• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and staff profile
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Farm or Family Business Planning
    • Incapacity Planning Services
    • Legacy Planning Services
    • Pet Planning Services
    • Retirement Planning
    • SECURE Act
    • Trust Administration and Probate
  • Resources
    • Client Resources
      • BLOG
      • DocuBank
      • Estate Planning Articles
      • Is Your Estate Plan Outdated?
      • Newsletters
    • Community Resources
    • Elder Law Reports
    • Frequently asked questions
      • Estate Planning FAQ’s
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning Frequently Asked Questions
      • Trust Administration & Probate Frequently Asked Questions
    • Professional Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
  • Contact Us
  • BLOG

Pearson Butler Attorneys at Law

South Jordan Utah Estate Planning Attorneys

Connect with us today(801) 988-5877

Estate Planning & Asset-Protection Planning
Home / Resources / Educational Alerts

Educational Alerts

Planning for Retirement Assets Can be Difficult

This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum required distribution purposes.

Guardianship Provisions Essential To a Comprehensive Estate Plan

This month’s Alert examines two high-profile cases which illustrate the importance of naming guardians for minor children.

More Reasons for Clients to Review Their Estate Plans

This month’s Alert examines how the “fiscal cliff” legislation could result in changes for estate plans. Depending on the couple, it might mean they could simplify their plan. However, there are many non-tax reasons that they may want to keep a more complex plan.

New Year’s Resolution #3 – Get My Estate Plan Reviewed

This month’s Alert discusses how the “fiscal cliff” legislation impacts your clients’ estate plans.

Estate Planning for LGBTQ Couples: Possible Changes on the Horizon

This month’s Alert gives an overview of developments affecting estate planning for same-sex couples. It recounts how recent elections approved same-sex marriages in several states. It also examines several cases which address the constitutionality of bans on same-sex marriage, including the Defense of Marriage Act.

Last Chance for Estate Tax Savings?

This month’s alert focuses on the narrowing window to lock-in the current $5.12 million estate and gift tax exemption by gifting prior to year-end. The alert also examines why it may not be possible to wait and do this planning at the last minute.

2010 Tax Law Leads to 2012 Litigation

This month’s Alert focuses on the increased trust litigation arising from the unintended consequences of the temporary repeal of the estate tax in 2010.

Use It Before You Lose It” Planning Equally Applicable to LGBTQ and Unmarried Partners

In this month’s alert we examine how your clients, including LGBTQ clients and unmarried partners, can remove over $5 million free from estate tax and how this opportunity may be vanishing soon.

Tax Break Extension Legislation Excludes Estate Tax; Act Now to Lock In $5.12 Million Exclusion Amount

The estate tax exclusion is scheduled to revert to $1 million at year-end from the current level of $5.12 million. This Alert examines the current political landscape concerning the estate tax and suggests taking advantage of the current, historically-high exclusion amount before it’s too late.

IRS Issues “Portability” Guidance

The Alert this month examines “portability” and the steps necessary to take advantage of it under newly-released regulations.

Primary Sidebar

FREE ESTATE PLANNING WORKSHEET

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • Twitter
  • Linkdin
  • Rss

Where We Are

SOUTH JORDAN
1802 South Jordan Parkway
Suite 200,
South Jordan, UT 84095
Phone: 801-988-5877

See Larger Map Get Directions

Office Hours

Monday8:30 AM - 6:00 PM
Tuesday8:30 AM - 6:00 PM
Wednesday8:30 AM - 6:00 PM
Thursday8:30 AM - 6:00 PM
Friday8:30 AM - 6:00 PM

Map

map for Pearson Butler Attorneys at Law office

Footer

  • Firm News
  • Speaker Connection
  • Advantages of Working With Our Firm
  • About The American Academy
  • Disclaimer
  • Privacy Policy
  • Sitemap
  • Contact Us

Connect with Us

  • Facebook
  • Twitter
  • Linkdin
  • Rss
footer-logo

Attorney Advertisement

© 2021 American Academy of Estate Planning Attorneys, Inc.