Jump-Starting Your Estate Plan in Utah
Like so many things in life, taking care of your estate planning now is the right step, even if you […]
Entries by Bruce Shand
Appealing Medicare Matters
Can You Appeal If Medicare Refuses to Cover Care You Received? Absolutely. Medicare can be a tricky thing. It comes […]
Win-Win: Selling Your Utah Company Stock To Employees
For [some business owners], let’s call them the “able but not quite ready to retire” business owners, the thought of […]
Are Your Chosen Utah Charities Good Stewards Of Your Philanthropy?
Want to better understand the mistakes charities make, so you can do a better job in your own philanthropic endeavors? […]
Watch Out! Some States Have Death Taxes! Not Utah But…
State estate taxes? That’s another story. Sixteen states and the District of Columbia impose an estate tax, and some kick […]
Have You Considered Converting your Utah IRA To a Roth IRA?
Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was […]
Six Trusts You May Never Have Considered for Your Utah Estate Plan
rusts for burials, Bentleys, blunderbusses, Basset Hounds, Beaujolais and blowhards: Not all trusts fit into the traditional model. Most people […]
Bring Your Family into Your Giving to your Salt Lake Charities
Affluent Americans are committed to building a legacy both by using their wealth in positive ways and by passing their […]
For Want Of A Beneficiary Will The Utah IRA Be Lost?
An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, […]
Of Family Gifts And Utah Medicaid Lookback Rules
My mother gave me money in 2009. Now (2013) she is in a nursing home and needs to get Medicaid. […]
A Utah Medicaid Primer 101February 24, 2015 - 9:50 pm
Easing Into The Subject Of Conservation EasementsFebruary 24, 2015 - 9:49 pm
State Estate Tax in Utah?February 24, 2015 - 9:43 pm
Utah POD as a Estate Planning Tool- When PODs Go BADFebruary 24, 2015 - 9:37 pm
Utah Estate Planning Gotchas During a DivorceFebruary 24, 2015 - 8:42 pm
Ruling by Supreme Court Changes IRA SafetyFebruary 24, 2015 - 8:39 pm
Appealing Denial Of Your Utah Medicare Treatment by Medicare...February 24, 2015 - 8:26 pm
Blended Utah Family Estate Planning ChallengesFebruary 24, 2015 - 8:16 pm
Growing Old – The Golden Years Aren’t What They Are...February 24, 2015 - 7:42 pm
When Wills Don’t Work (And Sometimes Why). Properly Titling...February 24, 2015 - 7:39 pm
If You Can Dream It, You Can Do It … Unless the Utah...February 4, 2015 - 8:44 pm
Samsung Chairman’s Estate Sparks Tax QuestionsFebruary 4, 2015 - 8:48 pm
New Developments in Digital Estate PlanningFebruary 4, 2015 - 8:58 pm
Heirs vs. Credit Card Debt – Who Gets Paid First in...February 4, 2015 - 9:02 pm
- A Utah Medicaid Primer 101February 24, 2015 - 9:50 pm
- Easing Into The Subject Of Conservation EasementsFebruary 24, 2015 - 9:49 pm
- State Estate Tax in Utah?February 24, 2015 - 9:43 pm
- Utah POD as a Estate Planning Tool- When PODs Go BADFebruary 24, 2015 - 9:37 pm
- Utah Estate Planning Gotchas During a DivorceFebruary 24, 2015 - 8:42 pm
- Ruling by Supreme Court Changes IRA SafetyFebruary 24, 2015 - 8:39 pm
- Appealing Denial Of Your Utah Medicare Treatment by Medicare...February 24, 2015 - 8:26 pm
- Blended Utah Family Estate Planning ChallengesFebruary 24, 2015 - 8:16 pm
- Growing Old – The Golden Years Aren’t What They Are...February 24, 2015 - 7:42 pm
- When Wills Don’t Work (And Sometimes Why). Properly Titling...February 24, 2015 - 7:39 pm
Bruce W. Shand
Attorney at Law
1111 East Brickyard Rd., Suite 206 Salt Lake City, UT 84106
Phone: 801-895-4670
Email: bruce@shandelderlaw.com
