Estate and Tax Planning

Questionnaire for Estate Planning

Cathleen Gilbert helps clients document their estate planning goals. Ms. Gilbert was voted by her peers in Utah as one of Utah’s “Legal Elite” in 2022, 2015, 2011, and 2007 in the category of Wills, Trusts and Estates, as published in the Utah Business Magazine.

Ms. Gilbert’s experience as a CPA (since 1987) and Attorney (since 1994), contribute to her proficiency in multiple types of tax planning transactions including personal estate planning, establishing trusts, business entity formation and restructuring to coordinate estate planning and business goals, and planning with charitable and exempt organizations.

Ms. Gilbert helps clients understand their options and allows them to elect the plan that most closely meets their individual goals.

To expedite the estate-planning process, a questionnaire can be downloaded from this page, to be completed by clients and returned to Ms. Gilbert prior to or at the time of their first meeting.