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...
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...
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...
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...
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...
