Estate Planning

Educational Materials

Attorney Materials

1/11/2011

• Using the Lifetime Special Power of Appointment Trust in Asset Protection Planning

5/18/2010

• 2010 Changes to Utah Probate Code, Jeff Skoubye

4/13/2010

• Utah Spousal Elective ShareLangdon T. Owen
• Notice of Intention to file petition for spousal elective share

3/24/2010

• Legislative Update, Senator Lyle Hillyard

2/9/2010

• Feedback and Tips From the Second and Third District Courts Regarding Probate Filings, Joanne Bueno Sayre, Bridget Goodman and Paul W. Hess

1/12/2010

• Mental Capacity and Undue Influence:  The Law, the Facts and Practical Applications, Stephen Sargent

 12/8/2009

• Proposed Guardianship Changes, Timothy M. Shea

 11/10/2009

• A New Paradigm for Making Lawyer Negotiations Less Stressful and More Productive, Russell Wood

 10/13/2009

• Choice of Entity, Mike Blackburn
  Materials 2

Past dated Materials

• Incentive Trusts: The Good, The Bad and The Ugly, John A. Warninck
• Utah Uniform Trust Code and Use In Trust Practice (update: January 13, 2008), Thomas Christensen, JR
• Essential Estate Planning, by H. Reese Hansen and Stanley D. Neeleman
  • This outline is intended to serve as a dynamic resource for members of the Section. Comments and suggestions for improvement may be sent by e-mail to hansenr@lawgate.byu.edu or Neeleman@byu.edu.

Public Materials

Estate Planning - Questions & Answers
Wills and Probate - Questions & Answers