Modifying Irrevocable Trusts in Utah

Date: Wednesday, September 12, 2018
Time: 11:45am - 1:00pm
Location: Riverside Country Club, Provo - 2701 N University Ave, Provo, UT 84604
Speaker: Geoff N. Germane, JD, EPLS, AEPĀ®

Event Info:

Please Note Location Change to Riverside Country Club

With the ever-changing tax envionment in which we live, it is not uncommon for clients to need to take a second look at their estate plans and trusts, even after one or more of the trustmakers have died.  When a trust is irrevocable, does that mean you're stuck?  Not necessarily.  Our September event will feature estate planning attorney Geoff Germane who will discuss a variety of approaches to modifying irrevocable trusts and will discuss many of the most common reasons for doing so.

Speaker Bio:

Geoff Germane is a member of Kirton McConkie’s Tax & Estate Planning section.  His focus is on estate, tax, business, and asset protection planning.  Most of his time is spent advising business owners on strategies to protect the value of their business from tax and non-tax threats and to facilitate values-based succession planning.  He enjoys tackling complex problems and coming up with creative solutions that blend a client’s non-tax goals with tax efficiency.  He is certified as an Accredited Estate Planner® and Estate Planning Law Specialist with the Estate Law Specialist Board.  He has five children, one wife, and several sports-related hobbies he largely neglects.

See Upcoming Event Calendar