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Mike is the Chair of the firm’s transactions department, which handles business and real estate transactions (including M&A), business entity formation, business succession planning, contracts, estate planning and asset protection planning. Mike applies his expertise and experience in highly complex transactions over decades, to help his team guide their clients to their most successful outcome.

Mike applies this vast knowledge to his primary focus – sophisticated estate planning and asset protection. While Mike works with clients across the spectrum, high net worth clients trust Mike for his ability to provide a wide-range of options to craft estate planning strategies and documents that are tailor-made for the client’s specific situation. For clients of all situations and size of estate, Mike has become a go-to advisor for evaluation of the client’s estate planning needs, tax planning, asset protection planning and the preparation of various types of trusts, wills, powers of attorney and family limited partnerships.

Whether you are seeking expert business advice through Mike’s team, or sophisticated estate planning and asset protection, from Mike himself, your needs will be met with the highest level of expertise and client service.

 

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Education

  • Pepperdine University School of Law (J.D., cum laude)
  • Weber State University (B.S., English, with Honors)

Court Admissions

  • State of Arizona
  • State of Utah (inactive)

Publications & Presentations

Asset Protection
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Asset Protection and Wealth Preservation
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Corporate and Business Transactions
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Estate Planning
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Living Trusts and Estate Planning
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Real Estate
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Relevant Resources

Estate/Gift Tax Exemption Could be Reduced by 50 Percent by 2022

A little mentioned curve-ball in the September House Ways and Means Committee proposed tax package which would raise top tax rates on ordinary income to nearly 40 percent (and capital …

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Take Me To The Blog

Wealth and Tax Planning: The (multi) million-dollar question is use it or lose it?

When it comes to tax planning in 2021…the message might just be: Use it NOW, Before it’s Too Late If you have assets that total $3,500,000 or more, you should …

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The Environment is Changing for Estate Planning – here is an update.

With a Democrat-dominant Senate, major adjustments to the estate and gift tax rules may be proposed by Congress soon. The modifications could potentially reverse parts of the Tax Cuts and …

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Do you know, Is That Even Legal?