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August 07, 2025

Estate and Succession Planning

CMP - Certified Public Accountants Stand: T814

CMP’s Estate & Succession Planning services provide expert guidance tailored to Utah clients and beyond—helping you navigate estate, gift, and generation‑skipping transfer tax complexities. Our experienced team works closely with you, estate attorneys, and advisors to design effective strategies involving proper estate structuring, gifting, trusts, charitable giving, and business succession planning. We prioritize clarity, educating you on your options and ensuring smooth execution. From planning business transfers to administering trusts or representing before the IRS, CMP ensures your legacy and wealth are protected and positioned for successful transition.

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