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...
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...
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...
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2022 has once again provided such an opportunity. How long this...
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...
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....
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...
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...
by Julia L. Cronin, JD Many clients worry about the “shirtsleeves to shirtsleeves in three generations” adage, fearing the dissipation of the wealth they worked so hard to build. The...
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...