Experience, Excellence And Understanding
Put more than 60 years of experience on your side. We will guide you through the estate planning or estate administration process. We also provide compassionate elder law counsel.
*Serving Salt Lake City and Park City, Utah
In response to the pandemic, I am able to meet via FaceTime, Skype, Zoom, or in person with masks etc. It is important to me that you are safe and comfortable. Also for those who have been financially affected by this pandemic and really want to complete their estate plan, please know there is special pricing.
Plan For Your Future And Your Family’s Well-Being
Estate planning, which includes Powers of Attorney, Advanced Health Care Directives (which includes living wills), Wills, and Trusts of all sorts (revocable living trusts, and irrevocable trusts), does not have to be difficult or overwhelming. With an experienced lawyer who cares and listens to your needs, you can make informed decisions about your future and your family’s future. Our attorneys have been assisting individuals and families with estate planning, estate and trust administration, and elder law needs for 60 years. We have the expertise and experience, including but not limited to estate and gift tax planning, to help you choose the estate planning tools that best suit your needs.
Serving Salt Lake City And Summit County In Estate Planning for Wills, Powers of Attorney, Advanced Health Care Directives and Living Wills, and Trusts (Revocable Living Trusts, Irrevocable Trusts for Children or Charities, and all others) And Administration of Estates and Trusts, Probate, And Elder Law Matters
Guiding You Through Difficult Decisions With Experience And Compassion
In addition to helping clients create wills and trusts, we help families navigate the probate process of guardianships and conservatorships and other elder law issues such as consultations about Medicaid planning and applications. We understand that watching elderly or adults with incapacities is a sensitive and can be emotional matters. We have the experience in working with psychologists, doctors, and other experts to first identify whether your loved one is incapacitated as defined by the law, then to determine what kind of help and how much help they will need to facilitate the appointment of a guardian and conservator. We strive to make the often difficult process easier for clients and their families. In addition to assisting you through a probate proceeding of a guardianship and conservatorship, we can assist you through the decision of placing a loved one in a nursing or other long term care placement, and the application to Medicaid if their personal finances cannot afford it, or if your loved one wants to leave a legacy and still afford their long term care needs. We can assist with the preparation of first party and third party Medicaid trusts and or Supplemental Needs and Special Needs.
We are here to help you make decisions today that will provide you and your family with a secure future.
Guiding You Through Estate and Trust Administration
Many clients come to us having just lost a loved one and need direction with interpreting the will and or trust, and how to go about probate of the Will, the collection of assets, the weeds of paying and prioritizing the order in which the administrator pays the decedent’s last expenses, accountings for the beneficiaries, inventories, and how to facilitate disbursements and protect the executor or personal representative or trustee with receipts and releases. With our combined 60 years of experience including but not limited to the knowledge of the taxation of trusts and estate and the income taxation of trusts and estate as well as how distributions will affect the beneficiaries, we can make the process easier. It is your choice to determine how much help our office can provide as you administer the estate and or trusts your loved one left for you.
We Have the Expertise, Experience and Take The Time To Listen
To create an effective estate plan, administer an estate or trust, or navigate an elder law matter, your attorney must thoroughly understand your needs and goals. We listen carefully to each client to understand their unique needs and circumstances. You can rely on not only our expertise in evaluating the tax and other legal issues, but also you can rely on our commitment to providing compassionate advocacy for you and your family throughout the process. Our attorneys will answer your questions and clearly explain the risks and benefits of your options, and guide you through making an informed and calculated decision. Furthermore with Penniann J. Schumann’s experience with a masters of laws in taxation and estate planning and her experience having been a trust officer for a national bank, we can help you understand how your choices will be interpreted by either a court or your loved ones.