Estate & Succession Planning Services: Utah, the Mountain West & Nationwide

CMP’s team of experienced estate and succession planners provides sophisticated wealth strategies for families and businesses across Utah, the Mountain West, and nationwide. We are experts in federal estate tax issues and help clients proactively plan through gifting, trusts, and strategic wealth transfer.

You may be wondering:

Can an Accountant Help Me with Estate Planning?

Yes, accountants can assist with the financial and tax-related aspects of estate planning. At CMP, we collaborate with attorneys and financial advisors to help you prepare for the future and protect your assets.

Regional Expertise with a National Perspective

While estate laws vary by state, the core of wealth preservation is governed by complex federal tax laws. Our team provides the deep knowledge of federal gift and generation-skipping transfer taxes required for a nationwide reach, while maintaining the personalized, high-touch service that Utah and Mountain West families have trusted for decades.

We work hand-in-hand with estate planning attorneys and other advisors to ensure that you not only get the best estate plan possible but that it is properly implemented.

Business succession planning is a critical issue that all successful businesses must address at some point. At CMP, we have the knowledge, tools, and experience to help you position your business as favorably as possible. We can help you develop a business succession plan that maximizes the benefits for all parties involved in the transition.

We view ourselves as educators, and we’ll discuss the complexities of the plans and strategies in clear, simple terms so you can make well-informed decisions.

Our specializedestate and succession planning services include the following:

• • Establishment of a proper estate structure and estate plan

    We’ll work with your estate planning attorney and other advisors to ensure your plan is properly implemented.

  • Lifetime wealth transfers

    We’ll help you implement a prudent and effective gifting strategy that is compliant with all applicable Utah and federal tax-transfer laws.

  • Estate and trust administration for multi-state assets

    We’ll ensure tax compliance and that accurate records are kept. We also advise the administrator or trustee in making distributions to beneficiaries.

  • Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs)

    We’ll help you establish a structure to hold family business interests and implement appropriate strategies to perpetuate and protect family assets.

  • Comprehensive Business Succession Planning (Nationwide)

    We help business owners across the country assess their business’s condition, identify potential successors, and position the entity for a successful sale or transfer. Whether you are navigating the tech landscape of the Mountain West or managing assets nationwide, our business valuation expertise ensures your legacy is protected.

  • Business Planning

    We help clients optimize their key performance indicators and manage their business risks, thereby maximizing the company’s value in the event of a business succession.

  • Charitable giving

    We help ensure that your personal and business philanthropic goals are met by establishing and managing charitable remainder trusts or private foundations.

  • Representation before the IRS

    We can effectively represent you before the IRS in the event of an audit or other IRS inquiry. We have a proven track record of delivering great results for our clients through our experience, reputation, and integrity.

  • Federal Estate Tax Compliance & Strategic Gifting

    Effective wealth transfer extends beyond state lines. While Utah and the Mountain West have their own unique tax landscapes, the federal gift and generation-skipping transfer (GST) tax systems apply to all high-net-worth individuals, regardless of where they reside. At CMP, we specialize in helping clients nationwide leverage current lifetime exemption limits and annual exclusion gifts to efficiently move assets out of their taxable estates. Our CPAs provide precise preparation of IRS Form 709, ensuring that your gifting strategies—from Family Limited Partnerships to complex trust funding—are fully compliant with federal regulations and optimized to protect your family’s legacy for generations.

Your legacy doesn’t stop at the state line, and neither do we. While we’re proud of our deep roots in Logan, Layton, and St. George, CMP serves families and business owners throughout the Mountain West and nationwide. Whether we’re meeting in person at one of our Utah offices or connecting through our secure virtual consulting, our goal remains the same: navigating complex federal tax laws and multi-state successions so you don’t have to. No matter where you’re located, we’re here to help you protect what you’ve built.