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Christopher W Morgan, experienced Business, Estate Planning attorney in Lehi, UT with 223 reviews
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39,23
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5.0/5
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5.0
223 Reviews
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19 Jan, 2025 by Matt johnson
He is super friendly and helps to make the hard decisions an extremely fun and easy process. Highly recommend!
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15 Jan, 2025 by Jennifer mcintyre
Chris Morgan helped us with a complicated trust, involving special needs adults. He navigated our unique circumstances and came up with recommendations and solutions that helped us feel more secure in our plans for the future. I highly recommend him and his firm.
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13 Jan, 2025 by Jennifer ericksen
Working with Chris Morgan and his staff was a smooth, seamless experience. We would highly recommend him.
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Marianne J Ludlow, experienced Business, Estate Planning attorney in Lehi, UT with 192 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,20
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5.0/5
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5.0
192 Reviews
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07 Feb, 2025 by Michelle virtue
We highly recommend Marianne and her team. They were sensitive, kind and extremely knowledgeable. We felt taken care of from our first consultation through the entire process. They take time to listen and we are thrilled to have them in our corner when it comes to making important decisions with lasting consequences.
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07 Feb, 2025 by Angie quinlan
Shawna Doughman and her team are rockstars! 🩵 She helped me with my estate planning and did an amazing job! She took all the time I needed for all my questions and explained everything in great detail. Everyone was kind, helpful and welcoming. I highly recommend using her for your estate planning needs- You will not regret it! Thank you Shawna, Helen and Trish 🥰
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30 Jan, 2025 by Emily
Marianne and her team were excellent to work with! I would definitely recommend them.
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Terrell Robert Lee, experienced Elder Law, Estate Planning attorney in Lehi, UT with 1 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,03
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5.0/5
Avvo
5.0
1 Reviews
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26 Mar, 2013 by Steve
I have used Terrell for a few matters, including some business issues and my estate plan. He was great to work with from the very start--and I would recommend him to anyone. He was very professional, but also seemed to legitimately care about helping me. In my past experience with other attorneys, they often seemed to be rushed or didn't really listen or explain very much. Terrell always seemed focused on my needs and carefully explained all my options and his recommendations.
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RobRoy Platt, experienced Business, Elder Law attorney in Lehi, UT with 16 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,02
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5.0/5
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5.0
16 Reviews
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26 Aug, 2019 by Jacob burdis
I had a question about guardianship and estate planning for my dad, and I called RobRoy for some advice. He very quickly understood the situation, and knew exactly the process that we need to go through. He was both very kind and sympathetic about our situation, but also very informative and skilled in his understanding of the law in this case. I'm excited to continue working with RobRoy in the future.
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23 Aug, 2019 by Claudia sanders
RobRoy Platt is an amazing attorney. He made us feel like family. He had our best interest at heart, I will definitely use him again. He was honest, knowledgeable and so kind. I can honestly say he restored my faith again that there are some good attorneys out there that care about his clients, that is trust worthy and honest, he is one of them. I will be referring my family and friends to him.
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21 Aug, 2019 by Michelle warren
My financial advisor recommended Platt Law. I am very grateful for the sound recommendation. RobRoy is the expert in estate planning and is extremely knowledgeable. He leads with impeccable morals and ethics.
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Brett C Anderson, experienced Business, Criminal Defense attorney in Lehi, UT with 108 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
38,41
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4.9/5
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4.9
108 Reviews
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01 Nov, 2024 by Diana valbuena
Dale Ellsworth was incredibly thorough in explaining the legal processes involved, ensuring I felt informed and confident every step of the way. He was always available to answer my questions, no matter how unimportant they seemed, and I appreciated his prompt communication. I highly recommend Dale to anyone in need of a custody attorney.
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07 Sep, 2024 by Jason hunt
Brett Anderson did such an amazing job getting my charges dropped. Nothing better I could have asked for from him. I would recommend Anderson and Roger’s to anybody in need of legal help.
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28 Aug, 2024 by Jacob johnson
Brett Anderson and his team were fantastic to work with. I used them for a recent case of mine and they worked to find me a positive outcome in the circumstances. They were very knowledgeable and timely in answering all of my questions. I couldn’t have asked for better representation. I would absolutely recommend Anderson & Rogers to friends and family for future legal needs.
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Craig F McCullough, experienced Business, Estate Planning attorney in Lehi, UT with 11 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,01
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5.0/5
Google Maps
5.0
11 Reviews
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25 Aug, 2020 by Kristin newsom
Go with Jeremy, so personal! He's just who you need when you feeling like everything is falling apart.
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01 Jun, 2018 by Keysha hughes
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17 May, 2018 by K m c
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K. Ray Johnson, experienced Estate Planning, Trusts attorney in Lehi, UT with 0 reviews
Below Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
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0.0/5
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F. Mckay Johnson, experienced Estate Planning, Probate attorney in Lehi, UT with 0 reviews
Below Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
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0.0/5
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Jonathan Kirk Hansen, experienced Business, Consumer Protection attorney in Lehi, UT with 0 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
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0.0/5
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FAQs
Questions? We have answers

