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...
Stephan Livera Podcast: UHNW Bitcoin Strategies
Asset Protection
IRS Considers Additional Regulations on Anti-Clawback Rules and the Unified Credit
by Thomas F. RuBane, JD In 2017, Congress passed the Tax Cuts and Jobs Act (TCJA). Part of the TCJA dealt with the Unified Credit, which at that time stood at $5 Million. The Unified...
One Last Freeze As We Welcome Spring
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. ...
First American Trust: Estate Planning for Volatile Assets
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....
Accelerating Charitable Efforts (ACE) Act
In June 2021, Senators King (I-Maine) and Grassley (R-Iowa) introduced the bipartisan Accelerating Charitable Efforts (ACE) Act. If enacted, this proposed legislation would modify the charitable...
Changing an “Irrevocable” Trust??
The most compelling estate planning strategies often include combinations of trusts that must be irrevocable to achieve specific objectives. Irrevocable trusts create legal “distance” between...
Wealth & Law: Wealth Planning and Cryptoassets
Matt recently spoke with Brent Nelson and Rachel Sass on the Wealth & Law podcast about how crypto changes EVERYTHING we think we know about assets, wealth, trusts, estate planning and how...
Wealth Actually: Crypto and NFT Estate Planning Update with Matthew McClintock (Part 2)
Matt recently returned to Frazer Rice's “Wealth Actually” podcast to expand on last year's discussion surrounding inter-generational wealth transfer issues for individuals with large...
Video: Cresset Capital – Privacy 101: Top 5 Ways to Protect Your Family
Affluent families face special challenges due to their wealth. Private security - both digital/cyber and physical security of family and assets - is often overlooked until a tragedy strikes. We...
Cryptoassets: Estate Planning with Cryptoassets Requires Savvy Guidance
By now, the term “cryptoasset” likely needs little introduction. But for the uninitiated, the term encompasses both crypto-currencies and non-currency blockchain tokens.