L. Stanford McCullough IV
L. Stanford McCullough IV combines elite legal credentials with practical financial planning expertise to serve high-net-worth individuals and entrepreneurs throughout Utah and beyond. As a principal at The McCullough Group, he delivers sophisticated legal solutions that protect wealth, minimize tax exposure, and preserve family legacies.
Mr. McCullough’s distinctive background sets him apart in the field of tax law. He holds both a Juris Doctorate from the University of Utah’s S.J. Quinney College of Law and an LL.M. in Taxation from UC Irvine. What makes his practice truly exceptional is his active CERTIFIED FINANCIAL PLANNER™ (CFP®) designation – a rare combination that enables him to bridge the gap between complex legal strategy and practical financial implementation.
This dual expertise allows Mr. McCullough to see beyond isolated legal issues and craft comprehensive solutions that align with his clients’ broader financial objectives.
Core Practice Areas
- Estate Planning & Wealth Transfer
Designing sophisticated strategies to minimize estate taxes while ensuring seamless generational wealth transfer through advanced trust structures, family limited partnerships, and charitable planning techniques. - Asset Protection
Implementing robust legal frameworks to shield accumulated wealth from potential creditors, litigation risks, and unforeseen liabilities while maintaining operational flexibility. - Business Succession Planning
Guiding entrepreneurs through complex succession strategies that preserve enterprise value, minimize tax consequences, and ensure smooth leadership transitions. - Advanced Tax Planning
Developing proactive tax strategies for high-income individuals and closely-held businesses, including sophisticated income timing, entity selection, and transactional structuring. - Complex Transactions
Collaborating with clients and their advisory teams on intricate deals involving mergers, acquisitions, reorganizations, and other high-stakes transactions requiring precise tax optimization.
Leadership
Mr. McCullough serves as Treasurer Secretary of the Tax Section of the Utah State Bar, demonstrating his commitment to advancing the profession and staying current with evolving tax legislation and judicial developments.
Memberships
- Utah State Bar
- Tax Section of the Utah State Bar (Treasurer Secretary)
Personal Interests
When not navigating complex legal matters, Mr. McCullough pursues his passion for outdoor adventures throughout Utah’s diverse terrain, including skiing, mountain biking, canyoneering, and rock climbing.
EDUCATION
- Master of Laws (LL.M.) in Taxation – University of California, Irvine
- Juris Doctorate – University of Utah, S.J. Quinney College of Law
- CERTIFIED FINANCIAL PLANNER™ (CFP®)