What a Trusts Lawyer Can Do for You

A trusts lawyer specializes in creating and managing trusts, which are legal entities that allow individuals to transfer assets to beneficiaries while maintaining control over how and when those assets are distributed. Trusts are used for estate planning, asset protection, tax planning, and ensuring the financial security of loved ones. Trusts lawyers help clients choose the right type of trust for their needs, draft trust documents, and advise on the administration and management of trusts.

Whether you're planning to pass on your assets to your heirs, protect your wealth from creditors, or provide for a disabled family member, a trusts lawyer can help you establish a trust that meets your financial and personal goals.

When Should I Hire a Trusts Lawyer?

You should consider hiring a trusts lawyer in various situations, particularly when you're planning for the future distribution of your assets or protecting your wealth. Common reasons to hire a trusts lawyer include:

  • Estate planning: If you want to ensure that your assets are distributed according to your wishes, a lawyer can help you create a revocable or irrevocable trust to avoid probate and provide for your heirs.
  • Asset protection: If you want to protect your assets from creditors, lawsuits, or potential future liabilities, a lawyer can help you establish a trust to shield your wealth.
  • Special needs planning: If you have a disabled family member, a lawyer can create a special needs trust to provide for their care without affecting their eligibility for government benefits.
  • Tax planning: If you're looking to minimize estate taxes or manage tax liabilities, a lawyer can help you create tax-advantageous trusts, such as a credit shelter trust or charitable remainder trust.
  • Charitable giving: If you want to leave a legacy through charitable donations, a lawyer can help you set up a charitable trust to ensure your donations are managed according to your wishes.
  • Business succession planning: If you own a business and want to ensure a smooth transition of ownership, a lawyer can help you establish a trust to pass the business on to your heirs or chosen successors.

Hiring a trusts lawyer early in the estate planning process ensures that your assets are protected and your wishes are clearly documented, reducing the chances of disputes after your death.

What Does a Trusts Lawyer Do?

A trusts lawyer provides a variety of legal services to help individuals create, manage, and administer trusts. Their responsibilities often include:

  • Drafting trust documents: Preparing the legal documents needed to create the trust, ensuring it is tailored to your specific goals and complies with state and federal laws.
  • Choosing the right type of trust: Assisting clients in selecting the most appropriate type of trust for their needs, whether it's a revocable trust, irrevocable trust, living trust, or special needs trust.
  • Trust administration: Guiding trustees through their legal responsibilities, including managing assets, making distributions to beneficiaries, and filing tax returns.
  • Modifying or terminating trusts: Helping modify or terminate trusts if circumstances change, such as changes in tax laws, family situations, or personal preferences.
  • Protecting beneficiaries' interests: Structuring trusts to protect the interests of beneficiaries, especially if there are concerns about financial management, disability, or dependency issues.
  • Minimizing estate taxes: Assisting clients in structuring their trusts to minimize or avoid estate taxes, ensuring more of the estate passes to beneficiaries.
  • Handling disputes: Mediating or representing clients in court if disputes arise among beneficiaries or between trustees and beneficiaries.

How Are Trusts Lawyers Paid?

