Peterson Estate Planning | Utah Estate Planning Attorney
Utah and Nebraska: (801) 851-1799
California: (760) 707-6843
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The objective of estate planning is often described as: “I want to control my property while I'm alive, take care of myself and my loved ones if I become disabled, and give what I have, to whom I want, the way I want, and when I want.  Furthermore, if I can, I want to save every last tax dollar, professional fee, and court cost legally possible.”

What Peterson Estate Planning offers clients to accomplish the above objective:


Living Trusts
Individual and Joint Revocable Trusts 
Ancillary Documents (Including "Pour-Over" Wills, powers of attorney, property agreements, etc.)
Funding Instructions and Trust Summaries 
Client Information Forms 
Comprehensive Interview Questionnaires 

Wills
Wills with or without tax-sensitive planning 
Ancillary Documents to complete the plan 
Client Portfolio Inserts, Instructions, and Will Summaries 

Irrevocable Trusts
ILITs (Single life, Second-to-Die, or "Spousal Access") 
Intentionally Defective Grantor Trusts 
Gifting Trusts 
"BERT," or "Family Bank" Trusts 
"Inheritor's" Trusts 
Lifetime QTIP Trusts 
Client Portfolio Inserts, Demand Right Notifications

Split Interest Trusts
Qualified Personal Residence Trusts (QPRTs) 
Grantor Retained Trusts (GRATs, GRITs, & GRUTs)

Charitable Planning
Charitable Remainder Trusts 
Charitable Lead Trusts 
Private Foundations (Trust-based, or Corporate)

Special Needs Trusts
Individual or Joint Third-Party Special Needs Trust 
Revocable or Irrevocable 
Memorandum of Intent 

Physician Planning
Individual Irrevocable Trust Agreement (includes Domestic Asset Protection Trust)
Administrative Services Agreement
Practice Buy-in Agreement
Equipment Lease
Physician Employment Agreement
Premise Lease Agreement
Transmutation Agreement - Waiver

Retirement Planning
Stand-Alone Retirement Trust (draft conduit, accumulation, or "switch" trusts) 
IRA Beneficiary Designation Forms 
Qualified Plan Beneficiary Designation Forms

Family Limited Partnerships
Partnership Agreements 
Management Trusts 
Entity Formation Documents 
Funding and Transfer Documents (including Private Annuities, SCINs, assignments, etc.)
Correspondence Templates

Family Limited Liability Company
LLC Operating Agreements 
Entity Formation Documents 
LLC Operations Manual 
Funding and Transfer Documents 
Correspondence Templates

Business Succession Planning
Buy/Sell Agreements 
Employee Purchase/Bonus 
Deferred Compensation 
Stay Bonus

Peterson Estate Planning PLLC provides a full range of professional estate and business planning services to Utah, Nebraska, and California families and business owners. Planning for your future and ultimately your passing is not necessarily an easy or enjoyable undertaking. However, to ensure that your valuables and values pass in the proper fashion, a little planning with a qualified attorney now can save you and your family many problems later. Contact us today to begin the process of establishing greater security and peace of mind for you and your loved ones.

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