Who We Are

For decades we have created successful strategies for our clients. Most of our clients are successful families and business owners with a lot of moving parts. We strategically organize those moving parts in ways that protect their business, their personal wealth, and their privacy – all while reducing their tax footprint. We focus on comprehensive, multifaceted solutions for entrepreneurs, disruptive innovators, and individuals and families with special circumstances or unique assets.

We address both the business side and private side of wealth, with an emphasis on privacy and protection from unwanted attention. We fundamentally believe that it should be as hard as possible for someone to separate you or your family from your wealth involuntarily. We often focus our planning in the jurisdictions that offer the best protection and use that to our clients’ advantage.

In addition to actively practicing law, we frequently teach, present, and publish our insights in the areas of estate planning, asset protection, business planning, cryptocurrency, blockchain technology, and international tax planning. We view these as often intersecting and overlapping areas, and enjoy weaving together innovative solutions that cover a multitude of issues. 

When we aren’t in the office we can often be found riding bikes on the back roads of the Rocky Mountains, enjoying a nice glass of red wine, or cooking up new ideas.

Matthew T. McClintock lives in Evergreen, Colorado and focuses on the areas of estate planning, long-term trust design & implementation, planning for cryptocurrencies and other digital assets, business startup and transition, and domestic and international asset protection. He has a special interest in emerging technologies, blockchain development and cryptocurrency adoption, and is involved in developing legislation and legal solutions for leaders in disruptive tech companies. Matt is a frequent presenter and author, usually on those areas of law and their impact on individuals, families, and businesses.

He is a member of the Colorado Bar Association, the Wyoming Bar Association, the Alaska Bar Association, the American Bar Association Real Property, Trust and Estate (ABA RPTE) Section, and WealthCounsel. He also volunteers on the board of directors for Team Evergreen, the largest nonprofit cycling club in Colorado.

Jonathan A. Mintz splits his time between Evergreen, Colorado and Southern California, and focuses on the areas of estate planning, long-term trust design & implementation, asset protection – both domestic and international – and strategic international tax planning. Jonathan has an extensive clientele of non-U.S. individuals, professional athletes, and other individuals and families with extensive international interests. He is a frequent author and national speaker, Adjunct Faculty at the Chapman University Fowler School of Law, and Past Chair of STEP-Orange County.

He is a member of the California Bar Association, the Society of Trust & Estate Practitioners, WealthCounsel, and ElderCounsel.

Julia L. Cronin lives in Denver, Colorado and focuses on personalized, comprehensive Legacy Planning for individuals, couples, and families.  For more than a decade, Julia litigated complex, multi-million-dollar disputes on behalf of mid-size to Fortune 100 companies across a wide array of industries at a high-profile law firm in Washington, D.C.  Today she uses her talent and sharp legal acumen to protect businesses and families, helping them to achieve success and secure peace of mind.

Julia is a member of the California Bar Association, the Colorado Bar Association, the D.C. Bar, Wyoming Bar Association, the Colorado Women’s Bar Association, Women’s Estate Planning Counsel, and WealthCounsel.

Lauren A. McClintock lives in Fort Collins, Colorado and manages private client matters and administrative and paralegal projects for Evergreen Legacy Planning. She serves as personal liaison for clients, facilitating attorney-client communication as well as collaboration with other allied professionals. Lauren started her career in nonprofit work but is developing an interest for long term family legacy planning.

Lauren has a great passion for serving individuals with cognitive and physical disabilities.  She is past vice president of Mortar Board National Honor Society at Colorado State University, and is the current president of the board of directors for Dance Express, a nonprofit providing dance opportunities for adults with disabilities.  Lauren also serves on the Young Professionals Board for IN!: Colorado Initiative for  Inclusive Higher Education, an organization that provides young adults with intellectual and developmental disabilities opportunities to go to college. She continues to volunteer with various nonprofit organizations within the disability community in Colorado.

Credentials

sl-badge-l-g-2019
Rising Stars_MM
9.5Matthew Thomas McClintock
10.0 Jonathan Alan Mintz


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