Business Details
44 Years
experience
Estate Planning & Elder Law Services in Provo, UT
With over four decades of dedicated service since 1982, our firm has established itself as a trusted authority in estate planning and elder law. We specialize in crafting personalized legal strategies that protect assets, ensure Medicaid compliance, and secure legacies for future generations. Our approach prioritizes deep client collaboration, transparent fee structures, and meticulous attention to Utah-specific legal frameworks.By focusing exclusively on estate planning, Medicaid planning, and asset protection, we deliver specialized expertise that empowers families to navigate complex legal landscapes with confidence. Our commitment to community extends across Provo, Orem, Lindon, and the broader Utah County region, where we've helped thousands of clients achieve peace of mind through comprehensive legal preparation.
Services
Estate Planning
Medicaid Planning
Trust Creation
Will Preparation
Asset Protection
Elder Law
Special Needs Planning
Probate Services
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of specialized experience in Utah estate law
- Our personalized planning approach adapts to unique family circumstances
- Transparent fee structure with clear cost communication
- We serve Utah County communities with local legal expertise
- Comprehensive service portfolio covering all estate planning needs
Services
Estate Planning
Our comprehensive estate planning service creates customized legal frameworks to protect assets and ensure your wishes are honored. We develop tailored strategies that address property distribution, healthcare directives, and financial planning. With expertise in Utah probate law, we help clients create durable documents that withstand legal scrutiny while providing clear guidance for loved ones during transitional life stages.
Medicaid Planning
We specialize in Medicaid eligibility strategies that protect assets while securing necessary healthcare coverage. Our planning considers both immediate needs and future contingencies through irrevocable trusts, gifting strategies, and resource reallocation techniques. We help families navigate complex government regulations while maintaining financial stability during elder care transitions.
Trust Creation
Our trust formation services establish legal structures for controlled asset distribution across generations. We design revocable living trusts for probate avoidance and irrevocable trusts for tax optimization. Each trust document incorporates specific provisions for beneficiary management, successor trustee designation, and contingency planning to ensure seamless wealth transfer according to client intentions.
Asset Protection
We implement legal strategies to safeguard assets from potential creditors and long-term care costs. Our approach combines domestic asset protection trusts, family limited partnerships, and insurance coordination to create layered defenses. We focus on proactive planning that maintains compliance with fraudulent transfer laws while maximizing protection for retirement accounts and real estate holdings.
Elder Law
Our elder law practice addresses age-related legal challenges through proactive planning and crisis intervention. We handle guardianship proceedings, Social Security disability claims, and nursing home contract reviews. Our services emphasize maintaining client autonomy while ensuring access to necessary healthcare resources and government benefits programs.
People
Randy M. Lish
Attorney at Law
Practicing Utah estate law since 1982, Randy M. Lish combines deep legal knowledge with personalized service. A member of the Utah Valley Estate Planning Council, he focuses on creating practical solutions for complex estate matters while maintaining transparent client communication throughout the legal process.
Questions
What estate planning documents do I need?
Every comprehensive estate plan includes a will, living trust, healthcare directive, and financial power of attorney tailored to your specific circumstances.
How does Medicaid planning work?
We analyze your assets and develop strategies to qualify for Medicaid benefits while protecting your estate through legal tools like irrevocable trusts and proper gifting techniques.
Can I update my estate plan later?
Yes, we recommend reviewing and updating your plan every 3-5 years or after major life events to ensure it reflects your current wishes and circumstances.
What happens without proper estate planning?
Without planning, state intestacy laws will determine asset distribution, potentially causing family conflicts, increased taxes, and delays in transferring your legacy to loved ones.
Do I need an attorney for estate planning?
While basic documents can be self-prepared, an experienced attorney ensures legal compliance, proper execution, and customized solutions that prevent future legal challenges.
How long does the planning process take?
Most plans require 2-3 meetings over 2-4 weeks, allowing time for document review and informed decision-making about your estate arrangements.
