Areas of Expertise:

• Estate Planning
• Exempt Organizations
• Probate, Estate, and Trust Administration
• Tax

Background & Experience:

Mr. Margetts’ experience includes tax planning for business formations, financings, acquisitions, reorganizations, and liquidations; advising on tax aspects of complex business and real estate transactions, including mergers and acquisitions, leveraged buyouts, and like-kind exchanges; design and implementation of deferred compensation arrangements and equity incentive plans; resolution of federal and state tax controversies; and formation and qualification of exempt organizations.

Mr. Margetts also has extensive estate planning experience, including the design, drafting, and implementation of sophisticated estate plans to meet unique tax and nontax objectives.

Education:

Brigham Young University, J. Reuben Clark Law School (J.D., 1994, cum laude)
Brigham Young University (B.A., Economics, 1990, cum laude)

Personal:

Foreign languages: Spanish and Portuguese
Married, 5 children
Interests include backpacking, hiking, cycling, and gardening.

Professional Experience:

• Chair of the Estate Planning Section of the Utah State Bar, 2006-2007
• Past board member of the Salt Lake Estate Planning Council
• Member of LDS Philanthropies Gift Planning Leadership Council
• Member of the Tax and Estate Planning Sections of the Utah State Bar
• Board Member of the Opportunity Foundation of America