J. RobRoy Platt
My primary objective with each client is to help them identify those people, things, and values that are most important to them and to their families in order to create a plan that is in sync with those values.
Whether a client’s goals are tax-related, family oriented, philanthropic, a combination of those goals, or otherwise, I assist my clients to create and maintain an estate plan that works for their family and helps them to achieve their goals — not mine.
The most common focus of a solid estate plan is to help clients protect what they have worked hard for all of their lives. There are multiple threats to losing what we have—taxes, long-term care health crises, lawsuits, divorce, creditors, predators, and contention within the family and among business partners. Failing to plan for these all-too-common circumstances, frequently leads to financial and inter-personal disaster.
The most common mistake that I see people make is waiting too long to take action in putting a plan together. When clients make this type of planning a priority, their options for averting a crisis are far greater than if they wait until the crisis is on their doorstep.
When a crisis has arrived, there is often very little, if anything, an attorney can do to make the situation better. And the costs of trying to fix the problem at that stage can be staggering. Competent estate planning, done well in advance, can produce a far better return on investment than just about any other type of investment I can think of.
Clients who have carefully thought through, executed and implemented a thorough estate plan leave our office with a weight off their shoulders and, almost without exception, relate to us that they sleep better at night knowing that a solid plan is in place should something happen to them.
I have obtained the only available board certified accreditation in Estate Planning Law available in Utah and by so doing, have become one of only a few estate planning professionals in Utah to demonstrate a dedication to, and specialized skill level in, the area of estate planning. I derive great satisfaction from using those skills for the benefit of my clients and for those they love most.
ESTATE PLANNING LAW SPECIALST
The Estate Law Specialist Board, Inc., an ABA-accredited, attorney-run subsidiary of the National Association of Estate Planners & Councils in Cleveland, Ohio, administers the only national, board certification of an attorney as an Estate Planning Law Specialist (EPLS).
Attorneys who become Board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. This program is currently the only program in Utah to Board-certify attorneys as Estate Planning Law Specialists.
ACCREDITED ESTATE PLANNER®
Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand an estate planning professional's belief in, and dedication to, the team concept of estate planning.
Awards & Honors
2015 Utah Legal Elite Honoree
Legal Elite honorees are selected by their peers in a statewide balloting process. Members of the Utah Bar were invited to participate by submitting a ballot of Utah lawyers they hold in the highest regard--lawyers they have observed firsthand and would recommend to others. Nominators were allowed to cast only one ballot and could not vote for themselves.
2011 Best New Business—Lehi Area Chamber of Commerce
Platt Law was voted to be “Best New Business” in the Lehi Area Chamber of Commerce for service to the community and to the businesses associated with the Chamber.
- Boy Scouts of America
- Utah Valley Estate Planning Council
- Utah State Bar, Elder Law and Estate Planning Sections
- Utah State Bar Exam Grader
- Lehi Area Chamber of Commerce
Melissa graduated with honors from Brigham Young University's J. Reuben Clark Law School where she was a writer for the prestigious BYU Law Review. She is a member of the Utah State Bar and a member of the Lehi Utah Area Chamber of Commerce. Melissa has trained with leading business exit planning experts at the Business Enterprise Institute, Inc. in Golden, Colorado and works primarily with the firm's business owner clients to address their estate planning and business succession planning needs.
In addition to her role at Platt Law, P.C. as a business succession and estate planning attorney, Melissa currently serves as an officer of a large, multi-generational family business. From this experience, Melissa is uniquely situated to understand the desires and concerns of her business owner clients who want to ensure that the enterprises that they have poured so much blood, sweat, and tears into can ultimately benefit their families and their communities in truly meaningful ways.