Trusts lawyers typically charge for their services based on the complexity of the trust and the type of legal work involved. Common payment methods include:

  • Flat fee: For drafting basic trusts, such as revocable living trusts or special needs trusts, many lawyers charge a flat fee. This can range from $1,000 to $5,000 or more, depending on the complexity of the trust.
  • Hourly rate: For more complex trust planning, ongoing trust administration, or resolving disputes, some lawyers charge by the hour. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
  • Retainer: For long-term trust administration or complex estate planning cases, some lawyers may require a retainer, an upfront payment that covers ongoing services.
  • Contingency fee (rare): In rare cases, particularly in disputes involving the administration of a trust, lawyers may work on a contingency fee basis, getting paid only if they successfully recover funds or resolve a legal dispute in your favor.

Always discuss the fee structure with your lawyer during the initial consultation to understand the total cost of services.

How Much Does a Trusts Lawyer Cost?

The cost of hiring a trusts lawyer depends on the complexity of the trust, the lawyer’s experience, and the fee structure. General cost estimates include:

  • Basic trust creation: For simple trusts, such as revocable living trusts, fees may range from $1,000 to $3,000.
  • Complex trust creation: For sophisticated estate plans involving multiple trusts, tax planning strategies, or special needs considerations, legal fees may range from $5,000 to $10,000 or more.
  • Trust administration: If you are serving as a trustee and need ongoing legal advice, hourly rates for trust administration can range from $150 to $500 or more.
  • Dispute resolution: Costs for litigation or mediation in trust disputes may range from $5,000 to $50,000 or more, depending on the complexity of the case.

Be sure to get a detailed cost estimate from your lawyer during the consultation to ensure the services fit within your budget.

Top Questions to Ask a Trusts Lawyer

Before hiring a trusts lawyer, consider asking the following questions:

  1. What experience do you have with creating trusts?
    Ensure the lawyer has experience drafting trusts and managing trust administration for clients with similar goals or asset structures.
  2. What types of trusts do you recommend for my situation?
    Ask the lawyer to explain the different types of trusts available and which ones best suit your needs.
  3. How do you charge for your services?
    Clarify the fee structure and request an estimate of the total cost.
  4. What are the tax implications of the trust?
    Ensure the lawyer can explain how the trust will affect your taxes and strategies to minimize tax liability.
  5. How long will it take to set up the trust?
    Ask for a timeline for creating and finalizing the trust documents.
  6. Will you handle the trust administration?
    If ongoing management is required, inquire whether the lawyer will assist with trust administration or if you'll need a separate trustee.
  7. Can you help resolve disputes if they arise?
    Ask about the lawyer's experience in resolving trust disputes.

How to Check the Credibility of a Trusts Lawyer

To ensure you are hiring a reputable trusts lawyer, take the following steps:

  • Verify their bar status: Check with your state bar association to confirm the lawyer is licensed and has no disciplinary actions.
  • Look for trust law experience: Review their website or professional profile to ensure they specialize in estate planning and trusts.
  • Read client reviews and testimonials: Look for feedback on platforms like Avvo, Martindale-Hubbell, or Google.
  • Ask for references: Request references from past clients who can speak to their experience with the lawyer.
  • Check for certifications: Look for certifications such as Certified Estate Planning Law Specialist (EPLS) or memberships in organizations like the American Academy of Estate Planning Attorneys (AAEPA).

What Should I Prepare for My First Consultation?

To make the most of your first consultation with a trusts lawyer, bring the following:

  • List of assets: Prepare a list of all your assets, including real estate, bank accounts, investments, retirement accounts, and personal property.
  • List of beneficiaries: Provide names and contact information of individuals or organizations you want to name as beneficiaries.
  • Existing estate planning documents: Bring copies of any existing wills, trusts, or other estate planning documents.
  • Financial information: Bring financial statements, tax returns, and other relevant financial documentation.
  • Questions for the lawyer: Prepare a list of questions about the trust creation process, fees, and how the trust will protect your assets and beneficiaries.
  • Goals for the trust: Clearly outline your objectives, such as asset protection, tax minimization, or provisions for beneficiaries, so the lawyer can tailor the trust to your needs.

By preparing thoroughly for your consultation, you can help the lawyer assess your situation effectively and receive the best possible legal advice for creating and managing your trust.

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