JACOBSEN LAW FIRM, PLLC

UTAH BUSINESS TAX & ESTATE PLANNING ATTORNEY

This lawyer is licensed to practice in Utah and has no record of discipline from the Utah bar association.*

Firm Overview

We focus on assisting business owners and individuals with business, tax & estate planning needs. Services include formation of an LLC or corporation, "cleaning up" LLCs and corporations formed by clients or a non-attorney, drafting contracts and agreements, drafting required annual meeting minutes, assisting with the purchase or sale of a business, asset protection planning, tax planning, representation before the IRS, drafting estate planning documents including Wills, Trusts, Financial Powers of Attorney, Healthcare Directives, etc.

Example cases

Recently assisted a client in purchasing a multi-million dollar transportation business. Drafted all of the necessary documents, and assisted with due diligence regarding legal issues, etc. Also assisted a physician with the formation of a proper business structure for his medical practice that provides legal protection and is tax efficient. Further, assisted with other asset protection strategies to protect wealth outside of the medical practice (investments, rental properties, etc.), as well drafted estate planning documents including a will, living trust, financial power of attorney and healthcare directive.

Main Office

Main
4505 Wasatch Boulevard
Suite 290B
Salt Lake City UT 84124

Phone

(801) 657-5062

Fax

(801) 657-5058

Websites

http://www.utahsmallbusinesslaw.com

Fees

Free Initial Consultation?

Yes, often lasts up to 1 hour.

Services Offered For Fixed Fees?

The majority of matters are handled on a fixed-fee basis. At the end of the free initial consultation, the attorney will provide a no obligation fixed fee to move forward. Some clients are ready to move right away. Others are doing their research and come back months later which is perfectly fine.

Hourly Rates

$195/hr when applicable. Most services are at a fixed fee.

Office Information

Office Hours

M-F 8:00 AM to 6:00. Saturdays by appointment

Office Manager

Jen

Emergency After Hours

Yes

Languages Spoken

Yes, Tax :)

Is your firm willing to help a client with one discrete part of a case, without taking on the whole case?

Yes.

What are your policies about dividing work within the firm to make the process most cost-effective for the client?

The risk of cost efficiency is born by the attorney, not the client, because most services are performed on a reasonable fixed fee, no surprises basis.

How frequently does your firm use mediation, arbitration, or collaborative law to resolve cases?

We are not a litigation firm, so this does not apply.

Does your firm provide pro bono legal services or otherwise participate in your community?

Yes

What distinguishes your law firm from others?

Focus is on business, tax & estate planning issues. Attorney is dual qualified as both a lawyer, and tax accountant, with an education that includes a Bachelor and Masters Degree in Accounting in Tax from Brigham Young University, currently the nation's #1 ranked accounting program. In addition to years of legal experience, attorney also has several years of experience working for the "big" accounting firms of Ernst & Young & Deloitte. This combined legal and accounting education and experience provides a powerful combination to help business owners navigate complicated legal and tax issues, often resulting in thousands of dollars of tax savings.

What is your firm's point of view regarding clients educating themselves on legal issues?

We take plenty of time to explain legal and tax issues to each client's satisfaction. Some clients want an in-depth discussion and understanding. Others are comfortable with a general overview, combined with the knowledge that their attorney is competent and looking out for their best interest at all times.

Is your firm willing to review documents prepared by clients?

Yes

Is your firm willing to coach clients who want to represent themselves?

In general yes. In many cases, this approach does not make sense due to unnecessary risks to the client.

Todd Jacobsen

Formed in 2008.