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
Estate Planning
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...
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...