Inter Vivos, PLLC
About
Inter Vivos, PLLC, founded in 2013 and based in Lindon, UT, specializes in providing quality estate planning and elder law services. With years of experience in the financial and estate planning industry, they understand the unique needs of families when it comes to planning their estates. They guide beneficiaries and trustees throughout the process, offering advice on avoiding probate and ensuring smooth asset transfer. Inter Vivos, PLLC is committed to redefining the practice of law within estate planning through a new competitive model for practitioners in the industry.
Location and hours
Inter Vivos, PLLC
100 N State St Ste B
Lindon, UT 84042-1808
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Resume
Work Experience
Attorney
Inter Vivos, PLLC
2016 - Present
Attorney/Financial Consultant
Stewart Consulting Services, LLC
2014 - Present
Chief Tax Consultant/In-House Counsel
Legally Mine, LLC
2012 - 2016
Managing Partner
Inter Vivos, PLLC
2014 - Present
Senior Associate
Managed Wealth Financial
2010 - Present
Attorney
Alder Law Group
2013 - 2014
Marketing Director
Alder Law Group
2011 - 2013
Law Clerk
McFarlin & Geurts, LLP
2007 - 2010
Education
George Mason University
2011
University of Southern California
2010
Brigham Young University
2007
Brigham Young University
Brigham Young University
2013
Southern Utah University
2005
University of Southern California
Psychology
2010
University of Arizona
Law
2014
Brigham Young University
Law
2013
University of Arizona
2014
Southern Utah University
History
2005
Associations & Affiliations
Utah State Bar
Member
Boy Scouts of America
Eagle Scout
Utah State Bar, Estate Planning Section
Member
WealthCounsel
Member
American Bar Association, Real Property, Trust and Estate Law Section
Member
American Bar Association, Taxation Section
Member
ElderCounsel
Member
Utah Senior Care Counsel
Board Member
Utah Association for Justice
Member
Publications
Legislation and Policy Brief (American University)
2011
Lawyer Monthly Magazine
Estate Planning Thought Leader Series
2018
Acquisition International Magazine
Trusts, Wills & Estates: Fundamentals and Misconceptions
2014
Speaking Engagements
Transamerica/Word Financial Group Advisers
Estate Planning Presentation for Transamerica/Word Financial Group Advisers
2017
2018 Legacy Tour Training
Legacy Planning
2018
Services offered
Estate Attorney
Wills And Estate Planning
Probate Attorney