Kate Nance is a dedicated attorney at The McCullough Group, focusing her practice on estate planning, special needs planning, guardianships, probate, and Medicaid qualification. A deeply compassionate and highly skilled advocate, Kate helps individuals and families throughout Salt Lake City, Utah, secure their legacies and protect their most vulnerable loved ones.

With a profound understanding of the challenges facing families, Kate excels at simplifying complex legal issues, providing clear guidance, and crafting tailored solutions that offer peace of mind. Her commitment extends beyond the courtroom, driven by a passion for safeguarding the well-being of the elderly and individuals with special needs.

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Areas of Expertise

Kate provides comprehensive legal support in critical areas, ensuring your family’s future is secure:

• Estate Planning: Guiding clients through the creation of wills, trusts, and other essential documents to ensure their assets are distributed according to their wishes, minimizing probate, and preserving wealth across generations.
• Special Needs Planning: Developing strategic plans and Special Needs Trusts that secure the financial future and ongoing care for individuals with disabilities, without jeopardizing crucial government benefits.
• Guardianships & Conservatorships: Assisting families through the process of establishing legal guardianship or conservatorship for minors or adults who are no longer able to make sound decisions for themselves, ensuring their personal and financial well-being are protected.
• Probate & Estate Administration: Providing compassionate and efficient guidance to executors and trustees through the probate process and estate administration, ensuring assets are distributed properly and legal obligations are met during difficult times.
• Medicaid Qualification: Helping clients navigate the complex rules for Medicaid eligibility to ensure access to necessary long-term care benefits while protecting family assets.

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A Passion for Protecting Vulnerable Adults

Kate is particularly passionate about issues facing vulnerable adults, leveraging her expertise to prevent elder abuse and financial exploitation. As a past chair of the Elder Law Section of the Utah State Bar, she has been instrumental in developing and delivering critical training for:

• Law Enforcement: Equipping police officers to recognize and respond effectively to elder abuse.
• Prosecutors: Enhancing their ability to pursue justice in cases of elder financial exploitation.
• Social Workers: Providing them with the tools to identify and support vulnerable adults at risk.

She has also created educational materials designed to empower older and vulnerable adults to protect themselves from scams and financial exploitation, demonstrating her proactive commitment to community welfare.

MEMBERSHIPS

• Utah State Bar Association
  • Estate Planning Section
  • Elder Law Section

EDUCATION

• J.D.: University of California Hastings College of Law, 2004
• B.S.: Westminster College, 2000