Advanced Estate Planning in Utah
Protecting Assets, Caring for Loved Ones, and Minimizing Taxes
Estate planning is about more than wills and revocable trusts. For families with significant assets, loved ones with special needs, or charitable goals, advanced planning strategies provide additional protection and peace of mind. At Cutler | Riley Law, we help Utah families design customized solutions to safeguard wealth, reduce tax burdens, and plan for future generations.
Our Advanced Estate Planning Services & Pricing
Special Needs Trust (SNT) — $1,500
Provides supplemental care for a loved one with disabilities without disqualifying them from government benefits.
Explore the benefits of a Special Needs Trust.
Utah Domestic Asset Protection Trust (UDAPT) — $4,000 (Includes Estate Plan Package)
A UDAPT shields your assets from future creditors and lawsuits while allowing you to remain a discretionary beneficiary. This trust is especially powerful for business owners, professionals, and high-net-worth individuals seeking long-term protection.
Learn more about Utah Domestic Asset Protection Trusts.
Special Power of Appointment Trust (SPAT) — $4,000 (Includes Estate Plan Package)
A flexible alternative to Utah DAPTs for those who either don’t qualify for a Utah DAPT or who own property outside the state. A SPAT helps protect assets from future creditors while preserving planning flexibility.
Click here to learn more about SPATs.
Deferred Sales Trust — $2,500 - $10,000
A Deferred Sales Trust allows you to defer capital gains taxes on the sale of highly appreciated assets such as real estate or businesses. It gives you flexibility, continued investment growth, and immediate tax relief.
Minimum fee: $2,500 (for sales ≤ $250k)
Standard fee: 1% of sales price (for $250k – $1M range)
Maximum fee: $10,000 (cap for sales > $1M)
Read more about how a Deferred Sales Trust works.
Charitable Protection Trust — $20,000 (Includes Estate Plan Package)
This highly specialized trust combines advanced tax planning with charitable giving. It allows you to protect significant assets, fulfill philanthropic goals, and potentially achieve substantial income and estate tax savings.
Explore the benefits of a Charitable Protection Trust.
The Summit Trust — $20,000 (Includes Estate Plan Package)
Safeguard your legacy with the Summit Irrevocable Trust from Cutler | Riley, a compliant estate planning tool under Utah law and IRC Subchapter J. This non-grantor, discretionary spendthrift trust protects assets from creditors, lawsuits, and probate while enabling multi-generational wealth transfer.
Learn more about the Summit Trust.
Charitable Remainder Trust (CRT) — $3,500
Allows you to support a charity while receiving tax benefits and/or income during your lifetime.
Read more about how a Charitable Remainder Trust works.
Spousal Lifetime Access Trust (SLAT) — $4,000
Reduces your taxable estate while providing income access to a spouse during their lifetime.
Explore the benefits of a Spousal Lifetime Access Trust.
Why Choose Advanced Estate Planning?
Asset Protection – Shield your wealth from lawsuits, creditors, and unnecessary risk.
Special Needs Planning – Ensure loved ones with disabilities are provided for without losing vital benefits.
Tax Strategies – Minimize income, capital gains, and estate taxes through smart trust design.
Charitable Legacy – Support causes you care about while reducing your tax liability.
Our Process
Free Consultation – We review your family and financial goals.
Customized Strategy – We design advanced planning tailored to your needs.
Drafting & Implementation – We create and fund your trust, ensuring proper compliance.
Ongoing Guidance – As laws and your circumstances change, we’re here to update and support your plan.
Ready to Take the Next Step?
If you have significant assets, a family member with special needs, or charitable goals, advanced estate planning can help protect your wealth and secure your legacy.

Why Choose Cutler | Riley Law for Advanced Estate Planning?
When it comes to advanced estate planning, you don’t just need documents — you need a strategy and a trusted guide. At Cutler | Riley Law, we combine legal expertise, tax knowledge, and a client-first approach to deliver solutions that truly protect your family and your wealth.
What Sets Us Apart
Specialized Experience
We don’t dabble. Estate planning is what we do. From Special Needs Trusts to Charitable Remainder Trusts to Deferred Sales Trusts, we have the experience to craft plans that work in the real world — not just on paper.Transparent Flat-Fee Pricing
No hourly surprises. We believe in clear, upfront pricing, so you know the exact cost of even the most sophisticated planning strategies before we begin.Personalized, Tailored Solutions
Every family’s goals are unique. We take the time to listen, understand your priorities, and design trusts and tax strategies that fit your specific circumstances.Recognized & Trusted
With 600+ five-star reviews and recognition in the Best of SLC awards, Utah families consistently turn to us for peace of mind in both simple and advanced planning.Compassionate Guidance
Complex planning doesn’t have to feel intimidating. We explain every option in plain English, so you feel confident and in control of the decisions you’re making.
Our Promise
With Cutler | Riley Law, you don’t just get advanced documents — you get a partner dedicated to protecting your legacy. Whether you need asset protection, tax deferral, or specialized planning for a loved one, our goal is simple:
To give you clarity, security, and confidence for the future.