Probate Estate Planning Attorney SLC, Utah
The Salt Lake City estate planning attorneys at Nelson, Taylor & Associates go beyond drafting wills, trusts and advance directives. They also guide their clients’ estates through probate, trust and estate administration under Utah law. Giving effect to testamentary instruments is as important as drawing up the documents themselves, and our lawyers work to make sure your wishes are met and that disputes are resolved quickly and efficiently. This ensures a minimum amount of expense to the estate, its heirs and beneficiaries.
Utah Estate Administration: Whether your estate is governed by wills, trusts, other documents, or no planning at all: it must undergo a process of estate administration after your death. Estate administration requires a gathering and inventory of all assets of the estate, from which any debts or taxes owed are paid before the assets may be distributed to heirs and beneficiaries. If there are any claims against the estate, these must be settled in one way or another. Tax returns must also be filed for the estate. Once all matters have been taken care of, the estate can be closed. close
Probate Estate Planning Attorney SLC: Probate is the court-supervised process of estate administration that gives effect to a will or settles an intestate estate where there is no will or other provision for the distribution of the estate. Probate can be a lengthy process depending upon the complexity of the estate and whether there are any challenges or contests to a will, such as a challenge to the validity of a will or the existence of more than one will. Other claims or issues that can arise in probate include a challenge to the appointment of an executor or a claim of negligence on the part of the personal representative. A dispute may also arise when a child or spouse is omitted from a will, especially in the case of second marriages, pitting current and former spouses, children and stepchildren against one another regarding claims to the estate. Our probate estate planning attorney SLC services are well versed in both estate planning and litigation can help protect your rights and interests. close
Trust Administration: Although different from the probate process, there are still many important and necessary steps to administering and giving effect to the terms of a trust. Notice must be provided to the beneficiaries and other interested parties and possibly recorded on the title to real property, and assets must be transferred and distributed correctly to avoid estate taxes. And just as in probate, disputes can arise during trust administration that require litigation to resolve. Common issues include a challenge to the appointment of a trustee or a claim that the trustee has neglected to properly perform fiduciary duties. close