Donald J. Purser

Donald J. Purser has practiced law for over 19 years in Utah. He has represented affluent clients seeking estate planning, asset protection and tax neutralization strategies. He has also acted as counsel to several Fortune 500 companies.

Mr. Purser graduated from the University of Utah in 1975. He received a M.Sc. from Reid College, a Juris Doctor degree from George Mason Univeristy School of Law in Virginia and undertook a 1 year post doctoral study in tax law at Georgetown Catholic University Law Center. He is a contributing author to the nationally acclaimed text on estate planning, Generations: Planning Your Legacy (1999), and has contributed to the soon-to-be published book on tax strategies for business owners, Strictly Business. He is a member of the United States Supreme Court and U.S. Tax Court bars.

Mr. Purser's practice involves many advanced estate planning issues utilizing cutting-edge techniques in strategies to maximize the clients income and estate tax deductions. He has worked with many clients to develop tax deferral and tax savvy deferred compensation plans.

For the past five years, Mr. Purser has been a speaker at numerous public seminars, continuing education courses for lawyers, CPAs, banking professionals and registered investment advisers. For the last three years has taught a postdoctoral course segment in a Masters of Law degree program.

Prior to entering the practice of Law in 1980, Mr. Purser served for five years as a Special Agent with the United States Department of State. In that capacity, he conducted transnational investigations, intelligence and security functions.

Mr. Purser offers to meet clients for up to one-hour on estate planning matters without cost to the client.

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Donald Joseph Purser, J.D.
Attorneys' Estate & Business Planning Group, LLC
236 South Third East
Salt Lake City, UT 84111

Randy M. Lish

Profile:

Attorney Randy Lish was born and raised in Pocatello, Idaho. He graduated from Brigham Young University in Provo, Utah in 1979 with a B.A. in history. He obtained his law degree from the J. Reuben Clark Law School at Brigham Young University in 1982, and has been practicing law in Utah ever since.

Practice:

Approximately 50% of Mr. Lish's practice has consisted of business and estate planning. The rest
of his practice involves real estate, probate, contracts, and other general practice areas.

Personal:

He belongs to the Estate Planning section of the Utah State Bar, and is a member of the Utah Valley Estate Planning Council. Mr. Lish is married with three daughters, ages 10, 8 and 3 and his interests outside of business and estate planning include history, music, and reading.

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McCollough, Jones & Ivins
3507 North University Ave., Suite 150
Provo, UT. 84604

Kevin K. Allen

Kevin received a degree in Psychology from Brigham Young University in 1989 and graduated from the University of Oklahoma College of Law in 1992. While in law school, Kevin was accepted into the U.S. Navy’s Judge Advocate General (JAG) program and assigned to the Northeast Regional Law Office in Connecticut where he served as the Head Legal Assistant Attorney for the Northeast region. During this time he prepared over one thousand wills and trusts for Sailors and their families.

Later, Kevin was appointed as the European Estate and Tax Officer in the European and Southwest Asian Law Office, located in Spain. As part of this assignment, Kevin first received extensive and comprehensive training in estate and tax laws. While there he assisted over 20,000 service members in estate and tax planning. Kevin returned to private practice in 1998.

Upon returning to private practice, Kevin has focused his practice on estate planning for clients whose net assets are over 1 million dollars. Knowing that a person has to feel comfortable with how they will distribute their assets after their death, Kevin focuses on making the estate planning process easy for his clients to understand and easy to maintain. He has lectured extensively on estate and gift planning and can make the complicated choices involved in estate planning simple to understand.

Kevin is currently a member of both the Utah and American Bar Association’s Estate Planning Divisions and is a member of the Utah and Oklahoma Bars. He lives with his wife and four children in Hyde Park, Utah.

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The Law Offices of Barrett & Daines
108 North Main
Logan, UT. 84321

Mark J. Kohler

Mark is an Attorney and Certified Public Account practicing at the law in Cedar City, Utah. Mark practices in the areas of Estate, Business and Tax planning.

Education:

Mark received his Bachelors of Accounting Degree in 1996, and his Masters of Taxation Degree in 1997 from the University of Utah. He graduated from Willamette University Law School in 2000. He received his CPA Licence in 1999 and sat for the Utah Bar in July 2000.

Experience:

Over the past 9 years, Mark has not only pursued education, but valuable experience in order to specialize in the complex areas of business, estate and tax planning. More particularly, he has worked for the accounting firms Traveller, Winn & Mower in Salt Lake City, Utah and KPMG Peat Marwick in Portland, Oregon. He has clerked for the Oregon Tax Court and the law firm of Allen, Atkin & Wells in St. George, Utah. To compliment his education and training, Mark has also owned operated several businesses in Salt Lake City for a period of 6 years and feels strongly that he can relate to the entrepreneur and small business owners.

Family:

Mark is married and the father of three children. He also enjoys fly fishing, snow skiing and racquetball.

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Mark J. Kohler, C.P.A., J.D.
856 South Sage, Suite 2
Cedar City, Utah 84720