Business Succession Planning
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.
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.
Pepperdine University, Malibu, California, J.D., 1983
Brigham Young University, Provo, Utah, B.A., 1980
Board Member, Davis Performing Arts Association
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.”
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
Born, Brigham City, Utah. Randy has lived in Utah through his professional career.