Attorney Profile

Ms. Atkin specializes in all aspects of estate, probate, and trust matters including:

Preparation of Estate Planning Documents

  • Wills, trusts, powers of attorney and health care directives for both basic estates and large estates requiring federal estate tax planning

Estate Reduction and Wealth Transfer Techniques

  • Advice regarding federal gift tax, generation-skipping transfer tax and available planning techniques
  • Preparation of gift tax returns
  • Preparation and administration of “dynasty trusts,” irrevocable life insurance trusts (“ILITs”), grantor retained annuity trusts (“GRATs”), and charitable trusts
  • Formation of and advice regarding limited liability companies and other entities used to transfer real property, business interests, and other assets to family members

Prenuptial Agreements

Probate and Estate Administration

  • Local court proceedings to probate wills and appoint personal representatives
  • Advising personal representatives regarding all aspects of estate administration including tax filings and distributions to beneficiaries
  • Preparation of estate tax returns
  • Advising beneficiaries regarding rights to estate planning documents and distributions

Trust Administration

  • Advising trustees regarding all aspects of trust administration including tax filings, distributions to beneficiaries, trustee removal/replacement/succession issues
  • Reformation of irrevocable trusts

Protective Proceedings

  • Local court proceedings to appoint guardians and conservators of protected/incapacitated persons

Ms. Atkin was a certified public accountant and practiced at Grant Thornton, LLP prior to attending law school.  She currently serves as Chair of the Firm’s Women Lawyers Group.

Ms. Atkin maintains an AV Preeminent (4.9) rating with Martindale-Hubbell, which is the highest rating awarded to attorneys for professional competence and ethics.  She has been included on the list of The Best Lawyers in America in Trusts and Estates and was recognized by Best Lawyers as Lawyer of the Year in Trusts and Estates (2018).  Ms. Atkin was also selected for inclusion in Mountain States Super Lawyers as a Rising Star (2009-2012) in the category of Estate Planning and Probate, and she has been voted by her peers throughout the state as one of Utah’s “Legal Elite,” as published in Utah Business Magazine (2007-2017).

Education

J. Reuben Clark Law School, Brigham Young University, J.D., cum laude, 2001

University of Utah, B.A., Accounting, magna cum laude, 1997

Prior Professional Experience

  • Van Cott, Bagley, Cornwall & McCarthy, P.C., 2005-2012
  • Jones, Waldo, Holbrook & McDonough, 2002-2005
  • Grant Thornton, LLP  1997-1999

Admitted to Practice

  • Utah
  • United States Tax Court

Affiliations / Memberships

  • Utah State Bar
  • Maryland Association of Certified Public Accountants
  • American Bar Association

Professional and Civic Activities

  • Appellate Court Nominating Commission, State of Utah (2017-present)
  • Women’s Leadership Institute, Advisory Board Member (2017-present)
  • Columbus Community Center, Capital Campaign Member (2017-present)
  • Wells Fargo Women’s Financial Services Advisory Council, Board Member (2014-present)
  • University of Utah Health Sciences Advocates, Member (2003–2015)
  • University of Utah Health Sciences, Planned Giving Committee (2002–2006)

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