Overview

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: Your Closely Held Business Interest is Worth More than its Worth, and Other Truths from the IRC 2704 Proposed Regulations; Income Tax Basis Planning for Now and Later; What to Expect While You’re Expecting… Tax Reform: Things to Know and Do Now; Keeping “Success” in Business Succession: Key Considerations in Planning for the Business Owner,  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? Mr. Germane is a Distinguished Faculty member for Lorman Education Services. His most recent webinar was The Three-Edged Sword of Discretion: Designing Discretionary Distribution Standards to Protect the Settlor, the Beneficiary and the Trustee.

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.

  • Lorman Distinguished Faculty

News & Events

Speaking Engagements

  • Live webinar 1:00 - 2:30 pm (ET), 08.26.2014
  • Portability: What You Need to Know About the “Game Changer”
    UVU Business and Economic Forum, 2013
  • Utah Domestic Asset Protection Trusts: Overview, Requirements, Uses
    2013
  • The Not-So-Imposing Clawback
    UVU Business and Economic Forum, 2012
  • The End of Valuation Discounts?
    UVU Business and Economic Forum, 2012
  • Family Limited Partnerships: Solutions to Growing Problems
    Utah Valley Estate Planning Council Spring Forum, 2012

Publications

Alerts

  • Legal Alert: Utah’s New Domestic Asset Protection Statute Makes State a Top Choice to Shield Assets
    Legal Alert, 04.2013
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