Orem, Utah: Asset Protection and Estate Planning Lawyer
As a business or real estate owner, you know to be cautious when considering a new commercial enterprise. You may also know that it is time to create an estate plan so that your business interests remain functional and valuable after your death. There is a sharp and bright line between legal forms of asset protection and illegal means of hiding assets from valid creditors - and you need a sharp, skillful asset protection attorney to guide you through the process of creating an asset protection plan and estate plan that complies with all applicable laws while simultaneously protecting the value of your business and property assets.
Graham H. Norris, Jr., Attorney at Law, PC
Asset Protection · Asset Privacy · Estate Planning
Orem, Utah
801-932-1238 · E-mail
To create a functional asset protection plan, it is important for me to understand what my client's goals are:
- To minimize personal liability if a new business venture fails?
- To protect the privacy of assets so they cannot be reviewed by the general public?
- To provide for the continuing operation of an existing business after death while also passing on benefits to natural heirs?
Once I understand the client's goals, I use my business acumen and legal skills to develop an asset protection plan that makes use of several different legal and business tools to minimize liability risks and maximize the continued value of my client's wealth. The asset protection plan usually involves placing assets into various types of trusts and corporate entities that will exist at arms-length from one another and between which the various assets can be moved around as necessary.
Successful Asset Protection Requires an On-Going Attorney-Client Relationship
One key part of the asset protection and asset privacy services that I provide is that I perform regular reviews of each client's asset protection plan to make sure that the plan continues to function as we originally intended it to. I recognize that my clients' financial needs change over time, and an asset protection plan that worked perfectly at the outset may need to be adjusted in order to meet a client's changing goals. I meet with each asset protection client quarterly or annually to review the plan, the functionality of the existing trusts and business entities, and to discuss how the client's needs may have changed since the last review.
Effective and Efficient Asset Protection Advice from a Utah Business Attorney
If you have asset protection questions, I invite you to contact the law office of Graham H. Norris, Jr. today to schedule an immediate consultation. I can be reached by telephone at 801-932-1238 or by e-mail.
Graham H. Norris, Jr., Attorney at Law, PC
| Squire Business Park | 1712 Pioneer Avenue, Suite 206 |
Located Near University Mall
Graham H. Norris, Jr., Attorney at Law, PC proudly serves clients throughout Utah, including Salt Lake City, Provo, Orem, Sandy, Draper, Ogden, West Valley, Park City, Heber, Tooele, Logan, Saint George, American Fork, Spanish Fork, Murray, Utah County, Salt Lake County, Wasatch County, Morgan County, Weber County, Davis County, Cache County, Box Elder County and Summit County, as well as clients in California, Idaho and Wyoming.