Marianne Ludlow helps clients pass down their assets smoothly and in a tax-advantaged way to create opportunities for future generations. She focuses her practice on estate, tax and asset protection planning for business owners, high-net worth families and families of more modest estate sizes. Contact Marianne by clicking here to see how she can help you protect your loved ones.
Capabilities
Biography
Marianne combines the latest estate and business planning strategies with experienced counsel to provide clients with extraordinary legal services and top-notch client care. She secures and protects individuals, families, and businesses through the following:
· Wills and Revocable Trusts
· Irrevocable Trusts
· Asset Protection Planning
· Estate and Income Tax Planning
· Business Formation and Succession Planning
· Planning for Blended Families and Families with Special Considerations
· Trust Administration and Probate
Marianne is committed to not only drafting a personalized estate plan but also helping clients implement it. When she was just out of law school, her grandmother died. While she had a will and trust in place, the attorney had not helped her organize and transfer her assets into the trust. She and her dad spent many late nights locating disorganized assets and navigating probate. Also, even though her grandmother lived frugally, because she didn’t have an ongoing relationship with her attorney, she never addressed tax issues that arose resulting in a large tax at her death.
Proper planning and implementation can help avoid these types of situations and can ease the burden of loved ones during difficult times. Marianne and her estate planning team provide clients with help, education and support with their estate plans so they can achieve their goals and have peace of mind and predictability for their loved ones and business.
Marianne currently serves as the president-elect of the Utah Bar Estate Planning Section, the president of the Utah Valley Estate Planning Council, and is a member of the National Association of Estate Planning Attorneys and Wealth Counsel. She regularly speaks on estate and tax planning, asset protection, business planning and trust administration to various organizations including the Utah Bar Estate Planning Section, the Utah Valley Estate Planning Council, Wealth Council forum, and at a variety of events for financial professionals and business owners.
Accomplishments
Academic
George Mason University, 1997, J.D., High Honors (top 10%)
Brigham Young University, 1994, B.S. and B.A., cum laude (top 10%), Economics and Political Science
Professional
Utah Bar Estate Planning Section Executive Committee
- Chair (2022-2023)
- Chair Elect (2021-2022)
- Secretary/Treasurer (2019-2020)
- Program Chair (2018-2019)
Utah Valley Estate Planning Council
- President (2022-2023)
- Board Member (2020-present)
National Association of Estate Planning Attorneys
Avvo Client’s Choice award in the areas of Estate Planning and Business Law
Associations
Professional
Utah State Bar Estate Planning Section (Chair, 2022 – 2023; Member, 2006 – present)
President, Utah Valley Estate Planning Council (2022 – 2023)
Utah State Bar Business Law Section (2006 – present)
Utah County Estate Planning Council (2017 – present)
National Association of Estate Planners & Councils (2017 – present)
Community
Past Chair and Board Member, Ignite Entrepreneurship Academy (a K-8 charter school focused on innovative and interactive education located in Lehi, Utah)
Insights
Parsons Behle & Latimer Becomes One of the Intermountain West's Largest Regional Law Firms with the Addition of 31 New Attorneys and its New Park City, Utah Office
Protecting Your Family and Business Through Legal Planning
Highlights from Heckerling Estate Planning Conference
Protecting and Planning For Inherited Retirement Assets