Charles H. Livsey
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charles h. livsey

801-323-3361

 

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Mr. Livsey is a member of the firm’s Tax and Estate Planning Section. Mr. Livsey’s legal practice includes:  Estate and trust administration, estate and gift planning, and probate administration and taxation, with a focus on Split Interest Trusts, Family Limited Liability Companies, Private Foundations, and Charitable Foundations. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC).  Mr. Livsey also has considerable experience in Real Estate Land Use Planning.

Mr. Livsey maintains an AV Preeminent (4.5) rating with Martindale-Hubbell, which is the highest rating awarded to attorneys for professional competence and ethics.  He has also been included on the list of The Best Lawyers in America© 2021 in Trusts and Estates and has been voted by his peers throughout the state as one of Utah’s “Legal Elite,” as published in Utah Business Magazine (2015, 2018-2019).

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Practice Areas

Education

Institute of Certified Bankers, CTFA, 2007

  • American Bankers Association, Certified Trust and Financial Advisor (CTFA)

University of Utah, S.J. Quinney College of Law, J.D., 2004

University of Utah, B.S., Psychology, 1997

  • cum laude
  • Phi Kappa Phi and Psy Chi Honors Societies

Affiliations / Memberships

  • Fellow, The American College of Trust and Estate Counsel (ACTEC), 2019
  • Board Member & Secretary, Advisory Committee, S.J. and Jessie E. Quinney Foundation, 2006-present
  • Board Member & Secretary, Advisory Committee, Frederick Q. Lawson Foundation, 2016-present
  • Board Member & Secretary, Advisory Committee, Janet Q. Lawson Foundation, 2009-present
  • Board Member & Secretary, Advisory Committee, JoAnne L. Shrontz Foundation, 2008-present
  • Board Member, Advisory Committee, Dorothy F. Martin Foundation, 2009-present
  • Advisor, Charitable Gift Fund, American Endowment Foundation, 2017-present
  • Member, Utah Grantmakers Alliance, Community Foundation of Utah, 2018
  • Advisor, Charitable Gift Fund, Community Foundation of Utah, 2016-present
  • Chair, Estate Planning Section, Utah State Bar, 2015-2018
  • Legislative Committee, Estate Planning and Elder Law Section, Utah State Bar, 2015-present
  • Chair, Planned Giving Committee, Primary Children’s Medical Center, 2012-2013
  • Board Member, Advisory Committee, Wasatch Canyons Foundation, 2014-2015
  • Board Member & Secretary, Frederick R. Lawson Foundation, 2009-2011
  • Member, Tax and Estate Planning and Probate Sections, Utah State Bar, 2004-present
  • Board Member, Ballet West, 2007-2011
  • Chair, Non-Profit Charitable Section, Utah State Bar, 2008-2010
  • Member, Legislative Liaison Committee, Utah State Bar, 2009-2010

Prior Professional Experience

  • Mediator for Utah Dispute Resolution, 2003, 2004
  • Summer Associate, Ray Quinney & Nebeker, 2002, 2003
  • Paralegal, Ray Quinney & Nebeker, 2001

Related News

Admitted to Practice -  

Wyoming State, Supreme and Federal Court, 2016
Wyoming State Bar, 2016
Idaho State, Supreme and Federal Court, 2012
Idaho State Bar, 2012
Utah State, Supreme and Federal Court, 2004
Utah State Bar, 2004