Mr. Stephenson’s practice focuses on estate planning for executives, professionals and high-net worth individuals and families with an emphasis on structuring estate plans and transactions to achieve clients’ goals in a tax efficient manner. He works regularly on resolving estate tax, gift tax, generation-skipping transfer tax and income tax issues. Mr. Stephenson’s tax practice also encompasses tax planning for business transactions. He also provides probate and trust administration services.
In assisting his clients, Mr. Stephenson regularly prepares new trusts and wills and updates existing estate planning documents with a goal of providing flexibility in order to take advantage of the changing estate tax environment. Mr. Stephenson also has experience preparing irrevocable life insurance trusts and charitable trusts to assist the client in providing for family members while also achieving the client’s charitable giving goals. In addition to document preparation, Mr. Stephenson also represents clients in probate proceedings and assists clients in the administration of trusts.
Mr. Stephenson maintains an AV Preeminent (5.0) rating with Martindale-Hubbell, which is the highest rating awarded to attorneys for professional competence and ethics. He has also been selected for inclusion in Mountain States Super Lawyers (2008, 2010) in the category of Estate Planning & Probate and has been voted by his peers throughout the state as one of Utah’s “Legal Elite,” as published in Utah Business Magazine (2010-2011).
University of Notre Dame, J.D., 2000
- magna cum laude
- Editor, NOTRE DAME LAW REVIEW
Weber State University, B.A., Psychology, 1997
Prior Professional Experience
- Van Cott, Bagley, Cornwall & McCarthy, P.C., 2004
- Quarles & Brady, LLP, 2000-2004
Admitted to Practice
- Utah State Bar, 2004
- Wisconsin State Bar, 2000