Geoff, Germane


  Salt Lake City, Utah, USA
 +801.426.2100
 +801-426-2101
 This email address is being protected from spambots. You need JavaScript enabled to view it.
 Download vCard

Current Time
03:45 PM

Shareholder

Mr. Germane is a member of the firm's Tax & 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 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.

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.

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

Admissions

  • Utah
  • California

   Affiliations

  • Utah Valley Estate Planning Council, Board Member and President for 2012
  • Adjunct Professor in Legal Studies Department at Utah Valley University
  • American Bar Association
  • San Diego County Bar Association
  • Utah Bar Association - Tax Section
  • Utah Bar Association - Estate Planning Section
  • Utah Bar Association - Nonprofit Section
  • Utah Bar Association - Business Law Section
  • J. Reuben Clark Law Society
  • BYU Management Society