By now, the term “cryptoasset” likely needs little introduction. But for the uninitiated, the term encompasses both crypto-currencies and non-currency blockchain tokens.
No Regrets Planning after the 2020 Election
Although the outcomes of the 2020 elections are still unclear, many believe that even with a Biden presidency and a likely Republican-controlled Senate, there will be few if any changes impacting...
Taking Advantage of Historically High Federal Estate and GST Exemption Limits
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2020 has once again provided such an opportunity. How long this...
Bitcoin, Estate Planning, and Trustee Responsibility
Matt recently spoke with Frazer Rice on his “Wealth Actually” podcast. In this in-depth conversation, Matt and Frazer explore some of the inter-generational wealth transfer issues for...
Just what the doctor ordered: A legal roadmap for digital health entrepreneurs
We are pleased to announce that Jonathan has been published as a contributing author of a new treatise on Digital Health Entrepreneurship. Both Jonathan's chapter on the Legal Environment of...
Evergreen Legacy Planning Welcomes Julia L. Cronin as Of Counsel
EVERGREEN, CO, August 21, 2020 -- Evergreen Legacy Planning, LLP, a boutique law firm with offices in Colorado and California dedicated to qualitative, creative, and sophisticated tax, estate,...
COVID-19: Special Notice to our Colorado Clients
The COVID-19 coronavirus pandemic makes estate planning as important as ever, but there are some special procedures we must follow to keep everyone safe.
What is “Legacy” Planning?
We often underestimate the impact we have on the people who are most important to us. This picture is easily one of my favorites, because it captures a bit of the fun we've been intentional to...
Video: How Do I Explain the Clayton Election?
How do you explain the “Clayton Election” to your clients? Watch this video from Matthew McClintock of Evergreen Legacy Planning.
Fixing Broken Trusts
Although there are several moving parts to fix a broken trust, the result is a much better trust that protects the beneficiaries and preserves their inheritance for them.