanding the Basics
Navigating Probate in Utah Losing a loved one is never easy, and dealing with the legal aftermath can be overwhelming. Understanding the basics of probate can help ease some of…
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Introduction to Probate: Roles and Responsibilities of the Personal Representative
In the third article of our series on probate in Utah, we’ll explain the important role of the personal representative. Knowing their responsibilities can help make sure the estate is…