Creating a strong corporate veil In the first post in this series we explored the distinction between the legal form of a business entity and the way the business is taxed. That first…
I was recently hired to provide a trust review for another attorney. He was helping a family administer an irrevocable trust for a surviving spouse and things were going sideways. The attorney hired…
We’ve had quite a few clients come to us in the last few years to help them plan with bitcoin and other valuable digital assets. Most of the time the clients are interested…
Okay maybe not. But couples in states like Texas and California have at least one important tax benefit most other couples don’t have. “Tax benefit” and “California” hardly belong in the same sentence…
Over the winter holidays I traveled with my wife and oldest daughter through Spain and Portugal. Traveling to foreign countries tends to refresh my perspective on lots of things, not the least of…
Colorado’s new trust code takes effect January 1, 2019 and is generally bad for trust creators. The bad news is that Colorado’s new law further devalues privacy and protection. The good news is that the law is generally a “default” law and many of the less desirable provisions can be avoided with careful planning. The better news is that the trust can be completely avoided with proactive planning under a better jurisdiction’s laws. Read on.
The world of estate planning has its own technical language. For people who aren’t used to the lingo, it can get really confusing quickly. This brief guide is intended to peel back the curtain a little.
Here’s a list of some of the better crypto and blockchain resources I’ve come across.
In this video, our own Matthew T. McClintock, partner at Evergreen Legacy Planning, LLP and founder of Bespoke Protector Company, LLC discusses the role of trust protectors in long term trusts. Presented in…
Wyoming law creates a framework to define consumptive, or utility, tokens in a way that distinguishes them from non-utility security tokens. The law provides guidance for in-state blockchain developers who seek to create a non-security utility token, and it provides a clear working model for other states (and potentially the SEC) to follow.