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Publications

Thursday, May, 16, 2013


 

The Utah Law of Trusts & Estates, a comprehensive 700-page legal reference treatise, which can be found at www.utahestateplanning.org.


Utah’s New Asset Protection Trust Law,
Utah Bar Journal (co-authored with Rep. Derek E. Brown), July/Aug 2013


Choice of Entity in Utah: LLCs vs. LPs
, Presentation to the Salt Lake Estate Planning Council (co-presenter with D. Evan Pack), June 20, 2012


Counseling Individual Trustee Clients
, Utah Bar Journal, Sept/Oct 2011


Trustee Compensation, Attorney Fees and Other Administrative Costs
(Chapter 9), California Trust Administration, published by Continuing Education of the Bar, 2000-2011


Income Taxation of Trusts
(Chapter 11), California Trust Administration, published by Continuing Education of the Bar, 2002-2011 (co-authored with Marc M. Stern)


Values-Based Estate Planning,
Presentation to the Utah Valley Healthcare Foundation, October 12, 2010


Designating Retirement Plan Beneficiaries,
29th Annual UCLA/CEB Estate Planning Institute, May 2007 (co-presentation with Darryl W. Cluster)