Matthew F. Hafen assists clients throughout Utah, California, Nevada and Arizona on a variety of matters including complex trust, estate, and business matters including the development and implementation of estate plans, wealth-transfer strategies, business-succession plans, gift plans for families for effective gift and estate tax planning, and the formation, governance, and sale of business entities.
Mr. Hafen offers practical advice to families and business owners to help each of his clients ensure that their vision for the future is achieved. Mr. Hafen is a Shareholder in D | J | P’s St. George office and is a member of the firm’s Estate Planning, Tax, and Business and Finance sections.
Mr. Hafen’s practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation-skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.
In addition, Mr. Hafen is experienced in assisting families through the legal process of guardianships, conservatorships, probate and trust administration, resolving complex estate administration and probate disputes, and transition planning for families with closely held businesses and real property holdings.
Mr. Hafen also maintains an active practice in the firm’s Business and Finance Section, where he counsels clients on the formation and governance of business entities such as limited liability companies, S-corporations, and non-profit entities.
His business practice includes experience in advising clients regarding the purchase and sale of businesses, as well as successfully resolving contract disputes and disputes between business partners.
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