Trust & Estate Administration, Probate and Litigation

We can assist you with all of the various issues involved in administering wills and trusts.  For example, we can assist a trustee in administering a trust, both during the life of the grantor and upon the grantor’s death, and we can assist a personal representative or executor in the administration of an estate.

We can also assist a trustee or personal representative comply with the various requirements imposed by law (for example, periodic accountings), and we can assist with trust and estate income tax returns and estate tax returns.

Where necessary, we can assist in securing the appointment of a personal representative, and assist the personal representative or a beneficiary in all of the various steps of the probate process.  This includes estate and trust disputes and will and trust contests.  We have extensive experience in mediation of trust and estate disputes, and in litigation of such disputes where necessary.

Medicaid Estate Recovery Claims Initiated by the State of Utah

If you have received a letter from the Office of Recovery Services seeking the return of Medicaid assistance paid on behalf of a deceased loved one, we can represent you before the State and help determine whether there are any exceptions, special circumstances, or hardship that would warrant dismissal of the claim, a reduction in the amount claimed, or possible deferral of the amount due through a consensual lien.

Veteran’s Benefits, Including Aid & Attendance

There are Veteran benefits that Veterans or widows or widowers of Veterans can receive to supplement their income to pay for health care costs at home, in assisted living facilities, and in nursing homes.  Our law firm is dedicated to helping families who are overwhelmed or confused by the many decisions they must make in determining how to pay for long term health care.  With our knowledge of the law, we can often assist clients increase their income to help pay for long term care at home, and in assisted living facilities and nursing homes.

Financial Exploitation of Seniors & Elder Abuse

Unfortunately, with increasing frequency in our society, seniors are being taken advantage of, and sometimes exploited, by others who have an relationship of trust to the senior, including family members. We have considerable experience in resolving these disputes, whether it be in protecting a senior, recovering funds wrongfully taken, resolving situations involving elder abuse, or attempting to reconcile family conflicts.

Contested Federal Tax Matters

Drawing upon Cal’s experience handling federal tax cases as a trial attorney at the US Department of Justice, and in private practice, we can help you resolve federal tax disputes with the Internal Revenue Service, and resolve state tax matters. We assist clients resolve audit issues, submit offers in compromise, and contest tax matters in the US Tax Court and in federal district court as necessary.