A recent client review from Robin captures what drives Gibson Law Firm every day: clear guidance, careful planning, and genuine care for families.
“My husband and I were fortunate to have Lance Gibson recently update a Family Trust and Last Will and Testament that had been done years ago in our then state of residence and apply it to Utah law. We couldn't have asked for a more competent, knowledgeable, totally easy-to-work-with attorney than Lance! He explained things very clearly and patiently; we felt very assured that these highly important documents were in good hands with him, as his work was thorough and on-point! All in all, he was a total delight to work with!”
– Robin Nelson
Updating an Out-of-State Trust for Utah Law
Robin and her husband came to Gibson Law Firm with an existing family trust and will that had been drafted in another state. They wanted to be sure those documents worked as intended under Utah law.
Lance reviewed their prior trust and current assets, then walked through how Utah rules could affect their plan. The goal was simple: keep what still worked, update what did not, and make sure their legal documents matched their current wishes.
Why Reviewing an Old Estate Plan Matters
Lance explains it this way:
“Even though your estate plan will still be enforceable if you move to a new state, there are often situations where interactions between the laws of the various states will result in unforeseen challenges. In this case, keeping the old trust may have resulted in taxes being owed to the old state upon their death.
In addition, in many cases, when someone moves, they neglect to transfer their new home into the Trust, eliminating the vast majority of the benefits of a living Trust. It is important, even if you do not move, to revisit your estate plan every few years to check whether personal circumstances or laws have not changed. I love to help families feel secure about their future. Robin and her husband were a delight to work with, and I am grateful they trusted me with something so important.”
As part of this review, he checked how their real estate was titled and discussed whether other assets should stay in their own names with the trust as beneficiary, or be owned directly by the trust. They also talked through life changes since the original documents were signed, confirming that the trust still reflected their current goals.
Clear Explanations, Real Peace of Mind
Robin’s words about clarity and patience mean a great deal to us. They reflect Gibson Law Firm’s commitment to thoughtful, personalized estate planning built on open communication and respect for each client’s unique circumstances.
To schedule a free initial estate planning consultation with Gibson Law Firm, call (877) 540-4416 or contact us online.