by Matthew McClintock | Sep 1, 2023 | Estate Planning, Inheritance, Philanthropy, Strategic Legal Planning, Tax
by Julia L. Cronin Many of our clients are first generation wealth builders with a passionate commitment to providing funds for the education of family members and pride in their ability to create a healthcare safety net for generations to come. During his or her...
by Matthew McClintock | Jun 19, 2023 | Asset Protection, Business, Estate Planning, Privacy, Strategic Legal Planning, Trust Administration
Matt McClintock co-authored an article with our partners at Two Ocean, Joel Revill and Cassie Hoffman, diving into the structure of a private trust company. This article explores the strategic benefits and considerations associated with PTCs, particularly in Wyoming,...
by Matthew McClintock | Oct 19, 2022 | Asset Protection, Blockchain, Cryptocurrency, Estate Planning, Strategic Legal Planning, Tax
Matthew McClintock, founding partner of Evergreen Legacy Planning and executive managing director of Bespoke Services joined Stephan Livera on his podcast to chat about Bespoke’s multi family office and private trust company services for ultra high net worth US...
by Matthew McClintock | Sep 27, 2022 | Business, International, News, Strategic Legal Planning, Tax
Every year, the IRS releases a “Dirty Dozen” list of strategies it views as “schemes” to reduce or avoid taxation. In another blog post we wrote about Monetized Installment Sales, one of the first four strategies on the 2022 list. This blog post focuses on...
by Matthew McClintock | Sep 27, 2022 | News, Strategic Legal Planning, Tax
As the old saying goes, the only things in life that are certain are death and taxes. One could add to that list the proliferation of tax scams claiming to reduce or eliminate a person’s tax liability. Fortunately, unlike death and taxes, falling for a tax scam...
