Trusts, Estates & Probate

UT Specific

Trust or Bust: Understanding Revocable and Irrevocable Trusts in Utah

Credits Available
Credit Status Total
Utah CLE Approved 6 Total
OnDemand
5 hours 56 minutes
David Stevenson
Randy Lish
Paul Jones
With David B. Stevenson from Stevenson Smith Hood Knudson, P.C. + 2 others
Recorded November 18, 2025.
Product ID 99883

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Overview

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This comprehensive course delves into the intricacies of trusts in Utah, providing you with a solid foundation in trust law and practical applications. You'll gain a deep understanding of revocable and irrevocable trusts, their unique characteristics, and how they can be utilized to achieve your clients' estate planning goals. Whether you're an estate planning professional or simply interested in learning more about trusts, this course offers invaluable knowledge and guidance - register today!

  • Learn the basics of trust law.
  • Delve into revocable trusts.
  • Explore irrevocable trusts.
  • Compare the appropriate uses of irrevocable vs. revocable trusts.
  • Discover unique trust topics.
  • Examine practical trust techniques and tactics.

Abbreviated Agenda

  1. An Overview of Trusts in Utah
  2. Revocable Trusts: Utah-Specific Overview
  3. Irrevocable Trusts In Utah
  4. Comparing Revocable and Irrevocable Trusts in Utah
  5. Unique Trust Topics in Utah
  6. Practical Trust Techniques and Tactics in Utah

Related Topics

Product ID 99883

Credit Details

Credits Available
Credit Status Total
Utah CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. An Overview of Trusts in Utah

    1. An Overview of the Many Purposes of Trusts
    2. Unique Utah-Specific Laws and Regulations
    3. Real-World Examples and Tactics: Utah

  2. Revocable Trusts: Utah-Specific Overview

    1. Advantages of Revocable Trusts
    2. Disadvantages of Revocable Trusts
    3. Practical Considerations and Best Practices
      1. Estate Planning Strategies
      2. Asset Protection
      3. Medicaid Eligibility
      4. Probate Avoidance

  3. Irrevocable Trusts In Utah

    1. Advantages of Irrevocable Trusts
    2. Disadvantages of Irrevocable Trusts
    3. Practical Considerations and Best Practices
      1. Gift Tax Implications
      2. Medicaid Eligibility
      3. Asset Protection
      4. Probate Avoidance

  4. Comparing Revocable and Irrevocable Trusts in Utah

    1. Side-by-Side Comparison of Key Features
    2. When to Choose a Revocable Trust
    3. When to Choose an Irrevocable Trust
    4. Factors to Consider in Making the Decision of Revocable vs. Non-Revocable

  5. Unique Trust Topics in Utah

    1. Charitable Trusts
    2. Spendthrift Trusts
    3. Qualified Domestic Trusts (QDOTs)
    4. Dynasty Trusts

  6. Practical Trust Techniques and Tactics in Utah

    1. Drafting Effective Trust Documents in Utah
    2. Funding Trusts
    3. Managing Trust Assets
    4. Trust Administration
    5. Dispute Resolution

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

David B Stevenson
David B.
Stevenson
Stevenson Smith Hood Knudson, P.C.
Randy M Lish
Randy M.
Lish
Facemyer Law Firm
Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Speaker bio
David B Stevenson

David B. Stevenson

Stevenson Smith Hood Knudson, P.C.
David Stevenson

is a shareholder with Stevenson Smith Hood Knudson, P.C., where he practices business and commercial law, employment and labor law, environmental law, litigation, personal injury, property and real estate law, wills, trusts, estates and probate, contract law, and mergers/acquisitions law. Mr. Stevenson is admitted to practice in Utah and Tennessee, Utah and Tennessee Court of Appeals, U.S. District Court, District of Utah, U.S. District Court, Western District of Tennessee, and U.S. Court of Appeals for the Sixth Circuit. He serves on local committees and boards, including the Utah Bar Model Jury Instructions Committee, Downtown Ogden Inc., and Ogden City Natural Resource and Sustainability Committee. He is currently co-authoring the Mississippi Environmental Law Handbook. Mr. Stevenson earned his B.S. degree from Brigham Young University, his M.S. degree from Duke University, and his J. D. degree from the University of Memphis, Cecil C. Humphreys School of Law.

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Speaker bio
Randy M Lish

Randy M. Lish

Facemyer Law Firm
Randy Lish

is a partner at Facemyer Law Firm in Provo, Utah, where he practices in the areas of trusts and estates, asset protection, and probate. He is a former adjunct professor at Utah Valley State College and is a lecturer for National Business Institute. Mr. Lish earned his B.A. and J.D. degrees from Brigham Young University. He is a member of the Utah State Bar and the Central Utah Bar Association.

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Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale | Wood pllc, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah and his Masters of Prof. Accountancy degree from Weber State University.

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