Stepping Up with Portability- Ideas for Utah Estates over $10 Million
One of the key advantages of a portability-based estate plan over a credit shelter trust-based estate plan is that portability […]
Entries by Bruce Shand
Utah Wealth Transfer Goal: Keeping the Family Together
“I had this fear that wealth could dissolve the family and the business would disintegrate,” Mr. Wiener, 68, said. So […]
The Real Importance of Family Heirlooms: Keep it or Give it Away
Time, it seems, has healed past wounds enough to leave us remembering Grandpa Oscar with a smile. Very belatedly the […]
Getting the Biggest Bang for Your Inherited Utah Property Buck
Perhaps the more important detail of this story is that the home was sold in an estate sale by heirs […]
Increase in Charity Spend-Downs
About 50 years ago, only 5% of the total assets of America’s largest 50 foundations were held by spend-downs. In […]
Adult Day Cares Reduce the Care Giving Burden in Salt Lake City
Adult day care centers provide care and companionship in a group setting to seniors who need supervision during the day, […]
Downsides of Reverse Mortgages in Utah
Reverse mortgages, which allow homeowners 62 and older to borrow money against the value of their homes that need not […]
There’s Nothing Easy about Utah Conservation Easement Valuations
Generally the best way to value things is by looking at what similar things sell for. There is not […]
Consider Carefully Early Transfers of Utah Family Home to Children
What follows are issues to consider, and, in those rare cases where a transfer can make sense, how to do […]
Estate Planning No-No’s In Utah
If you wish to ensure that your estate does not fall prey to predators, creditors or taxes, keep reading to […]
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
