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Estate Planning Magazine Feature: Estate Planning in the Era of Digital Wealth

Estate Planning Magazine Feature: Estate Planning in the Era of Digital Wealth

by Matthew McClintock | May 11, 2022 | Blockchain, Cryptocurrency, Estate Planning, Strategic Legal Planning, Tax

Matt McClintock co-authored an article with Jonathan Blattmachr and Vanessa Kanaga for the May 2022 issue of Estate Planning Magazine. The article discusses estate planning considerations in the era of digital wealth and cryptoassets. Much like email and the internet...
One Last Freeze As We Welcome Spring

One Last Freeze As We Welcome Spring

by Matthew McClintock | Apr 5, 2022 | Asset Protection, Strategic Legal Planning, Tax

by Julia Cronin, JD   We counsel clients nearly every day about strategies to preserve their assets and enhance their privacy as a component of their comprehensive estate planning strategy.  Many clients execute sophisticated strategies to accomplish these...
First American Trust: Estate Planning for Volatile Assets

First American Trust: Estate Planning for Volatile Assets

by Matthew McClintock | Feb 15, 2022 | Asset Protection, Business, Cryptocurrency, Estate Planning, News, Strategic Legal Planning

Jonathan recently wrote an article for the First American Trust newsletter concerning estate planning for volatile assets including closely held businesses, precious metals, and cryptocurrencies. These individuals frequently ask, “What — if any – estate planning...
Choosing Favorable Trust Jurisdictions for Maximum Benefit

Choosing Favorable Trust Jurisdictions for Maximum Benefit

by Matthew McClintock | Dec 27, 2021 | Estate Planning, Multistate, Strategic Legal Planning, Tax, Trust Administration

What is trust “situs” and why does it matter? The residence of a trust is called the trust “situs” and it may be determined by a combination of factors, including the terms of the trust, the location of the trust settlor, the location of the trustee(s), and the...
Infrastructure Act Changes Crypto Reporting Requirements

Infrastructure Act Changes Crypto Reporting Requirements

by Matthew McClintock | Nov 22, 2021 | Blockchain, Cryptocurrency, Tax

On November 15, 2021 President Biden signed into law the Infrastructure Investment and Jobs Act (the IIJA). This act has been widely reported on in the news, mainly for its provisions dealing with physical infrastructure, such as roads and bridges. However, the act...
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