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Randall J Holmgren


Phone: 801-534-7434
VCard

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FIRM:

Shareholder

PRACTICE FOCUS:

Estate Planning

Asset-Protection Planning (including the 2013 Utah Asset Protection Law)

Business Succession Planning

EXPERTISE:

Complete estate planning services including protection against federal and state death tax and the delays, hassles and costs of probate.

Formulation of educational trusts to help descendants improve their qualifications in trades, businesses or professions.

Formulation of incentive trusts designed to pay wedding expenses and down payment on a first home.

Development of asset protection plans including precautions that can prevent the loss of assets at the hands of a bitter lawsuit or divorce.

Development of business succession plans for owners of businesses, farms and ranches.

Tax planning.

Legacy wealth planning services, including help identifying what non-monetary legacy to leave: values, wisdom, principles, beliefs, life experiences, family name, and a commitment to certain charitable causes.

Randy has presented hundreds of seminars and workshops at colleges, universities, conventions, financial institutions and church and civic groups.

EDUCATION:

Pepperdine University, Malibu, California, J.D., 1983

Brigham Young University, Provo, Utah, B.A., 1980

COMMUNITY:

Former Board Member, Davis Performing Arts Foundation

Former Board Member, Alliance House

PUBLICATIONS:

Contributing author, “Family and Business Succession Planning,” a 2010 Edition of the Inside the Minds series published by Thompson Reuters/Aspatore. The series provides readers current information from, “Leading lawyers on evaluating recent trends, navigating uncertain tax laws and developing creative strategies for families and businesses.”

PROFESSIONAL AFFILIATIONS:

Member, American Academy of Estate Planning Attorneys, 1995-present

Member, Utah State Bar, Estate Planning Section, 1995-present

Member, Salt Lake Estate Planning Council, 1995-present

PERSONAL:

Born, Brigham City, Utah. Randy has lived in Utah through his professional career.

Areas of Practice
Industry Awards

MDH_2013

Utah Business magazine, Legal Elite, 2007-2013

Bar Admittance

Utah State Bar

American Bar Association

United States Supreme Court Bar