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We are now officially members of the National Association of Estate Planning Councils. To visit their web site click
HERE: http://www.naepc.org
Link to the New Member Referral Form
Duties of Officers and Directors
Click Here
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These legal practioners can lay the groundwork for a sound estate plan using wills, trusts, and other planning techniques in cooperation with other estate planning professionals. Click here for a listing of the most prominent Estate Planning Attorneys in the Wasatch Front area. |
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Certified Public Accountants give valued advice regarding the effect of estate and inheritance taxes. Their council and advice are an intregral part of the planning process. Their knowledge of the individual circumstances of your estate provides insight into the need for estate planning. Click here for a listing of Accounting Members. |
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Trust Officers provide the services of corporate trustees who manage and oversee the day to day activities when corporate trustees are named. In addition they offer services as Personal Representative for estates, agent for trustees, custodian, employee benefit services, and transfer services. Click here for a listing of the Trust Officer Members. |
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Insurance professionals and financial planners add a groundwork of stability that is needed in estate planning by providing products that add liquidity to pay death taxes and provide for family care at death. They also lead the way in providing alternative resources using Irrevocable Life Insurance Trusts and other planning techniques. Click here for a member listing of Insurance Agents and Financial Planners. |
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Other Estate Planning Professionals are those who have a practice
in or related to estate planning who have been approved for membership
in the Salt Lake Estate Planning Council because of their expertise
in estate planning or tax or related fields. Each individual
has been approved because of their unique expertise in their
related field after meeting the qualifications for membership. Other Estate Planning Professionals |