Paul Willumstad
is a highly-rated estate planning lawyer in ZIP code 81008 , Pueblo , Colorado. Explore local estate planning case examples , more lawyers nearby zip 81008 , Pueblo and FAQs.
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Common Estate Planning Case Examples in zip 81008
Description: Focuses on preparing legal documents and strategies to manage an individual? estate, including wills and trusts. Case Example: Estate of McDowell v. McDowell, 2016 - Addressed disputes over estate planning documents. Judgment: The court ruled based on the validity and interpretation of the will.
Compare and choose Estate Planning Lawyers in Zip 81008
Location:
84060, Park City, Utah Phone: Not Available Firm: Law Office of J. Caldwell Guilds III, PLLC
The Law Office of J. Caldwell Guilds III is a boutique business, estate planning, real estate, and investment litigation law firm providing sophisticated advice to entrepreneurs, investors, and closely held business owners on the creation, protection, and distribution of wealth. John Guilds is both an Attorney and a dually registered Investment Professional with FINRA. John earned the Certified Private Wealth Advisor (CPWA) professional designation from the Yale School of Management and the Investments & Wealth Institute in 2020. He formed the Law Office of J. Caldwell Guilds III in 2022 to work in conjunction with his affiliated business, Heriot-Guilds Private Capital & Investments, as a holisitic, integrated provider of tailored, strategic advice driving satisfactiory solutions to a variety of complex legal and financial issues confronting high net worth individuals and those aspiring to become one.. John is a member of the State Bar in New York, California, South Carolina, and Utah. He earned a JD from the Georgetown University Law Center (Cum Laude) and an MBA from the University of Chicago Booth School of Business (Honors). Before establishing the Law Office of J. Caldwell Guilds III, John worked as a real estate and M&A attorney in Barcelona, Spain with Bufete Pinto Ruiz and as a securities and M&A attorney in New York, NY with Latham & Watkins. He has approximately 15 years experience negotiating, structuring, and documenting complex, long-dated financial transactions as a Project Finance banker in South America, North America, and Australia.. Focus on structuring, negotiating, and documenting financial transactions and strategic business combinations; trusts, wills, probate, and trustee services. Expertise in real estate & mortgages, bank finance & workouts, M&A, securities law, private placements, and project finance. Adept at identifying and structuring around risk. Securities / investment fraud litigation. Highly skilled at transactional analysis, negotiation, structuring, and drafting documentation.
Location:
84060, Park City, Utah Phone: Not Available Firm: Segall & Banko
My husband and I have our own practice in Old Town, Park City, Utah. We specialize in estate planning, probate litigation, business organization and general counsel for small businesses, real estate work (transactional and litigation), and Chapter 7 and 13 bankruptcies. We also help those individuals charged with low-level crimes (mostly DUI and possession related charges). We take pride in our attention to detail and the personal touch that we provide to each and every client. We are also very fair in our billing practices and we don't "nickel and dime" our clients. In our down time, we like to ski, mountain bike and hang out with our dogs. We are also dedicated to helping two non-profit organizations each year with legal needs.
Location:
84062, Cedar Hills, California Phone: Not Available Firm: Taggart Law, LLC
I am a former in-house bank attorney who now focuses on estate planning and planning for closely held, family businesses, including farms and ranches, from formation to succession. That focus necessarily includes real estate and water rights as well. I also draft gun trusts.. I practice in both Utah and Wyoming. My main office is in Orem, Utah, but I do have an office in Cody, Wyoming for appointments.. I chose this profession to help families and business owners plan now to be in a position to reap the benefits and pass on the rewards of their hard work. I've succeeded if, after we've worked together, you, your family, your business, and your estate are better prepared to accomplish your goals--financial or otherwise. Your concerns are my concerns. Solving your problems is my goal. To that end, I will make every effort to make sure you understand what we're doing and why.. In other words, legalese is not spoken here.. I am licensed to practice law in both Wyoming and Utah. I'm also an emeritus member of the State Bar of Michigan, the state where I began practicing law as an attorney for Michigan National Bank in Lansing, Michigan in 1981, after spending a year in a management training program with the bank while I finished law school.. I was born and raised in Powell, Wyoming, after which I attended Ricks College (now BYU-Idaho) in Rexburg, Idaho, and Brigham Young University in Provo, Utah. I did my first two years of law school at the University of Wyoming then transferred to Thomas Cooley LawSchool in Michigan, so I could begin working at the bank. I later returned to Wyoming to form Taggart Company, a partnership with my brothers in Cody, Wyoming. We worked as insurance and investment advisors to individuals and businesses, primarily in Northern Wyoming and Southern Montana.. My interest in estate planning and working with family businesses was piqued during the time I spent as a life insurance/investment advisor. Time and time again, we counseled with individuals who had created very profitable businesses only to find themselves facing the questions every small business owner eventually must face: How do I get my money out? Who can succeed me and keep this company, farm, or ranch running and profitable? My goal with my business clients is to help them answer those and other questions they must address, often beginning with the first one for many of them: C or S corp, partnership or LLC.. Estate planning, of course, goes hand in hand with these and other concerns that individuals have as they look over what they've created and imagine how their loved ones can benefit from their hard work. My goal is always to help them achieve their goals.. I am also a freelance financial/business writer, something I've been doing since 1996. My writing has appeared on the pages of various Bloomberg, Schwab, and Fidelity magazines, as well as on , and other print and online publications. I have also written for Northern Trust, Morgan Stanley, Zions Bancorporation, Wilmington Trust, Wells Fargo, LaSalle Bank, Smith Barney, KeyBank, Franklin Covey, and Private Wealth Management, among others. In addition, I occasionally ghostwrite by-line articles for major financial services firms.. Finally, I'm an adjunct professor at Brigham Young University, where I have taught writing every semester since 1998. During the last six years, I have also had the opportunity to teach courses at BYU in American government (4 years) and legal writing (2 years).
