provo-estate-plannig- mountains.png

Call now for a free consultation!

801.765.0279

Asset Protection and Estate Planning

Let me show you some great ideas!

If you are in need of estate tax planning, let me show you a "family LLC and gifting trust" or a sale to a dynasty trust.  If you are interested in charitable giving, let's compare the differences between a private foundation and a donor advised fund.  If you want to do some asset protection planning, let me show you some ethical, legal, and effective strategies that will give you peace of mind.

This is what you can expect from me:

  • Free initial consultation with complete confidentiality.
  • Comprehensive fixed fees—no surprises.
  • Learn about the latest, most innovative and effective strategies for estate planning and asset protection.
  • Honest, ethical, safe, efficient and effective
  • Personalized service by experienced attorney— I won’t delegate your case to others.
  • I will implement your strategy in days, not months!
  • Vast experience working for small business owners to large corporations in many states and countries.
 

You will find that my services are quick, responsive, personal, and highly customized to your wants and needs. By focusing on one specific area, I can stay up on the latest and greatest strategies. Check out my blog for the most current thinking in the field of asset protection.

Call us at 801.765.0279 or contact us for a free consultation.

Some of my clients include . . .

. . . several NFL and NBA superstars and owners of many top companies including Skullcandy, Logoworks, Omniture, Apex Alarm, Raser Technologies, attask.com, Bluehost, vSpring Capital, Cirque Lodge, Wilson Audio, Sorenson Capital, and VitalSmarts.

I am an asset protection attorney, a tax attorney, and an adjunct law school professor. I work to protect your assets from estate taxes, potential liabilities, and irresponsible dissipation by your heirs.  I do asset protection planning that is ethical, professional, efficient, thoughtful, and eminently effective. I will provide ongoing support for any plan that I create. If you are interested in asset protection planning, call me or send me an email with a summary of your situation and I will send you a free proposal designed just for you. This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

Free Case Review

If you are interested in asset protection planning, call me or send me an email with a summary of your situation and I will send you a free proposal designed just for you.
lee@lsmlaw.net

Recent Blog Posts

Testimonials

“Lee is very good at explaining complex strategies in plain terms that anyone can understand.  Compared to other attorneys, he makes the whole process easy and understandable.”  - Don from San Diego, California

 

“Lee established our estate plan 12 years ago and it becomes more valuable every year.  His thorough annual reviews ensure that our plan is complete and up to date.” – Clint from Provo, Utah

 

“We use the big firms to handle our other needs, but we stick with Lee McCullough for our estate planning, because he has better ideas, and he gets things done much faster and with less cost.” – Keith from Park City, Utah