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...
Estate Planning
Two Ocean Trust feature: Private Trust Companies
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...
Stephan Livera Podcast: UHNW Bitcoin Strategies
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...
Taking Advantage of Depressed Asset Values to Save Taxes
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...
Estate Planning Magazine Feature: Estate Planning in the Era of Digital Wealth
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...
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....
Choosing Favorable Trust Jurisdictions for Maximum Benefit
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...
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...
Professional Trustee or Private Family Trust Company – What’s the difference?
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...
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...