JONES WALDOEstates and Trusts
Practice

Attorneys in Jones Waldo’s Estate, Trust and After-Death Planning Group have experience in all aspects of estate planning. We are cognizant that estate planning needs range from basic estate plans to complex estate planning, tax and administration issues.

We assist clients with a variety of estate and post-mortem planning, including

  • Will drafting
  • Trust drafting
  • Powers of Attorney and Living Wills
  • Estate and Trust Litigation
  • Lifetime Gift Planning
  • Generation-Skipping Transfer Planning
  • Family Partnerships and Limited Liability Companies
  • Charitable Organizations
  • Probate of Estates
  • Trust and Estate Administration
  • Succession Planning for Closely-Held Businesses
  • Guardianship and Conservatorship Proceedings
  • Counseling of Institutional and Individual Fiduciaries regarding Rights and Responsibilities
  • Post-Mortem Tax Planning
  • Maximization of Wealth Transfers from Generation to Generation
  • Income, Gift and Estate Tax Return Preparation

Without estate planning, up to fifty percent of a person’s wealth may be lost to federal and state inheritance and estate taxes. In addition, with today’s frequently changing gift and estate tax laws, clients must respond with flexible and well-thought-out planning tools. Our attorneys are technically skilled, attentive to individual estate planning goals, and sensitive to family and personal issues.

SALT LAKE

170 S. Main St
Suite 1500
801-521-3200

PROVO

3325 North University Ave
Suite 200
801-375-9801

PARK CITY

1441 West Ute
Suite 330
435-200-0085

LEHI

3451 N Triumph
Suite 206
801-407-6522

ST. GEORGE

301 N 200 E
Suite 3-A
435-628-1627

CHICAGO

105 W. Adams
Suite 2800
312-244-9716