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The Crossroads Journal

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J. RobRoy Platt named Estate Planning Law Specialist

By RobRoy Platt
J. RobRoy Platt is newly certified as an Accredited Estate Planner designee by the National Association of Estate Planners & Councils. Platt is also newly certified as an Estate Planning Law Specialist by the Estate Law Specialist Board Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners & Councils. His office, Platt Law, P.C., is located at 256 N. Main, Suite C, in Alpine.

Platt earned his bachelor's degree at Brigham Young University and his juris doctorate at the University of Arizona. Platt has been the owner of Platt Law since 2007, where he has practiced law exclusively in the areas of estate planning, elder law, probate and trust administration. Platt has been active in the community, having served with the Lehi Area Chamber of Commerce as a board member. His law practice was awarded Best New Business in 2011 by the chamber.
Platt was the founding chair of the Elder Law Section of the Utah State Bar and has served on the board of the Utah Valley Estate Planning Council since 2014 and will serve as its president in 2017. He currently serves on the Utah Valley University Gift Planning Board in an advisory role to the university. Platt has also been active in Boy Scouting since 2010 in a variety of leadership roles in his local chartered Scouting organization. He and his wife and law partner, Melissa C. Platt (BYU, J.D. 2002), work together at Platt Law where they help families and business owners implement comprehensive estate and trust planning to help protect what matters most and to secure a bright future for their clients.

The Accredited Estate Planner designation is a graduate-level specialization in estate planning obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Financial Planners, Chartered Financial Consultants and Certified Trust and Financial Advisors. It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation and character. An AEP designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics as well as participate in a yearly renewal and recertification process.

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need for estate planning.

The Estate Law Specialist Board Inc., an attorney-run affiliate of the National Association of Estate Planners & Councils in Cleveland, Ohio, is the only ABA-accredited program for certification of an attorney as an Estate Planning Law Specialist.

To become board-certified as an Estate Planning Law Specialist, an attorney must have devoted at least one-third of his or her practice to estate planning for a minimum of five years. In addition to passing a comprehensive examination in estate planning law, the attorney must also receive recommendations from five colleagues and must establish that he or she has at least 36 continuing legal education credits on the topic of estate planning within the last three years.

JRobRoy Platt robroy@plattlawpc.com 801-769-1313
The community news source for Eagle Mountain Utah, Saratoga Springs Utah, Lehi Utah, American Fork Utah, Highland Utah, Alpine Utah, and The Cedar Valley, including Cedar Fort Utah and Fairfield Utah. Copyright 2024 The Crossroads Journal LLC. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.
Photo by: Mitchell Thayne ©
 


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