Gregory C. Zaugg

Greg Zaugg designs and implements multi-generational estate planning strategies for individuals and high-net-worth families. This includes the creation of wills, trusts, business entities, asset protection strategies and charitable organizations. Greg serves on the Board of Trustees of Friends for UPD K-9, a Utah nonprofit organization, and is a board member of the Pi Fund, a local donor-advised fund.

MEMBERSHIPS

  • Utah State Bar Association Estate Planning Section Tax Section
  • Salt Lake Estate Planning Council

EDUCATION

  • Creighton University, JD
  • Weber State University, BS, Business Economics

PUBLICATIONS

  • Charitable Giving That’s Not Taxing, Zions Bank Magazine, November/December 2006.
  • How to Manage and Maintain a Family Legacy: Grandpa’s Cabin, Zions Bank Magazine, January/February 2008.
  • The Irrevocable Life Insurance Trust: An Underutilized Tool, Utah Bar Journal, January/February 2009.

PRESENTATIONS & SEMINARS

  • Advanced LLC Issues – Mastering Estate Planning Issues, National Business Institute, December 11, 2007.
  • Trust Administration in Utah – Asset Protection Trusts, Lorman Education Services, March 18, 2008.
  • Essential Asset Protection Techniques and Strategies – Using Trusts to Protect Assets, National Business Institute, June 21, 2010.
  • Special Needs Trusts – Utah Down Syndrome Foundation Conference, April 20, 2013.
  • Succession Planning and Wealth Transfer – Utah State Bar Summer Convention, July 27, 2017.