Travis Bowen, P.C.

Travis Bowen, P.C.

  • PO Box 11637
  • Salt Lake City, Utah
  • 84147

Description

Our Mission Our People What Our Clients Say What Makes Our Law Firm Different? Attorney-Travis Bowen In 1992, became Founder and President of Travis Bowen, PC. Oversees all aspects of the firm. Currently, supervises Client relationships and Business Development. Has over 28 years of experience as a tax attorney in identifying, tailoring and implementing appropriate strategies for clients with an emphasis in assisting clients in the following areas: Asset Protection Planning, Tax Planning, Corporate Business Planning, Business Succession Planning, Estate Planning, Avoidance of Probate and Asset Control, Charitable Giving/Charitable Remainder Trusts (CRT), creation of Private Foundations, and Medicaid issues. Attorney- Brynn Bowen Attorney over the Transaction Department. Specializes in the organization, strategy and implementation of complex transactions and specialty projects. Also works with each department of the firm to promote quality control, continuity, communication, coordination and best practices. Attorney-William Darden Specializes in Wills, Trusts and Estate Planning. Supervising Attorney for the Asset Transfer Department. Attorney-Aaron Reed Specializes in contracts, agreements, formation, and design of entity structure for clients. Supervisor of Legal Relationships. Office Manager/Controller- Mackenzie Wilson Handles all Accounts Payables and Receivables, Payroll, and Human Resources. Responsible to maintain and support the firm and perform administrative support when needed. Marketing/ Business Development- Tyler Bowen Works with prospective client relationships. Responsible to maintain and update firm website, magazine, newsletter, and also research future marketing investments. Transaction Paralegal-Rachelle Fisher Assists with a variety of clients, specialty projects and transactions. Also provides support and assistance to other departments in the Firm. Legal Relations/Formation Paralegal-Brenda Wendt Prepare Engagement letters following up after Compliance; Follow up with Client regarding outstanding action items; Drafts new entities and agreements. Compliance Paralegals-Dominique Nelson/ Lindsay Troutman Entity maintenance including business filings; annual minutes, consents and resolutions; Preparation and maintenance of agreements and documents; Consistent contact and correspondence with clients including scheduling and advisor coordination; Continuous maintenance of client file and account. Asset Transfers Paralegals-Debra Williams/ Marcy Mitchell Responsibilities include creating and maintaining the combined asset schedule detailing the status of the client

Fact sheet

Number of employees
1-4

Company contacts

  • Travis L Bowen

Products & services

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