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Geoff Germane

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Thanksgiving Park Four
2600 W. Executive Pkwy.
Suite 400
Lehi, UT 84043

Mr. Germane is a member of the firm's Tax and Estate Planning practice section. His focus is on estate, tax, business, and asset protection planning. He advises individuals and business owners on legally sound strategies to protect their assets and reduce or eliminate taxes. He counsels clients on legacy planning to maximize intergenerational wealth and reduce family stress and tension.

Presentations have included: Beyond Plain Vanilla: Unique Tax and Financial Planning Opportunities with Charitable Trusts, Program-Related Investments and L3Cs: An Underutilized Tool for Private Foundations and the Key to the Toolshed?, What in the World is Estate Planning, Most Common Legal Mistakes Families Make, Most Common Legal Mistakes Business Owners Make.

Mr. Germane is certified as an Accredited Estate Planner® with the National Association of Estate Planners and Councils and as an Estate Planning Law Specialist with the Estate Law Specialist Board.

Experience

  • Assisted founder and investors of $120 million business in protective planning, saving an estimated $1.5 million in income taxes, $40+ million in estate taxes and protecting assets from creditors and predators.
  • Assisted owner of $17 million business, saving $400,000 in income taxes and estimated $7 million in estate taxes and protecting assets from creditors and predators.
  • Assisted clients with real estate holdings worth $30+ million in reducing transfer taxes and protecting assets from creditors and predators.
  • Assisted family business worth $10 million in transition to next generation while eliminating transfer taxes, reducing income taxes, and protecting assets from creditors and predators.
  • Began a private practice in California, which he subsequently moved to Utah focusing on estate, tax, business, and asset protection planning.
  • Associate with San Diego's oldest and largest law firm, Luce Forward Hamilton & Scripps, LLP. There he provided legal service to clients in numerous areas, including estate planning, charitable giving, probate and estate administration, probate and civil litigation, and business advisory.
  • Legal extern for the international law firm of Baker & McKenzie in Monterrey, Mexico and later for the San Diego Public Defender.
  • Financial analyst and representative for Northwestern Mutual, ranking in the Top 10 of all College Agents in the USA for volume production, and was the top College Agent in the Western Region.

News

Publications

Presentations

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Industries

Education

Brigham Young University, J. Reuben Clark Law School, J.D., cum laude

  • National Order of the Barristers

Brigham Young University, Marriott School of Management, B.S., Accounting

Bar Admissions

  • Utah
  • California

Honors & Awards

  • Accredited Estate Planner
  • Estate Planning Law Specialist
  • 2014, Utah Valley Q magazine 30 in their 30s (30 successful executives in their 30s) honoree

Affiliations

Utah Valley University Gift Planning Advisory Board

Board Member, Utah Valley Estate Planning Council,  President (2012)

Board of Directors, BYU Management Society

Salt Lake Estate Planning Council

Adjunct Professor in Legal Studies Department at Utah Valley University

Adjunct Professor in Business Law at BYU Marriott School

American Bar Association

San Diego County Bar Association

Utah Bar Association

  • Tax Section
  • Estate Planning Section
  • Nonprofit Section
  • Business Law Section

J. Reuben Clark Law Society

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