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Downtown CLE – The gift that keeps on giving: planned giving ideas for you

September 28 @ 12:00 pm - 1:00 pm

12:00-1:00 p.m., Jones Waldo (170 Main St Suite 1500)
Come learn how diverse and simple a planned gift can be and how it can benefit your personal estate as well as that of your heirs.

1 hour of CLE (pending). $15 lunch fee or free no-lunch option. Registration required »

Presenter:

Matthew Mitton, Shareholder, Jones Waldo
Mr. Mitton is a licensed attorney and shareholder with the law firm of Jones Waldo Holbrook & McDonough, P.C.  Prior to joining Jones Waldo, Mr. Mitton and Mr. Randall Holmgren formed and managed one of the premier estate planning law firms in Utah.  Matt has dedicated his legal practice to helping people ensure that their estate will go to the right people, at the right time, at the least cost possible.  Specializing in the area of estate planning allows Mr. Mitton to focus his time, energy and attention on his clients.  He routinely travels to homes, businesses and rural Utah to make sure his clients get the highest level of service and attention they deserve.

As a member of the American Academy of Estate Planning and National Academy of Elder Law Attorneys, Mr. Mitton has become a recognized author and speaker focusing his knowledge on helping people understand and apply difficult tax, trust and elder law issues and solutions.  In order to stay on the “leading edge” of estate and elder law planning, Matt spends hundreds of hours a year studying, attending conferences and teaching other professionals.  Mr. Mitton’s peers recently recognized his time and effort when they voted him as a Utah Business Magazine “Legal Elite” in the area of Estates and Trusts in 2007-2010.  Matt’s greatest professional satisfaction comes from his volunteer work in the community.  He is currently serving as the Chairman of the Planned Giving Committee for Intermountain Health Care’s Deseret Foundation.  He has served for the Retired Senior and Volunteer Project and gives generously of his time to those in need who cannot afford estate-planning fees.

For questions about this event contact Lori (801) 587-0059.

Details

Date:
September 28
Time:
12:00 pm - 1:00 pm
Event Categories:
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Organizer

College of Law
Phone:
801-585-3479
Email:
events@law.utah.edu

Venue

S. J. Quinney College of Law
383 South University St
Salt Lake City, UT 84112 United States
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