Client Information

Utah Estate Planners provides the following services for businesses:

Presentations to Employees
We will provide your employees with a complementary, informative presentation at your office discussing the basics of estate and transfer taxes and planning. Give us a call for more details.

Entity Tax and Growth Planning
You had a great idea, you started a business, the business is growing ... now what? We can provide you with custom tax and growth planning information and services to keep your business headed in the right direction.

Contract Review & Negotiations
Love your business but the legal aspects worry you? We can help review contracts, discuss potential pitfalls and provide you with guidance and recommendations. We can also help you negotiate the terms of your contracts and agreements.

Buy - Sell Agreements
You have worked hard to build your business; we can help you reduce the risk of its ownership falling into the wrong hands by preparing custom buy-sell agreements. These agreements may be designed to restrict the sale of ownership interests to unwanted outsiders.

For the fastest service, please review and complete the following packet prior to your first meeting with Utah Estate Planners:

For Estate Planning Services: [PDF] [DOC]

For Business Planning Services: [PDF] [DOC]